CIK: 0001555170
申告総資産額
$246.7億
上位200銘柄を表示中(全673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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 24.07% | -0.61% | -4.78% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 23.43% | — | +563.55% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.58% | — | +533.80% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.42% | — | +529.70% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.58% | — | +981.86% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.54% | — | +2.40% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.09% | — | +608.16% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.68% | -0.08% | +289.94% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.61% | — | +306.61% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.98% | — | +360.74% | |
| 11 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.33% | — | +600.89% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.14% | — | +497.50% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.91% | — | -0.08% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.72% | — | +2.17% | |
| 15 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.71% | — | +52.04% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | — | +248.22% | |
| 17 | INTC | Intel CORP | 株式-IT | 0.67% | — | +11.44% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.60% | — | -0.89% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.55% | -0.13% | -0.72% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | — | +272.56% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.50% | — | -3.77% | |
| 22 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.41% | — | — | |
| 23 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.41% | — | — | |
| 24 | IDV | Ishares International Select | ETF-その他 | 0.39% | — | -30.73% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.09% | +3.65% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.36% | — | +67.87% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.26% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.08% | +2.11% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | +17.14% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.24% | — | +3.64% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -0.20% | +0.44% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.21% | -0.06% | -11.31% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.18% | — | +1.62% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.17% | — | -1.96% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.05% | +5.91% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | +13.31% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.16% | — | +16.04% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | -8.87% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.15% | — | +43.85% | |
| 40 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.15% | — | +3.99% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.14% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | — | -8.82% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.14% | — | -12.44% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.14% | — | +17.32% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | +451.41% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | +5.97% | |
| 47 | SUB | Ishares Short-term National | ETF-その他 | 0.12% | — | -9.26% | |
| 48 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.12% | — | -1.21% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | — | +0.25% | |
| 50 | EIX | Edison International | 株式-公益事業 | 0.11% | — | — |