CIK: 0001482880
申告総資産額
$206.9億
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 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 17.14% | — | +0.35% | |
| 2 | MAR | Marriott International -cl A | 株式-一般消費財 | 6.90% | — | -0.21% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.71% | -0.59% | +0.70% | |
| 4 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 3.64% | — | -1.34% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.80% | -0.14% | -1.95% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.30% | — | -9.06% | |
| 7 | ✓ | CME Group Inc. | 株式-その他 | 2.16% | — | — | |
| 8 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 2.11% | — | -5.97% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.04% | — | +0.69% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.75% | — | +2.44% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.59% | — | -1.48% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.50% | -0.11% | +1.68% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.45% | — | +4.25% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | -1.10% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.21% | — | -0.72% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.07% | — | +3.01% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | — | +13.35% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.95% | — | -4.33% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.03% | -2.37% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.94% | — | +3.01% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.22% | -1.45% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | +0.02% | -0.18% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.85% | — | -0.63% | |
| 24 | WWD | Woodward INC | 株式-資本財 | 0.85% | — | +8.26% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | -0.16% | -1.81% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | -0.17% | -2.76% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.72% | — | -0.37% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | — | -1.83% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.62% | — | -0.24% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.62% | — | +0.42% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | +0.16% | |
| 32 | WM | Waste Management INC | 株式-資本財 | 0.56% | — | +2.42% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.56% | — | +5.68% | |
| 34 | ✓ | AT & T, Inc. New | 株式-その他 | 0.52% | — | -1.69% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | +1.21% | |
| 36 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.50% | — | -7.85% | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 0.50% | — | -1.88% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.48% | — | +0.79% | |
| 39 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.45% | — | -0.37% | |
| 40 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.45% | — | — | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.43% | — | +11.72% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | +0.70% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | — | -0.46% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | — | +3.82% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | -1.76% | |
| 46 | NAVI | Navient CORP | 株式-その他 | 0.39% | — | -0.19% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.38% | — | +0.90% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.36% | — | -3.19% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.35% | — | — | |
| 50 | ✓ | Alphabet Inc. | 株式-その他 | 0.33% | — | -5.68% |