CIK: 0001123812
申告総資産額
$6.5億
上位200銘柄を表示中（全256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 | 13.30% | +0.24% | -5.35% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 9.11% | -0.81% | -0.71% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.90% | +0.66% | +8.53% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.19% | +0.45% | -1.23% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.13% | +1.66% | +5.98% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.09% | +0.41% | +15.98% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 5.22% | -0.17% | +19.60% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.18% | -0.03% | -2.02% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.76% | +0.12% | -0.62% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.40% | — | +15.85% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.94% | +0.40% | +32.60% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.45% | -0.09% | -0.41% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.21% | +0.48% | +0.18% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.06% | -5.17% | +32.56% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.33% | +0.11% | -8.31% | |
| 16 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.07% | — | +177.70% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 0.97% | +0.08% | +6.12% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.93% | +0.14% | +67.75% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.79% | -0.04% | -0.71% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.70% | — | -4.37% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.61% | — | +8.41% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.12% | -1.36% | |
| 23 | MBB | Ishares Mbs ETF | ETF-その他 | 0.57% | — | -0.30% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.54% | — | -16.49% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.49% | +0.04% | +1.42% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | — | +3.35% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.45% | — | -0.55% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | +0.01% | -2.92% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.39% | +0.09% | +0.18% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.38% | -0.02% | -15.65% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.36% | -0.05% | +41.25% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.33% | — | +0.54% | |
| 33 | MU | Micron Technology INC | 株式-IT | 0.33% | -0.13% | -4.47% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | — | +4.66% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.30% | — | +3.91% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.06% | +0.41% | |
| 37 | XLF | Ss Financial Select Sector | ETF-その他 | 0.29% | — | -1.59% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.29% | — | -0.00% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.27% | — | -4.59% | |
| 40 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.27% | +0.41% | -0.27% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.25% | -0.11% | EXIT | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.25% | -0.01% | -6.59% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.25% | — | -0.26% | |
| 44 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.25% | — | +15.36% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.25% | — | +37.15% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.24% | — | +1.10% | |
| 47 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.24% | — | -0.98% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.23% | — | -6.50% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.23% | -0.04% | +1.50% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.22% | — | +0.34% |