CIK: 0001511550
申告総資産額
$6.2億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.11% | — | +1.15% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.51% | +0.11% | +1.60% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 5.29% | — | +1.68% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.38% | -0.12% | +0.69% | |
| 5 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 4.04% | — | -0.46% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.84% | +0.10% | +0.66% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.61% | — | -0.48% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.58% | — | +4.80% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.58% | — | -0.14% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.49% | — | -0.91% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.27% | — | -0.68% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.24% | — | -0.23% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 3.05% | — | +3.03% | |
| 14 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.59% | — | +0.16% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.27% | — | -0.05% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.93% | — | +0.29% | |
| 17 | VDE | Vanguard Energy ETF | ETF-その他 | 1.77% | +0.06% | -1.20% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.74% | +0.03% | +0.08% | |
| 19 | IGE | Ishares North American Natur | ETF-その他 | 1.73% | +0.05% | -0.15% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.65% | — | +34.07% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.65% | — | -0.02% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.64% | -0.07% | -0.42% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | +0.12% | +3.57% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.41% | — | +0.80% | |
| 25 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.23% | — | +58.17% | |
| 26 | WRB | Wr Berkley CORP | 株式-金融 | 1.20% | -0.04% | +17.59% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.14% | — | -1.07% | |
| 28 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.11% | -0.28% | +0.03% | |
| 29 | AAPL | Apple INC | 株式-IT | 1.05% | -0.44% | +631.17% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | -0.07% | -4.40% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | — | +0.10% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | -0.15% | +0.32% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.80% | — | +0.27% | |
| 34 | OMC | Omnicom Group | 株式-通信サービス | 0.77% | — | +0.21% | |
| 35 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.77% | — | +0.21% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | -0.06% | -2.29% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.70% | — | +0.08% | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.69% | -0.13% | -0.26% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.66% | — | +8.28% | |
| 40 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.65% | — | +1.10% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +14.41% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.58% | — | +0.35% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.04% | +5.24% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | -0.04% | +5.13% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | -0.22% | +0.45% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.53% | — | +28.02% | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.43% | — | +9.55% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | — | +0.25% | |
| 49 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.41% | — | +22.14% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | +6.81% |