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 | 21.50% | -0.45% | +1.25% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 16.04% | +0.23% | -3.00% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 11.44% | -0.14% | -0.49% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-その他 | 5.52% | — | +6.69% | |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.50% | — | +1.00% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.30% | +0.10% | -0.02% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.25% | +0.16% | -2.47% | |
| 8 | POST | Post Holdings INC | 株式-生活必需品 | 2.70% | — | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.19% | — | +0.15% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.90% | — | +0.43% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.83% | -0.03% | +0.81% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.34% | +0.04% | +13.81% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.30% | — | +2.70% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.21% | -0.07% | +0.05% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.97% | +0.10% | +0.09% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.23% | +11.71% | |
| 17 | SPLP | Steel Partners Holdings LP | 株式-その他 | 0.92% | — | — | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.81% | — | +1.15% | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.80% | — | — | |
| 20 | PGR | Progressive CORP | 株式-金融 | 0.80% | -0.05% | — | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.79% | — | +1.01% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | — | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | -0.23% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.53% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | — | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.52% | — | +0.03% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.52% | — | — | |
| 28 | ✓ | 株式-その他 | 0.51% | — | — | ||
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.50% | — | +33.82% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | -5.92% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.46% | — | +82.57% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | +92.66% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | +131.16% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.42% | +0.03% | NEW | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.40% | — | +0.60% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | +0.04% | — | |
| 37 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.39% | — | +0.01% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.39% | -0.06% | — | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.35% | +0.04% | +73.10% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.34% | — | -8.28% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.32% | — | +187.50% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.30% | — | +0.23% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.30% | — | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | — | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.26% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.25% | +0.06% | -4.45% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.24% | — | +1.16% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.23% | — | — | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | — | — | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +58.72% |