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 | 15.24% | +0.47% | +2.98% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.64% | -0.43% | +0.00% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.53% | -0.24% | -10.12% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.68% | -0.30% | +0.00% | |
| 5 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 6.45% | +0.21% | +3.68% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.61% | +0.18% | -0.72% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 4.01% | -0.14% | +3.19% | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 3.92% | +0.16% | +22.67% | |
| 9 | JPM | JPMorgan Chase & Co. | 株式-金融 | 3.53% | — | -16.10% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.43% | -0.13% | -0.58% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.22% | +0.11% | -0.09% | |
| 12 | GNR | State Street Spdr S&p Global | ETF-その他 | 2.15% | +0.19% | -1.47% | |
| 13 | EWA | Ishares Msci Australia ETF | ETF-その他 | 2.10% | +0.14% | -2.99% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.02% | -0.05% | +6.01% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.99% | -0.60% | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.45% | -0.38% | -0.72% | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.03% | +0.17% | +27.98% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.99% | +0.10% | — | |
| 19 | IEV | Ishares Europe ETF | ETF-その他 | 0.96% | — | -3.98% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.09% | — | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.86% | +0.06% | +5.32% | |
| 22 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.77% | — | -1.03% | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.72% | — | -0.09% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.46% | — | +0.12% | |
| 25 | INTU | Intuit INC | 株式-IT | 0.46% | -0.13% | — | |
| 26 | SMOG | Vaneck Low Carbon Energy ETF | ETF-その他 | 0.45% | +0.06% | -0.65% | |
| 27 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.44% | +0.06% | -10.68% | |
| 28 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.42% | +0.08% | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.06% | +1900.00% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | -0.03% | +1901.40% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | +0.06% | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | -0.43% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.38% | — | +22.28% | |
| 34 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.38% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | -9.97% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.33% | — | -4.39% | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 0.31% | — | — | |
| 39 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.31% | — | — | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | -0.05% | -3.02% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.31% | — | +0.54% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.30% | — | — | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.30% | -0.13% | +0.97% | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.30% | — | — | |
| 45 | STLD | Steel Dynamics INC | 株式-素材 | 0.30% | — | — | |
| 46 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.29% | +0.11% | — | |
| 47 | PNC | Pnc Financial Services Group | 株式-金融 | 0.28% | — | — | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.28% | -0.04% | — | |
| 49 | IQSU | Nyli Candriam US L/c Eq ETF | ETF-その他 | 0.28% | — | -49.15% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | -13.29% |