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 | 5.46% | — | -2.67% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.31% | +0.11% | -0.83% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.62% | — | -2.58% | |
| 4 | PEP | Pepsico INC | 株式-生活必需品 | 3.69% | — | +0.52% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.48% | -0.12% | -2.87% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.22% | — | -1.43% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.09% | +0.10% | -1.26% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.08% | — | -0.89% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.96% | — | -1.02% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.71% | — | -0.59% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.55% | — | -0.45% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.52% | — | -3.25% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.42% | — | -3.10% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.16% | — | +0.27% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.15% | -0.18% | -1.32% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.14% | +0.22% | +6.79% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.93% | +0.09% | -0.93% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.53% | — | -3.64% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.44% | — | +0.24% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.42% | +0.03% | -2.77% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | +0.12% | +1.90% | |
| 22 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.41% | — | -1.48% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.40% | — | +0.65% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.38% | -0.07% | -0.58% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.37% | +0.08% | -3.24% | |
| 26 | WRB | Wr Berkley CORP | 株式-金融 | 1.33% | -0.04% | -2.73% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.29% | — | +0.79% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.27% | -0.22% | +8.53% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.14% | — | -4.15% | |
| 30 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.11% | -0.28% | +0.22% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.10% | +0.07% | +23.21% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.03% | — | +0.25% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.02% | -0.07% | -0.31% | |
| 34 | VDE | Vanguard Energy ETF | ETF-その他 | 1.00% | +0.06% | -1.06% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.97% | -0.44% | +0.50% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | -0.15% | -5.93% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.84% | — | -0.90% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.84% | — | +3.89% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.76% | — | -1.08% | |
| 40 | ✓ | 株式-その他 | 0.76% | — | -12.07% | ||
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.75% | — | +9.44% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +1.83% | |
| 43 | IGE | Ishares North American Natur | ETF-その他 | 0.74% | +0.05% | -2.49% | |
| 44 | OMC | Omnicom Group | 株式-通信サービス | 0.68% | — | -0.85% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.67% | — | +0.09% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.66% | — | +25.10% | |
| 47 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.65% | — | -1.52% | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.62% | — | +0.40% | |
| 49 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.61% | -0.13% | -1.35% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | -0.74% |