CIK: 0001551017
申告総資産額
$48.2億
上位200銘柄を表示中（全1165銘柄）
| # | 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 | 9.22% | -0.38% | +2.72% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.62% | -0.18% | -12.96% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.82% | — | +16.39% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.40% | -0.34% | +1.79% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.14% | +0.06% | +40.60% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.80% | -0.07% | -0.31% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.66% | — | +3.90% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.58% | — | +12.94% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 1.48% | — | -0.75% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.12% | +3.78% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.22% | — | +54.37% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.16% | +0.04% | +5.51% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.14% | +0.14% | +0.33% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.05% | -0.12% | +5.41% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | -0.11% | -0.42% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.98% | — | +6.57% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.95% | — | -0.46% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | +4.54% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.82% | +0.19% | -2.23% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.80% | +0.13% | +0.12% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +3.80% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.09% | -2.32% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.72% | — | +9.72% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.12% | -12.48% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | +14.45% | |
| 26 | ADBE | Adobe INC | 株式-IT | 0.62% | — | +15.82% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | — | -1.42% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | +0.81% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.60% | — | -7.05% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.60% | — | +21.87% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | +0.07% | -3.04% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | +3.91% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | +0.06% | +12.06% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.56% | — | +10.74% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +11.43% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.53% | — | +0.56% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | -0.30% | -34.08% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | -5.24% | |
| 39 | IDV | Ishares International Select | ETF-その他 | 0.50% | — | +15.32% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.49% | — | +0.59% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | — | -3.87% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.47% | — | +3.18% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | +0.14% | +17.32% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | — | -2.71% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.45% | — | +4.86% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.44% | — | +27.27% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.43% | — | -25.22% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | — | -5.31% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | -0.08% | +3.86% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.42% | -0.07% | +3.04% |