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 | 18.28% | -0.45% | -1.40% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 14.66% | +0.23% | +1.37% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 12.99% | +0.16% | +0.88% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 9.71% | -0.14% | -1.76% | |
| 5 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.14% | — | +4.62% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.75% | — | — | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.73% | — | +0.18% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.47% | +0.10% | +0.11% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.23% | +0.10% | -3.29% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.73% | +0.06% | — | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.58% | -0.03% | +0.10% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.58% | -0.07% | -0.10% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.45% | — | -0.36% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.36% | -0.23% | +4.65% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.94% | — | -2.69% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.85% | — | — | |
| 17 | PGR | Progressive CORP | 株式-金融 | 0.84% | -0.05% | — | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.83% | +0.04% | -14.54% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.79% | — | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | +0.23% | +0.11% | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | — | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | — | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.58% | — | +0.20% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | — | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.56% | — | — | |
| 26 | SPLP | Steel Partners Holdings LP | 株式-その他 | 0.53% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | +0.02% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | +0.04% | — | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.49% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.48% | — | — | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.45% | +0.03% | — | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.44% | — | — | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | -0.05% | EXIT | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.43% | — | +0.01% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.43% | — | +0.02% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | — | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 0.42% | — | — | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.40% | — | — | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.36% | — | -5.78% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.36% | — | — | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.35% | — | — | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | +0.03% | — | |
| 43 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.34% | — | +0.01% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.32% | — | — | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | +0.04% | — | |
| 46 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.31% | — | — | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.27% | — | +0.29% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.27% | — | — | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.25% | — | — | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.24% | — | — |