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 | 12.24% | +0.47% | +1.38% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.21% | -0.43% | +1.18% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.06% | -0.24% | -1.13% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.97% | -0.30% | +0.00% | |
| 5 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 5.41% | +0.21% | +0.30% | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 4.57% | -0.14% | -1.61% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.27% | +0.18% | +0.20% | |
| 8 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 3.60% | +0.08% | -0.81% | |
| 9 | JPM | JPMorgan Chase & Co. | 株式-金融 | 3.47% | — | -1.00% | |
| 10 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 3.44% | +0.16% | -0.66% | |
| 11 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.93% | -0.60% | — | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.61% | -0.05% | +1.28% | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.19% | +0.17% | +6.28% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.05% | +0.11% | +1.45% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.96% | -0.13% | -2.54% | |
| 16 | EWA | Ishares Msci Australia ETF | ETF-その他 | 1.92% | +0.14% | -0.03% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.70% | -0.13% | -4.40% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.38% | — | |
| 19 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 1.58% | +0.10% | +5.02% | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.57% | +0.11% | +8.84% | |
| 21 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.26% | +0.19% | +1.06% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.26% | +0.10% | -1.20% | |
| 23 | IEV | Ishares Europe ETF | ETF-その他 | 0.99% | — | -0.95% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | -0.09% | — | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.82% | +0.06% | +3.62% | |
| 26 | SMOG | Vaneck Low Carbon Energy ETF | ETF-その他 | 0.71% | +0.06% | -0.26% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.68% | — | +2.53% | |
| 28 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.64% | — | -0.68% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | -0.06% | — | |
| 30 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.62% | — | +0.74% | |
| 31 | GS | Goldman Sachs Group INC | 株式-金融 | 0.41% | — | -4.21% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.41% | — | +0.69% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | +0.06% | -3.46% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | -0.03% | -18.24% | |
| 35 | INTU | Intuit INC | 株式-IT | 0.37% | -0.13% | -0.93% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | -0.05% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.34% | — | +0.03% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | — | +38.48% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.31% | -0.04% | — | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.30% | — | +0.12% | |
| 41 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-その他 | 0.28% | — | +1.00% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.28% | -0.06% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.28% | +0.11% | -5.61% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | — | |
| 45 | STLD | Steel Dynamics INC | 株式-素材 | 0.25% | — | — | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.24% | -0.04% | — | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | -0.03% | -7.23% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.23% | -0.04% | — | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.23% | — | +0.28% | |
| 50 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.23% | — | — |