CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全1293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 | 3.22% | +0.22% | +1.26% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.90% | +0.13% | -3.25% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.81% | — | -6.59% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.73% | -0.17% | -25.90% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.48% | — | -7.29% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.48% | -0.27% | +8.97% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.28% | — | -0.32% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 1.26% | — | +17.81% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.22% | — | -5.12% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.22% | — | +10.17% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.18% | — | +22.72% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.17% | +0.07% | -11.70% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.07% | — | +18.22% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.03% | — | +1.37% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.96% | +0.05% | +2.73% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 0.91% | — | +11.43% | |
| 17 | ARL | American Realty Capital Properties Inc | 株式-その他 | 0.82% | — | +173.02% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.81% | — | +27.25% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.81% | — | +2.10% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.80% | — | +5.92% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | — | +4.91% | |
| 22 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.75% | — | +2.54% | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.75% | — | +16.52% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.74% | +0.04% | +16.44% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.73% | — | +74.29% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.72% | -0.09% | +1.42% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.70% | — | +11.03% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | -33.00% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | -0.13% | +11.31% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.08% | +6.60% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.65% | — | +1.36% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.65% | — | -3.96% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.65% | — | +87.19% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | +6.20% | |
| 35 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.63% | — | +20.84% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +21.41% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.58% | — | +7.36% | |
| 38 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.58% | — | +4.62% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | +6.25% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | — | +12.03% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | +1.75% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.51% | — | -2.32% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | +10.84% | |
| 44 | ✓ | Powershares | 株式-その他 | 0.50% | — | +82.75% | |
| 45 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.47% | — | +11.12% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.36% | +8.73% | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.45% | — | +1.59% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.44% | — | +14.31% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.43% | — | +6.28% | |
| 50 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.43% | — | +36.32% |