CIK: 0001576762
申告総資産額
$36.6億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.24% | — | +9.83% | |
| 2 | ✓ | Powershares | 株式-その他 | 4.54% | — | +8.24% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.14% | — | +15.52% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.89% | — | +37.28% | |
| 5 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 3.89% | — | +4.53% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 3.88% | — | +11.61% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 3.71% | — | +3.23% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.64% | — | +4.76% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.42% | +0.95% | -0.24% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.27% | -0.08% | +11.90% | |
| 11 | RWO | State Street Spdr Dow Jones | ETF-その他 | 3.07% | — | +17.88% | |
| 12 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 3.05% | — | +8.71% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.97% | — | +7.26% | |
| 14 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 2.76% | — | +3.68% | |
| 15 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.68% | — | +35.81% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.15% | — | +4.24% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.03% | — | +4.38% | |
| 18 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.60% | — | +16.60% | |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.58% | — | +16.30% | |
| 20 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.57% | — | +4.19% | |
| 21 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 1.37% | — | +22.15% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.32% | — | -9.93% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.27% | — | +7.16% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.25% | — | -6.12% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.16% | — | +46.02% | |
| 26 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.08% | — | +767.60% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.07% | — | +45.75% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.06% | — | +31.90% | |
| 29 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.03% | — | +199.13% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.93% | — | +439.25% | |
| 31 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.86% | — | +4.91% | |
| 32 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.81% | — | +8.62% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.76% | — | +5.52% | |
| 34 | 90002USD | Guggenheim Bulletshares 2018 | ETF-その他 | 0.69% | — | +21.39% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.68% | — | -27.37% | |
| 36 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.63% | — | +34.53% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.63% | — | +34.20% | |
| 38 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.62% | — | +12.37% | |
| 39 | BABUSD | Invesco Taxable Municipal Bo | ETF-その他 | 0.60% | — | -4.38% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.53% | — | +30.79% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.51% | — | +121.49% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | — | +27.42% | |
| 43 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.47% | — | +168.66% | |
| 44 | VFH | Vanguard Financials ETF | ETF-その他 | 0.45% | — | +6.10% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.45% | — | +24.56% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.43% | -0.07% | +8.15% | |
| 47 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.43% | — | +5.19% | |
| 48 | STEW | Srh Total Return Fund INC | 株式-その他 | 0.43% | — | +167.92% | |
| 49 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.42% | — | +171.22% | |
| 50 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.42% | — | +27.69% |