CIK: 0001555170
申告総資産額
$246.7億
上位200銘柄を表示中(全896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 | 33.68% | -0.61% | +2.53% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 30.33% | — | +5.09% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.35% | — | — | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.94% | -0.08% | -0.70% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.57% | +0.03% | — | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.46% | — | — | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.24% | — | -73.08% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.93% | — | -64.10% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.89% | — | -72.70% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | — | +4.76% | |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.64% | — | +4.71% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.63% | — | -0.19% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.59% | — | -4.46% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.57% | — | — | |
| 15 | INTC | Intel CORP | 株式-IT | 0.52% | — | -0.93% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.51% | -0.13% | -2.22% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.47% | — | -16.75% | |
| 18 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.38% | — | -4.56% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.34% | — | -61.80% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | +0.09% | -1.24% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.30% | — | +1.00% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.29% | — | -7.67% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.26% | — | -0.88% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.19% | -0.20% | -1.10% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | +0.08% | +2.46% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | — | +17.81% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.15% | — | -2.22% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.14% | — | +13.95% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | +0.05% | -0.37% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | -0.06% | +1.20% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.11% | — | -19.04% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.10% | — | -3.50% | |
| 33 | SUB | Ishares Short-term National | ETF-その他 | 0.10% | — | -2.98% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.09% | — | +1.70% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.08% | — | +29097.22% | |
| 36 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.08% | — | -14.87% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.08% | — | -6.62% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.08% | — | +1.59% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.07% | — | -0.87% | |
| 40 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.07% | — | — | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.06% | — | +12.28% | |
| 42 | IDV | Ishares International Select | ETF-その他 | 0.06% | — | +0.08% | |
| 43 | EIX | Edison International | 株式-公益事業 | 0.06% | — | +16.25% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.06% | — | -5.74% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.06% | — | -3.67% | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.06% | — | +3.59% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.05% | — | -1.75% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.05% | — | +1.60% | |
| 49 | PCG | P G & E CORP | 株式-公益事業 | 0.05% | — | +0.38% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.05% | — | -2.84% |