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 | 20.83% | -0.45% | -10.74% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 18.03% | +0.23% | -0.00% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 10.77% | -0.14% | -0.04% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.83% | — | +5.01% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.64% | +0.16% | +12.61% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.11% | +0.10% | +49.17% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.96% | — | +3.81% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.87% | — | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.96% | +0.06% | — | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.74% | -0.03% | +0.19% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.70% | — | -0.32% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.41% | -0.23% | +28.35% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.31% | +0.10% | +30.92% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.06% | +0.04% | -3.38% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.04% | — | +1.58% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | -0.07% | -2.16% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 0.99% | — | -4.32% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.91% | — | — | |
| 20 | PGR | Progressive CORP | 株式-金融 | 0.87% | -0.05% | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | +0.23% | +0.10% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | -0.05% | EXIT | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.69% | — | -0.82% | |
| 24 | SPLP | Steel Partners Holdings LP | 株式-その他 | 0.68% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | -30.60% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.67% | — | — | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | — | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.52% | — | -5.07% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.49% | — | — | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.49% | — | — | |
| 31 | UTXZ | United Tech CORP | 株式-その他 | 0.48% | — | — | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | +0.04% | -36.05% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.47% | — | — | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.47% | — | -8.59% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | — | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.41% | +0.03% | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.40% | — | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.37% | — | — | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | — | — | |
| 40 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.37% | — | +0.01% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | +0.03% | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.34% | — | — | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.34% | — | — | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.31% | — | — | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.30% | +0.04% | — | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.30% | — | -41.57% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.29% | — | — | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.28% | — | — | |
| 49 | T | At&t INC | 株式-通信サービス | 0.24% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | — |