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 | 14.28% | +0.47% | -0.43% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.08% | -0.43% | -0.35% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.07% | -0.30% | +0.00% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.99% | -0.24% | -4.78% | |
| 5 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 5.96% | +0.21% | -2.32% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.42% | +0.18% | -0.14% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 4.63% | -0.14% | +1.84% | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 4.15% | +0.16% | -2.75% | |
| 9 | JPM | JPMorgan Chase & Co. | 株式-金融 | 3.88% | — | +1.95% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.52% | -0.05% | +1.99% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.38% | -0.13% | — | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.33% | +0.11% | +3.30% | |
| 13 | EWA | Ishares Msci Australia ETF | ETF-その他 | 2.15% | +0.14% | +10.51% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.96% | -0.60% | -6.15% | |
| 15 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.78% | +0.19% | -0.05% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.72% | -0.38% | — | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.59% | +0.17% | +6.47% | |
| 18 | IEV | Ishares Europe ETF | ETF-その他 | 1.09% | — | -1.68% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.99% | +0.10% | — | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.89% | -0.13% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | -0.09% | +0.78% | |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.77% | — | -3.65% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | +0.06% | -21.76% | |
| 24 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.68% | +0.08% | — | |
| 25 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.67% | +0.10% | — | |
| 26 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.67% | — | — | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.60% | +0.11% | +0.35% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.51% | — | +0.37% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.06% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | -0.03% | — | |
| 31 | INTU | Intuit INC | 株式-IT | 0.50% | -0.13% | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | +0.06% | — | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.42% | -0.05% | — | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | — | |
| 35 | SMOG | Vaneck Low Carbon Energy ETF | ETF-その他 | 0.38% | +0.06% | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | -0.05% | — | |
| 37 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.34% | +0.06% | +1.75% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | — | |
| 39 | STLD | Steel Dynamics INC | 株式-素材 | 0.33% | — | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | — | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.33% | -0.04% | — | |
| 42 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.32% | — | -0.15% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.31% | — | — | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | — | — | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.30% | — | — | |
| 46 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.28% | — | — | |
| 47 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.28% | — | +0.56% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.28% | — | — | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.27% | — | — | |
| 50 | PLD | Prologis INC | 株式-不動産 | 0.27% | — | — |