CIK: 0001482880
申告総資産額
$206.9億
上位200銘柄を表示中（全283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 | 15.65% | — | +2.35% | |
| 2 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 3.12% | — | -1.32% | |
| 3 | VAC | Marriott Vacations World | 株式-一般消費財 | 2.90% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.61% | — | -11.56% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.17% | — | +3.94% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.08% | -0.59% | -0.57% | |
| 7 | MAR | Marriott International -cl A | 株式-一般消費財 | 2.08% | — | -1.58% | |
| 8 | ✓ | CME Group Inc. | 株式-その他 | 1.85% | — | -2.04% | |
| 9 | ✓ | SPDR S&P International Small C | 株式-その他 | 1.83% | — | +9.32% | |
| 10 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.76% | — | -3.66% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.75% | -0.11% | +0.53% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.74% | -0.14% | -0.19% | |
| 13 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 1.53% | — | -1.64% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | — | +2.51% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.48% | — | +1.65% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.32% | -0.22% | +1.68% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.12% | — | +4.44% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +0.15% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.02% | — | -34.22% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.97% | — | +1.45% | |
| 21 | WWD | Woodward INC | 株式-資本財 | 0.97% | — | -0.00% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.96% | — | -0.29% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | — | +0.79% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.87% | — | -0.30% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.85% | — | +7.55% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.02% | -0.06% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | +22.79% | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.81% | — | +7.05% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | -0.17% | +0.26% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.77% | — | +24.41% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.75% | — | -0.53% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.72% | — | +10.60% | |
| 33 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.71% | — | -0.56% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.70% | — | +2.48% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.69% | — | +7.46% | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.69% | — | +9.95% | |
| 37 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.67% | — | +15.01% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.67% | — | -0.18% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.03% | -6.98% | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.64% | — | -3.54% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | -0.16% | +7.24% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.60% | — | +1.97% | |
| 43 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.60% | — | +2.65% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.59% | — | +4.08% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.58% | — | -0.28% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.55% | — | -37.49% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.54% | — | -0.98% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | — | -26.52% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | +0.32% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.48% | — | -58.54% |