CIK: 0001482880
申告総資産額
$206.9億
上位200銘柄を表示中（全262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 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 16.33% | — | +4.33% | |
| 2 | MAR | Marriott International -cl A | 株式-一般消費財 | 6.13% | — | -0.59% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.87% | -0.59% | +0.20% | |
| 4 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 3.86% | — | -3.72% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.85% | -0.14% | +1.56% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.80% | — | -5.53% | |
| 7 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 2.10% | — | -26.55% | |
| 8 | ✓ | CME Group Inc. | 株式-その他 | 2.09% | — | -1.18% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.04% | — | +4.99% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.77% | — | +0.25% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.71% | — | -0.76% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.43% | -0.11% | +2.19% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.26% | — | +17.25% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | +2.30% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.03% | +5.23% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.00% | — | +9.12% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.97% | — | -4.25% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.96% | — | +6.21% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.22% | +11.36% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | +0.02% | +2.12% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.91% | — | +3.22% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.89% | — | -3.51% | |
| 23 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.86% | — | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | — | +2.71% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | -0.16% | +38.80% | |
| 26 | WWD | Woodward INC | 株式-資本財 | 0.78% | — | +2.90% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | -0.17% | +7.55% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.71% | — | +1.99% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.68% | — | +0.44% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | — | -3.49% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.63% | — | -0.43% | |
| 32 | ✓ | AT & T, Inc. New | 株式-その他 | 0.61% | — | +8.39% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.58% | — | +6.28% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.58% | — | -3.32% | |
| 35 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.56% | — | -2.93% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.54% | — | +95.95% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | +6.97% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.50% | — | +1.76% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | +3.49% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +6.29% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +5.21% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | — | +7.73% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.44% | — | +13.28% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +8.88% | |
| 45 | NAVI | Navient CORP | 株式-その他 | 0.42% | — | -1.10% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.40% | — | -0.95% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.38% | — | -12.87% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | +14.39% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.37% | — | -1.41% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | — | -0.91% |