CIK: 0001388443
申告総資産額
$2.6億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 22.91% | -0.43% | +1.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.67% | -0.24% | -0.27% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.42% | +0.18% | +3.16% | |
| 4 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 7.01% | — | +1.35% | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 6.50% | +0.47% | -1.19% | |
| 6 | CL | Colgate-palmolive Co | 株式-生活必需品 | 6.17% | — | -0.43% | |
| 7 | IXC | Ishares Global Energy ETF | ETF-その他 | 3.28% | — | +1716.17% | |
| 8 | EWA | Ishares Msci Australia ETF | ETF-その他 | 2.01% | +0.14% | -27.65% | |
| 9 | IEV | Ishares Europe ETF | ETF-その他 | 1.86% | — | +6.54% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.74% | -0.13% | +0.01% | |
| 11 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 1.41% | — | — | |
| 12 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.22% | +0.19% | +214.15% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.87% | -0.05% | +4.33% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.09% | NEW | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.09% | -1.92% | |
| 17 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.64% | — | +64.92% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.38% | -2.08% | |
| 20 | ✓ | Google INC Class C | 株式-その他 | 0.59% | — | — | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.56% | — | — | |
| 22 | TWXCHF | Time Warner INC | 株式-その他 | 0.55% | — | +18.49% | |
| 23 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.55% | — | — | |
| 24 | GOOG | Alphabet A | 株式-通信サービス | 0.53% | — | — | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.50% | -0.05% | — | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.49% | — | — | |
| 27 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.49% | — | — | |
| 28 | BIIB | Biogen INC | 株式-ヘルスケア | 0.48% | — | — | |
| 29 | PNC | Pnc Financial Services Group | 株式-金融 | 0.48% | — | — | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 0.47% | — | — | |
| 31 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.46% | — | — | |
| 32 | ✓ | Altera CORP | 株式-その他 | 0.42% | — | — | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.06% | — | |
| 34 | JNP | Juniper Networks INC | 株式-その他 | 0.40% | — | — | |
| 35 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.38% | — | — | |
| 36 | MSTR | Strategy INC | 株式-IT | 0.38% | — | — | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.37% | — | -9.08% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | +0.42% | |
| 40 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 0.35% | — | — | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | — | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.33% | — | — | |
| 43 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.32% | — | — | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.32% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.31% | +0.12% | NEW | |
| 46 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.31% | +0.08% | +39.54% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.30% | — | — | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.30% | — | — | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | — | |
| 50 | AXP | American Express Co | 株式-金融 | 0.28% | -0.06% | — |