CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全1337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 | 3.18% | +0.22% | +2.11% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.92% | +0.13% | +6.42% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.79% | — | +0.81% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.68% | -0.27% | +609.36% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | -0.17% | -4.42% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.44% | — | +0.36% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 1.28% | — | +8.85% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.27% | — | +11.85% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.14% | — | -6.76% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.14% | +0.05% | +24.81% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.12% | — | -2.18% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.08% | — | -5.23% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.04% | — | +9.70% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.04% | — | +4.00% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 0.97% | — | +8.88% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.91% | — | +119.53% | |
| 17 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.85% | — | +48.77% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.84% | — | +8.73% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.81% | — | +12.50% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | +0.04% | +10.75% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.78% | — | +4.29% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.76% | — | -2.03% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | — | +2.50% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | +6.00% | |
| 25 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.71% | — | +1.24% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.69% | -0.09% | +0.19% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | — | -2.78% | |
| 28 | ARL | American Realty Capital Properties Inc | 株式-その他 | 0.69% | — | +2.04% | |
| 29 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.67% | — | +12.22% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.66% | — | +6.72% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | -0.13% | +3.26% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.08% | -2.89% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.62% | +0.07% | -43.94% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +5.75% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | — | -5.61% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.59% | — | +4.21% | |
| 37 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.59% | — | +28.19% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.58% | — | -7.92% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +9.30% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +19.26% | |
| 41 | ✓ | Powershares | 株式-その他 | 0.48% | — | +0.95% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.36% | +9.86% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.46% | — | -0.49% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.46% | — | +1.76% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.44% | — | -27.59% | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.43% | — | +10.71% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.42% | +0.08% | +6.40% | |
| 48 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.41% | — | -1.12% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.41% | — | -17.53% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | — | -2.91% |