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 | 5.92% | — | -2.28% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.38% | +0.11% | -0.06% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.92% | — | -0.91% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.57% | -0.12% | -0.63% | |
| 5 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.42% | — | +0.07% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.25% | +0.10% | -0.89% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.12% | — | +0.25% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.02% | — | -0.77% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.96% | — | -1.07% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.89% | — | -1.02% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 2.83% | — | +32.60% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.73% | — | -0.99% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.64% | — | -0.70% | |
| 14 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.19% | — | -1.38% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.03% | — | -2.17% | |
| 16 | ✓ | 株式-その他 | 1.88% | — | +18.06% | ||
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.73% | — | -0.42% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.65% | -0.18% | +14.77% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.58% | — | -1.47% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.55% | +0.03% | -0.35% | |
| 21 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.54% | — | +0.01% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.51% | — | -1.32% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.43% | +0.09% | +65.00% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.42% | -0.07% | +0.53% | |
| 25 | WRB | Wr Berkley CORP | 株式-金融 | 1.33% | -0.04% | +0.15% | |
| 26 | VDE | Vanguard Energy ETF | ETF-その他 | 1.29% | +0.06% | +1.68% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.23% | -0.44% | +1.24% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.21% | +0.08% | +57.05% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.14% | — | +0.75% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.14% | -0.07% | -3.24% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | +0.12% | +0.76% | |
| 32 | IGE | Ishares North American Natur | ETF-その他 | 1.09% | +0.05% | +1.84% | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.08% | — | +0.18% | |
| 34 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.07% | -0.28% | +96.14% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.05% | +0.22% | +54.20% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.94% | — | -0.08% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.88% | — | +8.89% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.81% | — | +0.21% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.79% | — | +0.36% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | — | +1.05% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | -0.15% | -0.13% | |
| 42 | OMC | Omnicom Group | 株式-通信サービス | 0.62% | — | -0.85% | |
| 43 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.62% | — | +9.59% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | -0.06% | -0.50% | |
| 45 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.61% | -0.13% | -0.62% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | +0.78% | |
| 47 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 0.54% | — | +0.16% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.52% | — | -0.73% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | -0.22% | +4.98% | |
| 50 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.50% | — | — |