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 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.29% | +0.11% | +0.60% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.23% | — | +0.03% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.41% | — | -0.25% | |
| 4 | PEP | Pepsico INC | 株式-生活必需品 | 3.52% | — | -3.09% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.35% | -0.12% | -0.51% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.16% | — | -1.31% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.06% | +0.10% | -0.16% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.99% | — | -1.09% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.81% | — | +0.02% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.78% | — | +0.19% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.56% | — | -0.29% | |
| 12 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.37% | — | +0.01% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.35% | — | -0.71% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.34% | +0.22% | +8.33% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.30% | — | +11.43% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.14% | -0.18% | +0.25% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.94% | +0.09% | -0.19% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.57% | — | -2.03% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.48% | — | +0.00% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.47% | -0.22% | +17.39% | |
| 21 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.47% | — | +2.16% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.40% | — | -1.73% | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.40% | +0.03% | -0.84% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.36% | -0.07% | +199.33% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | +0.12% | +1.30% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.31% | +0.08% | -0.15% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.25% | — | — | |
| 28 | ✓ | Berkley W R CORP Com | 株式-その他 | 1.22% | — | — | |
| 29 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.16% | +0.07% | +7.35% | |
| 30 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.15% | -0.28% | +0.22% | |
| 31 | AAPL | Apple Computer | 株式-IT | 1.10% | — | — | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.07% | — | -2.29% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.06% | — | +9.57% | |
| 34 | VDE | Vanguard Energy ETF | ETF-その他 | 0.98% | +0.06% | -0.30% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.91% | -0.07% | -2.00% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.87% | — | +0.58% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.85% | — | +5.99% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | -0.15% | -2.38% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.83% | — | +8.74% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.81% | — | +24.75% | |
| 41 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.79% | — | +0.05% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | -0.73% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.74% | — | -1.42% | |
| 44 | IGE | Ishares North American Natur | ETF-その他 | 0.73% | +0.05% | -0.88% | |
| 45 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.69% | — | +13.25% | |
| 46 | OMC | Omnicom Group | 株式-通信サービス | 0.68% | — | +0.49% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.66% | -0.13% | +0.01% | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.60% | — | +1.91% | |
| 49 | ✓ | 株式-その他 | 0.60% | — | -19.66% | ||
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | -0.06% | +0.02% |