CIK: 0001519676
申告総資産額
$4.9億
| # | 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 | PLD | Prologis INC | 株式-不動産 | 13.16% | -2.92% | +9.17% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.03% | — | -32.92% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.81% | -2.07% | -3.30% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.67% | -1.28% | -4.45% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.56% | -0.16% | -3.78% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.51% | -0.57% | — | |
| 7 | CRM | Salesforce INC | 株式-IT | 3.11% | — | — | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.05% | — | +7.68% | |
| 9 | ICLN | Ishares Global Clean Energy | ETF-その他 | 2.93% | — | +30.20% | |
| 10 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.80% | — | +26.66% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.79% | — | +5.19% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.29% | -0.65% | +7.54% | |
| 13 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.29% | — | — | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.19% | — | -24.59% | |
| 15 | FINX | Global X Fintech ETF | ETF-テック型 | 2.13% | — | +31.65% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.87% | -0.11% | -2.20% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.65% | +0.73% | — | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.64% | — | +9.49% | |
| 19 | IEV | Ishares Europe ETF | ETF-その他 | 1.53% | — | +0.17% | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.37% | — | — | |
| 21 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.32% | -0.04% | +487.71% | |
| 22 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.23% | — | +7.43% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.22% | +0.56% | +78.60% | |
| 24 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.13% | — | +336.60% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | — | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.05% | — | +1655.87% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.02% | — | +129.14% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | -4.53% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.91% | -0.21% | -35.19% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.85% | — | — | |
| 31 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.83% | — | -2.64% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.79% | — | -28.81% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.79% | — | +24.94% | |
| 34 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.77% | -0.08% | +3.28% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.74% | — | +1.84% | |
| 36 | MBB | Ishares Mbs ETF | ETF-その他 | 0.74% | — | +26.53% | |
| 37 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.68% | — | +7.69% | |
| 38 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.62% | — | +12.61% | |
| 39 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.61% | — | +100.00% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.57% | — | +24.22% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.57% | — | -0.19% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.55% | — | +187.61% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | — | +21.11% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.52% | — | +46.16% | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.48% | — | +24.10% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.48% | +0.19% | NEW | |
| 47 | EBIZ | Global X E-commerce ETF | ETF-その他 | 0.42% | — | +583.96% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.41% | — | — | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.40% | — | — | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.40% | — | — |