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 | 17.77% | -0.45% | -6.10% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 13.75% | +0.23% | -1.63% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 12.70% | +0.16% | -0.60% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 9.95% | -0.14% | +0.25% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.09% | +0.10% | -1.68% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.93% | +0.38% | -3.42% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.91% | +0.10% | -2.27% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.82% | -0.23% | -2.31% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.16% | — | +0.07% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.94% | — | +2.76% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.93% | — | — | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.92% | -0.03% | -0.17% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.81% | — | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.69% | +0.06% | -10.33% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.42% | — | +0.04% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.37% | -0.07% | -0.47% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.18% | — | +0.06% | |
| 18 | PGR | Progressive CORP | 株式-金融 | 1.03% | -0.05% | — | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | — | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.78% | — | +0.42% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | +0.07% | +111.38% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.72% | +0.04% | -0.76% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | +0.47% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.69% | -0.04% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | -0.04% | +11.98% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | — | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.58% | — | +0.33% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.55% | — | — | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.55% | +0.03% | +300.00% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.54% | — | — | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.50% | — | +101.18% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.46% | -0.11% | — | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.45% | — | +17.23% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | — | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.40% | — | -0.64% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | — | — | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | +0.04% | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.23% | +0.22% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | +0.03% | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | — | — | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.33% | — | — | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | — | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.27% | — | +100.61% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.26% | — | +0.12% | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.26% | — | -8.17% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | -0.05% | EXIT | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.23% | — | — | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.23% | — | — | |
| 49 | SPLP | Steel Partners Holdings LP | 株式-その他 | 0.23% | — | -38.45% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.21% | — | +0.61% |