CIK: 0001123812
申告総資産額
$6.5億
上位200銘柄を表示中（全275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 | 12.59% | +0.24% | -3.50% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.89% | +0.66% | +2.72% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.71% | +0.45% | +4.74% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.98% | +1.66% | +1.62% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 6.96% | -0.81% | -15.21% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.47% | +0.41% | -15.79% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.89% | -5.17% | +61.83% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.76% | -0.17% | -26.07% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.24% | — | -1.75% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.77% | -0.09% | +26.26% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.61% | +0.40% | +13.36% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.50% | +0.12% | -30.92% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.35% | -0.03% | -34.39% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.26% | -0.04% | +134.77% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.13% | +0.48% | +8.19% | |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.77% | -0.05% | +536.52% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.54% | +0.11% | +1123.02% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.23% | +0.30% | +2267.57% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.10% | +0.11% | +27.28% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.91% | +0.08% | -0.03% | |
| 21 | MBB | Ishares Mbs ETF | ETF-その他 | 0.79% | — | -25.13% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.72% | — | +125.00% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -0.12% | +1.77% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.67% | +0.04% | +0.20% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 0.64% | — | — | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.62% | — | -2.90% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.62% | — | +7.94% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | +8.09% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | +0.01% | -6.90% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.45% | — | -1.36% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.41% | +0.09% | +9.23% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.37% | -0.02% | -0.29% | |
| 33 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.33% | — | +19.29% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.32% | — | -34.20% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.32% | — | +13.03% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.32% | — | +14.89% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.32% | — | -3.24% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.06% | +1.90% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.31% | — | -4.04% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.31% | — | +12.20% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.29% | — | -6.74% | |
| 42 | MU | Micron Technology INC | 株式-IT | 0.27% | -0.13% | -0.46% | |
| 43 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.27% | +0.41% | -5.93% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.26% | — | -21.79% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.26% | -0.04% | +6.13% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | -0.01% | +33.27% | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.24% | — | -14.74% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.24% | -0.11% | EXIT | |
| 49 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.22% | — | -2.00% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.22% | — | -19.40% |