CIK: 0001599637
申告総資産額
$7.8億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 41.90% | +1.17% | +25.40% | |
| 2 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 10.82% | — | +85.96% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 10.37% | -3.82% | +35.81% | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 9.00% | -5.01% | +40.15% | |
| 5 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 5.38% | — | +249.03% | |
| 6 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 5.23% | — | +75.66% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.54% | — | +47.42% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.53% | +9.53% | -21.51% | |
| 9 | CCJ | Cameco CORP | 株式-エネルギー | 1.44% | +0.29% | +117.61% | |
| 10 | EWU | Ishares Msci United Kingdom | ETF-その他 | 1.31% | — | +38.42% | |
| 11 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.08% | — | -11.77% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.10% | +161.43% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 0.58% | — | +4.38% | |
| 14 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.57% | — | +3.94% | |
| 15 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.53% | -1.11% | EXIT | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | +1.22% | NEW | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | +0.14% | +4.21% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | +0.13% | +4.38% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.52% | — | — | |
| 20 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.48% | — | +4.99% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | — | +4.92% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | +4.98% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.47% | — | — | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.46% | — | +4.63% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | +0.10% | +1.19% | |
| 26 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.19% | — | +5.48% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.09% | — | — | |
| 29 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.08% | — | — | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 0.08% | — | — | |
| 31 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.08% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.08% | -0.18% | — | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.08% | — | — | |
| 34 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.08% | — | — | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.08% | — | — | |
| 36 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.08% | — | — | |
| 37 | CME | Cme Group INC | 株式-金融 | 0.08% | — | — | |
| 38 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.07% | — | — | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.07% | — | — | |
| 40 | ANETEUR | Arista Networks INC | 株式-その他 | 0.06% | — | — | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.05% | — | — | |
| 42 | ACHR | Archer Aviation Inc-a | 株式-資本財 | 0.01% | — | -50.00% | |
| 43 | ACHR-WS | Archer Aviation INC -cw26 | 株式-その他 | — | — | — |