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 | 14.66% | +0.47% | +0.32% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.87% | -0.43% | -0.83% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.00% | -0.30% | +0.07% | |
| 4 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 6.30% | +0.21% | +4.65% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.01% | -0.24% | +1.77% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.51% | +0.18% | +0.15% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 5.03% | -0.14% | +10.72% | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 3.94% | +0.16% | +0.93% | |
| 9 | JPM | JPMorgan Chase & Co. | 株式-金融 | 3.70% | — | +2.97% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.52% | -0.05% | +1.50% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.39% | +0.11% | +0.66% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.26% | -0.13% | -4.46% | |
| 13 | EWA | Ishares Msci Australia ETF | ETF-その他 | 2.08% | +0.14% | -3.27% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.93% | -0.60% | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.38% | -8.01% | |
| 16 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.61% | +0.19% | +0.32% | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.44% | +0.17% | +2.03% | |
| 18 | IEV | Ishares Europe ETF | ETF-その他 | 1.07% | — | +0.60% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.98% | +0.10% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | -0.09% | -2.56% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.80% | -0.13% | -10.05% | |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.78% | — | +0.09% | |
| 23 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.70% | +0.10% | +4.32% | |
| 24 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.67% | — | — | |
| 25 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.66% | — | +1.10% | |
| 26 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.65% | +0.08% | +2.07% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.61% | +0.11% | +0.38% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.56% | +0.06% | -22.59% | |
| 29 | INTU | Intuit INC | 株式-IT | 0.50% | -0.13% | -7.37% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.50% | — | +1.26% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | -0.06% | -0.28% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | -0.03% | — | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | +0.06% | — | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.44% | -0.05% | — | |
| 35 | SMOG | Vaneck Low Carbon Energy ETF | ETF-その他 | 0.40% | +0.06% | +13.47% | |
| 36 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.38% | +0.06% | +19.61% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | +0.08% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | -0.05% | — | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | — | |
| 40 | STLD | Steel Dynamics INC | 株式-素材 | 0.32% | — | — | |
| 41 | GS | Goldman Sachs Group INC | 株式-金融 | 0.31% | — | — | |
| 42 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.31% | — | +0.07% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.31% | -0.04% | +0.13% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | -0.07% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.31% | — | +0.44% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.29% | — | +0.81% | |
| 47 | PLD | Prologis INC | 株式-不動産 | 0.29% | — | -0.11% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.28% | — | +0.75% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | — | |
| 50 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.26% | — | — |