CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全1235銘柄）
| # | 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 | 3.40% | +0.22% | +3.75% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.50% | -0.17% | +100.20% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.20% | +0.13% | +3.63% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.13% | — | +6.39% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.71% | — | +1.13% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.54% | -0.27% | +6.48% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.42% | +0.07% | +2.28% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.40% | — | +77.12% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.37% | — | +0.72% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.20% | — | +70.97% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 1.14% | — | +78.55% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.09% | — | +5.61% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.06% | — | +4.54% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.05% | — | +16.14% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | -1.44% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.02% | +0.05% | +12.96% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.88% | — | +9.55% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.86% | — | +5.32% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.81% | — | +0.68% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | -2.08% | |
| 21 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.78% | — | +0.65% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.76% | -0.09% | +4.34% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.08% | -1.25% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | — | -15.88% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.69% | — | -5.74% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.69% | — | +18.25% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.67% | — | +18.28% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.67% | +0.04% | +16.24% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.64% | — | -1.40% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | -0.13% | +2.90% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.62% | — | +25.50% | |
| 32 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.60% | — | +24.15% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +8.23% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.57% | — | +5.33% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.57% | — | +14.76% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | +8.06% | |
| 37 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.55% | — | +1508.33% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +9.61% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.49% | — | +4.67% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.49% | — | +6.17% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.48% | +0.08% | -8.55% | |
| 42 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.45% | — | +41.02% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | +1.79% | |
| 44 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.44% | — | +6.14% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.44% | — | -9.12% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.43% | — | +0.96% | |
| 47 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.43% | — | +1.39% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.42% | -0.36% | +6.53% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.41% | — | -4.77% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | +54.27% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | +100.20% | 増加 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +77.12% | 増加 |
| 3 | BWX | State Street Spdr Bloomberg | +0.5% | +1508.33% | 増加 |
| 4 | EFA | Ishares Msci Eafe ETF | +0.5% | +70.97% | 増加 |
| 5 | BND | Vanguard Total Bond Market | +0.5% | +78.55% | 増加 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +3.63% | 増加 |
| 7 | AAPL | Apple INC | +0.2% | +6.48% | 増加 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +3.75% | 増加 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +54.27% | 増加 |
| 10 | AEP | American Electric Power Company, Inc. | +0.1% | +4.54% | 増加 |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +24.15% | 増加 |
| 12 | SCHD | Schwab U.S. Dividend Equity ETF | +0.1% | +41.02% | 増加 |
| 13 | VXUS | Vanguard Total Intl Stock | +0.1% | +16.14% | 増加 |
| 14 | VB | Vanguard Small-cap ETF | +0.1% | +25.50% | 増加 |
| 15 | IWV | Ishares Russell 3000 ETF | +0.1% | +18.25% | 増加 |
| 16 | VTV | Vanguard Value ETF | +0.1% | +16.24% | 増加 |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +12.96% | 増加 |
| 18 | VXF | Vanguard Extended Market ETF | +0.1% | +18.28% | 増加 |
| 19 | ✓ | Powershares ETF Tr Ii | +0.1% | +43.32% | 増加 |
| 20 | UTXZ | United Tech CORP | +0.1% | +65.00% | 増加 |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +9.55% | 増加 |
| 22 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +81.17% | 増加 |
| 23 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +315.04% | 増加 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.13% | 増加 |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.39% | 増加 |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.28% | 増加 |
| 27 | OEF | Ishares S&p 100 ETF | +0.1% | +4.34% | 増加 |
| 28 | EEM | Ishares Msci Emerging Market | +0.1% | +14.76% | 増加 |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +8.23% | 増加 |
| 30 | ✓ | Nuveen Mun Opportunity Fd In | -0.1% | -87.45% | 減少 |
| 31 | GOLD | Gold.com, Inc. | -0.1% | -77.09% | 減少 |
| 32 | VDC | Vanguard Consumer Staple ETF | -0.1% | -54.20% | 減少 |
| 33 | TEI | Templeton Emrg Mkts INC | -0.1% | -88.65% | 減少 |
| 34 | ✓ | Eg Dj Emrg Mkt Cnsumr Tita | -0.2% | -84.45% | 減少 |
| 35 | O | Realty Income CORP | -0.2% | -44.25% | 減少 |
| 36 | GLD | Spdr Gold Shares | -0.3% | -15.88% | 減少 |
| 37 | FEX | First Trust Large Cap Core A | -0.3% | -84.38% | 減少 |
| 38 | DVY | Ishares Select Dividend ETF | -0.4% | -51.89% | 減少 |
| 39 | WTRE | Wisdomtree New Economy Real | -0.6% | -87.04% | 減少 |
| 40 | PFF | Ishares Preferred & Income S | -0.7% | -62.19% | 減少 |
| 41 | KYN | Kayne Anderson Energy Infra | -0.7% | -87.70% | 減少 |
| 42 | VOO | Vanguard S&P 500 ETF | — | EXIT | 全売却 |
| 43 | ✓ | Cole Real Estate Investments | — | EXIT | 全売却 |
| 44 | ✓ | Spirit Realty Capital Inc | — | EXIT | 全売却 |
| 45 | BNDX | Vanguard Total Intl Bond ETF | — | EXIT | 全売却 |
| 46 | ✓ | Proshares Tr | — | EXIT | 全売却 |
| 47 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 48 | GURU | Global X Guru Index ETF | — | NEW | 新規購入 |
| 49 | ✓ | Chambers Str Pptys | — | EXIT | 全売却 |
| 50 | HYT | Blackrock CORP Hi Yld | — | NEW | 新規購入 |