CIK: 0001009198
申告総資産額
$2.2億
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 19.13% | +0.34% | -2.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.29% | +0.76% | -5.13% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 9.33% | +0.45% | +4.11% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.50% | -0.04% | -3.44% | |
| 5 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 5.34% | -0.03% | +0.89% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.17% | +0.18% | -1.62% | |
| 7 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 4.96% | -0.09% | +14.71% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.76% | -0.30% | +8.02% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 4.31% | -0.18% | +5.99% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.76% | -0.15% | +4.10% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.35% | -0.11% | -6.49% | |
| 12 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.28% | -0.38% | +7.41% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | +0.25% | -0.60% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.40% | +0.01% | -2.04% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.21% | -0.01% | -26.26% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.03% | +0.02% | +0.71% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.34% | +0.01% | +0.40% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.67% | +0.02% | +0.19% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | +0.01% | -2.93% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | -0.07% | +0.79% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.30% | -0.07% | — | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.19% | -0.02% | -21.63% | |
| 23 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.18% | -0.18% | EXIT | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.17% | +0.03% | +0.04% | |
| 25 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.16% | -0.01% | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.15% | +0.01% | — | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.15% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.14% | -0.14% | EXIT | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.14% | -0.01% | — |