CIK: 0001432529
申告総資産額
$44.3億
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 9.87% | — | -4.71% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 5.11% | — | +3.12% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.75% | — | +6.25% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.40% | — | +4.37% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 3.39% | — | — | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.33% | — | +5.81% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.22% | — | +2.26% | |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 3.20% | — | +3.83% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.69% | — | — | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.74% | — | +4.03% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.72% | — | — | |
| 12 | SSD | Simpson Manufacturing Co INC | 株式-素材 | 1.70% | +0.05% | -5.72% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.69% | — | — | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.59% | — | +5.17% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.59% | — | +6.51% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.57% | — | +80.02% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.46% | — | +81.59% | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 1.41% | — | -0.70% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.40% | — | +134.99% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.38% | -0.38% | +32.94% | |
| 21 | AMAT | Applied Materials INC | 株式-IT | 1.38% | +0.19% | +12.67% | |
| 22 | C | Citigroup INC | 株式-金融 | 1.19% | — | -1.85% | |
| 23 | PDP | Invesco Dwa Momentum ETF | ETF-その他 | 1.18% | — | +46.00% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 1.10% | — | +72.58% | |
| 25 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.05% | — | +7.53% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.99% | — | +248.35% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 0.91% | -0.14% | +44.74% | |
| 28 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.86% | — | +10.51% | |
| 29 | GS | Goldman Sachs Group INC | 株式-金融 | 0.85% | — | +1.58% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.82% | — | +13.37% | |
| 31 | ✓ | Invesco Financial Preferred ETF | ETF-その他 | 0.82% | — | +6.70% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.81% | — | +6.10% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.81% | — | +5.75% | |
| 34 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.81% | — | -11.79% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | +0.14% | +11.45% | |
| 36 | DOW | Dow Chem Co | 株式-素材 | 0.76% | — | +2.94% | |
| 37 | ✓ | Rydex ETF Trust | ETF-その他 | 0.76% | — | +98.07% | |
| 38 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.73% | — | +12.82% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.72% | +0.18% | NEW | |
| 40 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.72% | — | -9.07% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.30% | +20.41% | |
| 42 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.71% | — | +6.89% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.12% | -7.98% | |
| 44 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.68% | — | +20.07% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.68% | — | +6.33% | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.65% | — | +8.35% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.65% | — | +19.65% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.62% | — | — | |
| 49 | PRU | Prudential Financial INC | 株式-金融 | 0.60% | — | +17.12% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.60% | -0.13% | -42.25% |