CIK: 0001534843
申告総資産額
$4.6億
| # | 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 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 31.49% | — | -7.99% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 16.12% | — | -8.23% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 11.01% | — | +167.35% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.78% | — | +30.14% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 7.01% | — | — | |
| 6 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 5.20% | — | — | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.88% | — | -24.27% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.81% | — | -7.41% | |
| 9 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 2.63% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 0.76% | — | +1264.17% | |
| 11 | SPG | Simon Property Group INC | 株式-不動産 | 0.76% | — | — | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.57% | — | -2.98% | |
| 13 | ✓ | Yahoo INC | 株式-その他 | 0.54% | — | +9.52% | |
| 14 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.54% | — | +0.78% | |
| 15 | GPN | Global Payments INC | 株式-資本財 | 0.53% | — | +0.52% | |
| 16 | ✓ | 株式-その他 | 0.51% | — | — | ||
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -9.09% | |
| 18 | DAL | Delta Air Lines INC | 株式-資本財 | 0.46% | — | -1.71% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +0.59% | |
| 20 | WDC | Western Digital CORP | 株式-IT | 0.44% | — | -1.14% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | +1.96% | |
| 22 | GT | Goodyear Tire & Rubber Co | 株式-一般消費財 | 0.41% | — | +4.34% | |
| 23 | AIG | American International Group | 株式-金融 | 0.41% | — | — | |
| 24 | EBAY | Ebay INC | 株式-一般消費財 | 0.39% | — | +0.03% | |
| 25 | DOW | Dow Chem Co | 株式-素材 | 0.38% | — | -1.47% | |
| 26 | ✓ | 株式-その他 | 0.38% | — | -1.22% | ||
| 27 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.32% | — | — | |
| 28 | XXI | Twenty One Capital, Inc. | 株式-その他 | 0.28% | — | -2.51% | |
| 29 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.26% | — | -25.57% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.24% | — | -2.01% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | — | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.09% | — | -13.06% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.09% | — | -25.88% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.08% | — | -99.00% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.08% | — | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.08% | — | -4.93% | |
| 37 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.05% | — | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.05% | — | — | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.04% | — | -8.33% | |
| 40 | ✓ | Washington Prime Group INC | 株式-その他 | 0.04% | — | +77.32% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.04% | — | -34.38% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.04% | — | — | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.04% | — | -5.11% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.04% | — | — | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.03% | — | — | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.03% | — | -7.26% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.03% | — | -19.76% | |
| 48 | HYT | Blackrock CORP Hi Yld | 株式-その他 | 0.02% | — | — | |
| 49 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 0.02% | — | — | |
| 50 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.02% | — | — |