CIK: 0001123812
申告総資産額
$6.5億
上位200銘柄を表示中（全271銘柄）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.59% | +0.24% | -7.41% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 11.66% | -0.81% | -8.46% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.93% | +0.66% | +2.00% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.82% | +0.45% | -5.07% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.14% | +1.66% | +7.38% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.12% | +0.41% | +0.41% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 5.05% | -0.17% | +3.54% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.48% | -0.03% | -6.81% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.45% | — | -4.80% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.42% | +0.12% | +1.77% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.77% | +0.40% | +6.18% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.33% | -0.09% | -12.84% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.16% | -5.17% | -11.48% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.10% | +0.48% | +0.25% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.66% | +0.14% | +159.42% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.43% | +0.11% | -1.44% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.32% | — | +519.26% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 1.01% | +0.08% | +1.68% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.90% | -0.04% | -5.98% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.72% | — | +11.49% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.71% | — | -0.06% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.69% | — | -2.66% | |
| 23 | MBB | Ishares Mbs ETF | ETF-その他 | 0.67% | — | -14.42% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.12% | -4.57% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.57% | — | +24.66% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.56% | +0.04% | +240.27% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | — | -9.08% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.46% | -0.02% | -0.30% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.45% | — | -6.87% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.39% | -0.05% | -26.54% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.37% | +0.09% | +27.42% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | +0.01% | -9.85% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.06% | -0.39% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.30% | — | -3.28% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.30% | -0.11% | EXIT | |
| 36 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.28% | — | -5.81% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.27% | +0.41% | -4.07% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.26% | — | -4.27% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.26% | — | +50.09% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | -2.81% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | -11.13% | |
| 42 | XLF | Ss Financial Select Sector | ETF-その他 | 0.23% | — | -11.07% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | — | -11.73% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | -0.01% | -6.93% | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.21% | — | — | |
| 46 | ICE | Intercontinental Exchange In | 株式-金融 | 0.21% | — | -10.60% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.21% | -0.04% | -3.14% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.21% | — | +116.42% | |
| 49 | MU | Micron Technology INC | 株式-IT | 0.21% | -0.13% | -0.33% | |
| 50 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.21% | — | — |