CIK: 0001661144
申告総資産額
$8.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 25.06% | -0.45% | +4.56% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 11.88% | +0.23% | +4.96% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 11.32% | -0.14% | +16.03% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 7.06% | — | +47.32% | |
| 5 | RWO | State Street Spdr Dow Jones | ETF-その他 | 5.94% | — | +1.64% | |
| 6 | POST | Post Holdings INC | 株式-生活必需品 | 5.43% | — | — | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 5.22% | — | -3.93% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.59% | +0.10% | +0.33% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.18% | — | +0.27% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.10% | +0.16% | +19.54% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.80% | -0.03% | +0.24% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.58% | — | — | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.35% | +0.04% | +0.12% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.32% | -0.07% | +0.04% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | +0.23% | -2.39% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | -7.67% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.89% | +0.10% | — | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.86% | — | -1.85% | |
| 19 | SPLP | Steel Partners Holdings LP | 株式-その他 | 0.82% | — | — | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.62% | — | — | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | +0.04% | -4.02% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | -0.23% | — | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.54% | — | +0.04% | |
| 24 | PGR | Progressive CORP | 株式-金融 | 0.54% | -0.05% | — | |
| 25 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.52% | — | -2.21% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.44% | — | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -19.85% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | — | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.35% | — | — | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.35% | — | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.35% | — | +43.51% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.34% | — | -3.37% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.34% | — | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | — | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.26% | — | -3.73% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.25% | — | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | +0.06% | — | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.21% | — | -6.70% | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.21% | — | — | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.20% | +0.04% | -5.79% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.20% | — | +0.52% | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.18% | — | — | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.18% | — | -9.83% | |
| 44 | TWXCHF | Time Warner INC | 株式-その他 | 0.16% | — | -4.74% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.15% | — | — | |
| 46 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.13% | — | — | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.13% | — | — | |
| 48 | T | At&t INC | 株式-通信サービス | 0.12% | — | — | |
| 49 | AXP | American Express Company | 株式-金融 | 0.11% | — | -4.74% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.10% | — | +0.60% |