CIK: 0001512780
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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 27.22% | -0.40% | +2.64% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 8.71% | +0.97% | +29.06% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 5.87% | +0.29% | +6.55% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.42% | -0.22% | +3.56% | |
| 5 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 4.29% | -0.02% | +4.24% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.22% | +0.52% | +3.94% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.54% | +0.25% | +1.22% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.50% | -1.57% | +2.58% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 3.43% | +0.66% | +1.35% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.25% | -0.45% | -0.23% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 3.23% | -0.31% | +7.32% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.08% | -0.03% | +2.57% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.78% | -0.26% | +9.78% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.51% | -0.07% | — | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.49% | -0.03% | +9.58% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.42% | +0.44% | -1.22% | |
| 17 | XNTK | Ss Spdr Nyse Tech ETF | ETF-テック型 | 1.35% | +0.48% | +5.49% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.07% | — | -1.29% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.05% | +0.19% | — | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.04% | -0.03% | +2.00% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.99% | -0.05% | +3.87% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.73% | -0.06% | +3.23% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.70% | -0.20% | -9.01% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.64% | — | — | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.60% | -0.01% | +4.79% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.59% | — | — | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.54% | -0.03% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | +0.03% | — | |
| 29 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.53% | -0.20% | — | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.50% | -0.04% | — | |
| 31 | AAPL | Apple INC | 株式-IT | 0.50% | -0.02% | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.46% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | +0.01% | — | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.41% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | -0.02% | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.36% | — | — | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.35% | — | — | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.35% | — | — | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.33% | -0.01% | +5.32% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.28% | +0.08% | — | |
| 41 | HEI-A | Heico Corp-class A | 株式-その他 | 0.23% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | +22.41% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.21% | — | — | |
| 45 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.19% | — | — | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.17% | — | — | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.17% | — | +4.41% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.17% | — | — | |
| 49 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.16% | — | +4.92% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | — |