CIK: 0001512601
申告総資産額
$8.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.87% | -0.48% | +366.42% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 12.52% | -0.03% | — | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 12.23% | — | +732.66% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.91% | -0.13% | +351.70% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 7.04% | — | +2868.56% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.17% | — | +546.40% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.08% | — | +495.08% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.96% | — | — | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.67% | — | +8626.49% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.47% | — | +1085.37% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.82% | — | +2594.27% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.76% | — | +1789.32% | |
| 13 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.04% | — | +6253.56% | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.99% | — | +945.65% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.92% | — | +14282.49% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +1022.96% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.86% | — | +1655.45% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.82% | — | +2933.47% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | +0.06% | +1049.55% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | +2415.58% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.61% | — | +3330.98% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.60% | +0.27% | — | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | — | +2147.40% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | +976.95% | |
| 25 | PDM | Piedmont Realty Trust INC | 株式-その他 | 0.55% | — | +4495.22% | |
| 26 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.53% | — | +908.80% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.53% | — | +1764.41% | |
| 28 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.40% | — | +757.34% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.38% | — | +1350.44% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.37% | — | +1884.39% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | +879.64% | |
| 32 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.36% | — | +3234.89% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.34% | -0.05% | +546.83% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | — | |
| 35 | PXGBX | Praxair INC | 株式-その他 | 0.33% | — | +727.69% | |
| 36 | VFC | Vf CORP | 株式-一般消費財 | 0.29% | — | +1683.62% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | +882.80% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.27% | — | +1700.56% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | +780.57% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.24% | — | +2043.34% | |
| 41 | GWW | Ww Grainger INC | 株式-資本財 | 0.23% | — | +280.20% | |
| 42 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.23% | — | +1535.97% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | +1410.25% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | +0.06% | +2896.46% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.22% | — | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.21% | — | +2570.40% | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.21% | — | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.21% | — | — | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.19% | -0.08% | +1194.53% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.19% | — | +676.14% |