CIK: 0001600052
申告総資産額
$5.9億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 22.17% | — | -4.36% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 21.59% | — | -5.56% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.41% | — | -14.62% | |
| 4 | ORCL | Oracle CORP | 株式-IT | 7.98% | — | -5.92% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.53% | — | -13.67% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.92% | — | -2.17% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.19% | — | +2119.44% | |
| 8 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 3.09% | — | -0.30% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.16% | — | +1.20% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.83% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.83% | — | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.49% | — | +3.34% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | — | +1.70% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.26% | — | +24.51% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.09% | — | — | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.95% | — | — | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.89% | — | +21.22% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.64% | — | +102.78% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | — | +197.24% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.43% | — | +29.44% | |
| 21 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.37% | — | +0.89% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.31% | — | — | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.30% | — | +0.40% | |
| 24 | SNPS | Synopsys INC | 株式-IT | 0.29% | — | — | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.29% | — | +11.34% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.21% | — | +25.04% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.20% | — | +1.63% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.20% | — | +0.25% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | — | +0.59% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.17% | — | -1.90% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.17% | — | +29.95% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.17% | — | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | +50.07% | |
| 34 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.14% | — | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.14% | — | -1.56% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.14% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.14% | — | +38.04% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.11% | — | +1.73% |