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 | 6.85% | — | +0.21% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.78% | +0.11% | +7.36% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 5.41% | — | +5.45% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.16% | -0.12% | -0.49% | |
| 5 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.80% | — | +0.17% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.56% | +0.10% | +0.17% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.51% | — | -0.12% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.38% | — | -0.26% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.30% | — | -0.51% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.22% | — | +7.49% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.09% | — | +0.22% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.04% | — | -0.05% | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.70% | — | +0.85% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.51% | — | -12.54% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.25% | — | +11.71% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.90% | — | -0.58% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.82% | — | +1.85% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.64% | +0.03% | -0.56% | |
| 19 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.62% | — | +5.72% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.59% | -0.07% | +0.47% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.57% | — | +0.17% | |
| 22 | VDE | Vanguard Energy ETF | ETF-その他 | 1.42% | +0.06% | +2.48% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.36% | — | +0.77% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | +0.12% | -0.05% | |
| 25 | IGE | Ishares North American Natur | ETF-その他 | 1.27% | +0.05% | +1.86% | |
| 26 | WRB | Wr Berkley CORP | 株式-金融 | 1.24% | -0.04% | +0.35% | |
| 27 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.21% | -0.28% | +5.65% | |
| 28 | AAPL | Apple INC | 株式-IT | 1.17% | -0.44% | +0.80% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.04% | — | +0.34% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | -0.07% | -1.42% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.90% | — | +9.14% | |
| 32 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.87% | — | +0.25% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.84% | — | +6.39% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | +0.10% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.80% | -0.15% | +0.35% | |
| 36 | OMC | Omnicom Group | 株式-通信サービス | 0.78% | — | +0.28% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | -0.18% | +56.31% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.74% | — | +6.77% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | -0.06% | -0.46% | |
| 40 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.68% | -0.13% | +0.75% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.63% | — | -0.49% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +0.74% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.56% | — | +0.28% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.22% | +0.47% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | +18.53% | |
| 46 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.55% | — | +0.60% | |
| 47 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 0.53% | — | +6.29% | |
| 48 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.50% | — | +7.11% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.04% | +0.69% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | -0.04% | +0.62% |