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 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 14.91% | +0.47% | -0.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.19% | -0.24% | -1.44% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.32% | -0.43% | +0.01% | |
| 4 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 6.31% | +0.21% | -6.99% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.01% | -0.30% | -4.48% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.59% | +0.18% | -0.56% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 4.16% | -0.14% | -1.06% | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 3.35% | +0.16% | +3.02% | |
| 9 | JPM | JPMorgan Chase & Co. | 株式-金融 | 2.98% | — | +31.13% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.29% | +0.11% | -0.08% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.13% | -0.13% | -7.71% | |
| 12 | EWA | Ishares Msci Australia ETF | ETF-その他 | 2.09% | +0.14% | -5.69% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.08% | -0.05% | +1.54% | |
| 14 | GNR | State Street Spdr S&p Global | ETF-その他 | 2.06% | +0.19% | -12.34% | |
| 15 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.58% | — | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.38% | -3.33% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.02% | +0.10% | — | |
| 18 | IEV | Ishares Europe ETF | ETF-その他 | 0.99% | — | -3.05% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.09% | — | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.76% | — | -0.59% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | +0.06% | +15.17% | |
| 22 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.66% | — | -7.97% | |
| 23 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.60% | — | -5.82% | |
| 24 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.59% | +0.08% | — | |
| 25 | SMOG | Vaneck Low Carbon Energy ETF | ETF-その他 | 0.54% | +0.06% | -18.95% | |
| 26 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.50% | +0.06% | -22.11% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.50% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | -0.06% | — | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 0.39% | — | -27.28% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | — | -0.34% | |
| 31 | INTU | Intuit INC | 株式-IT | 0.37% | -0.13% | — | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | -15.16% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.36% | — | — | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.35% | -0.05% | -9.03% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | -0.03% | -4.55% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | -13.07% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | +0.06% | +19.85% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.29% | — | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | -0.05% | — | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.29% | -0.04% | — | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | -0.03% | -13.29% | |
| 42 | PNC | Pnc Financial Services Group | 株式-金融 | 0.27% | — | -4.26% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.26% | — | -1.53% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.25% | -0.13% | — | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.25% | -0.04% | — | |
| 46 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.25% | — | — | |
| 47 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.25% | — | — | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.24% | — | -11.71% | |
| 49 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.24% | — | +0.27% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.24% | — | — |