CIK: 0001123812
申告総資産額
$6.5億
上位200銘柄を表示中（全251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 | 11.43% | +0.24% | -2.61% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.32% | +0.66% | +2.01% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.33% | +0.45% | +0.94% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.26% | +1.66% | +3.86% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 6.56% | -0.81% | -25.21% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.02% | +0.41% | +16.08% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 5.89% | -0.17% | +29.42% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.12% | -0.09% | +11.21% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.66% | +0.40% | -7.30% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.48% | -5.17% | -21.67% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.45% | — | -0.94% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.30% | -0.04% | +11.02% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.18% | -0.03% | -1.30% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.16% | +0.12% | -3.04% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.05% | +0.48% | +3.79% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.61% | +0.11% | +2.76% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.61% | -0.05% | +24.64% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.54% | +0.11% | +5.51% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.35% | +0.30% | +5.94% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.96% | +0.14% | +1.50% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.91% | +0.08% | +3.45% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 0.83% | — | +26.95% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.76% | — | +1.28% | |
| 24 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.72% | — | +1.93% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.69% | — | +3.71% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.61% | -0.12% | +0.39% | |
| 27 | SUB | Ishares Short-term National | ETF-その他 | 0.61% | — | — | |
| 28 | AAPL | Apple INC | 株式-IT | 0.59% | +0.04% | -2.98% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.51% | — | +9.81% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.47% | — | +0.16% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | — | +0.16% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.42% | +0.09% | +12.60% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | +5.03% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | +0.01% | +1862.51% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.35% | -0.02% | -3.49% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.33% | — | +6.60% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.06% | -3.18% | |
| 38 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.32% | — | — | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.32% | — | +0.84% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.31% | — | +1.42% | |
| 41 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.31% | — | — | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.30% | — | +6.86% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.25% | — | +0.16% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.25% | — | +3.51% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.25% | +0.41% | +1.99% | |
| 46 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.25% | — | -3.05% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.23% | -0.04% | +1.97% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | — | +6.04% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.21% | — | +1.42% | |
| 50 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.21% | — | +52.02% |