CIK: 0001575301
申告総資産額
$17.8億
| # | 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 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 8.69% | -1.92% | +1.91% | |
| 2 | VFH | Vanguard Financials ETF | ETF-その他 | 8.54% | -1.89% | +2.46% | |
| 3 | VIS | Vanguard Industrials ETF | ETF-その他 | 8.19% | +0.06% | +2.98% | |
| 4 | VAW | Vanguard Materials ETF | ETF-その他 | 8.15% | — | +2.91% | |
| 5 | VHT | Vanguard Health Care ETF | ETF-その他 | 7.97% | -0.44% | +2.92% | |
| 6 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 7.75% | -1.84% | +3.44% | |
| 7 | VPU | Vanguard Utilities ETF | ETF-その他 | 7.44% | +0.25% | +3.46% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 7.11% | +0.20% | +4.20% | |
| 9 | VDE | Vanguard Energy ETF | ETF-その他 | 5.58% | +1.64% | +4.22% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.54% | -0.08% | -23.32% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.54% | -0.68% | +64.89% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 5.52% | -0.67% | +10.36% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 5.43% | +1.41% | +3.66% | |
| 14 | VOX | Vanguard Communication Servi | ETF-その他 | 5.42% | -2.08% | -14.02% | |
| 15 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 2.16% | -0.51% | +21.69% | |
| 16 | ✓ | Invesco Global Listed Private Equity ETF | ETF-その他 | 0.40% | — | +12.24% | |
| 17 | ✓ | Powershares Db G10 Curcy Har | 株式-その他 | 0.36% | — | +16.37% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.05% | — | — | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.04% | — | +0.50% | |
| 20 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.02% | — | +4.48% | |
| 21 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.02% | — | -3.28% | |
| 22 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.02% | — | -2.63% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.01% | — | -29.11% | |
| 24 | ✓ | Powershares | 株式-その他 | 0.01% | — | -0.19% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | — | — | — | |
| 26 | ✓ | Powershares Fundamental Pure | 株式-その他 | — | — | -0.12% | |
| 27 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型株・グロース | — | — | -0.19% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | — | — | — | |
| 29 | ✓ | Powershares Fundamental Pure Mid Growth | 株式-その他 | — | — | -0.29% | |
| 30 | SGMOQ | Sangamo Therapeutics INC | 株式-その他 | — | — | — | |
| 31 | ✓ | Powershares ETF Trust | ETF-その他 | — | — | -0.10% | |
| 32 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | — | — | -0.15% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | — | +0.32% | — | |
| 34 | ✓ | Powershares Dynamic Large Cap | 株式-その他 | — | — | -0.27% | |
| 35 | ✓ | Powershares Fundamental | 株式-その他 | — | — | -1.74% | |
| 36 | RWX | State Street Spdr Dow Jones | ETF-その他 | — | — | -0.16% | |
| 37 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | — | — | — | |
| 38 | HON | Honeywell International INC | 株式-資本財 | — | — | — | |
| 39 | PEG | Public Service Enterprise Gp | 株式-公益事業 | — | — | — | |
| 40 | DTE | Dte Energy Company | 株式-公益事業 | — | — | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | — | — | — | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | — | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | — | — | — | |
| 44 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | — | — | — | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | — | — | -2.53% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | — | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | — | — | — | |
| 48 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | — | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | — | — | — | |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | — | — | — |