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 | 5.79% | — | -1.66% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.14% | +0.11% | +0.13% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.76% | — | -0.07% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.55% | -0.12% | +0.57% | |
| 5 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.11% | — | -0.10% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.06% | — | +1.17% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.06% | +0.10% | +0.86% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.94% | — | -0.95% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 2.91% | — | -2.02% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.71% | — | +0.89% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.64% | — | +0.16% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.47% | — | -0.92% | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.43% | — | +0.11% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.24% | -0.18% | +4.40% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.24% | — | +6.91% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.03% | +0.09% | +2.29% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.99% | +0.22% | +13.71% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.58% | — | -28.95% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.54% | — | -3.91% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.47% | — | +1.86% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.46% | +0.03% | -0.28% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.45% | +0.08% | +16.76% | |
| 23 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.43% | — | +2.50% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.36% | -0.07% | +0.54% | |
| 25 | WRB | Wr Berkley CORP | 株式-金融 | 1.30% | -0.04% | -4.26% | |
| 26 | ✓ | 株式-その他 | 1.28% | — | -24.88% | ||
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.24% | — | -20.81% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | +0.12% | +0.79% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.17% | — | +0.88% | |
| 30 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.08% | -0.28% | — | |
| 31 | AAPL | Apple INC | 株式-IT | 1.06% | -0.44% | +0.25% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | -0.22% | +31.64% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.00% | -0.07% | -5.58% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.97% | — | +1.37% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.96% | +0.07% | +25.17% | |
| 36 | VDE | Vanguard Energy ETF | ETF-その他 | 0.93% | +0.06% | -9.42% | |
| 37 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.91% | — | +0.21% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.84% | — | +0.12% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.75% | — | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.75% | -0.15% | +0.46% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.74% | — | -1.14% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.74% | — | +7.70% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.72% | — | +0.03% | |
| 44 | OMC | Omnicom Group | 株式-通信サービス | 0.69% | — | -0.21% | |
| 45 | IGE | Ishares North American Natur | ETF-その他 | 0.68% | +0.05% | -23.66% | |
| 46 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.66% | — | +0.88% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.65% | -0.13% | +0.19% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | -0.06% | -0.86% | |
| 49 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.59% | +0.40% | — | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +0.76% |