CIK: 0001666024
申告総資産額
$26.1億
| # | 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 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 16.07% | — | +3.54% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.75% | -0.93% | +9.68% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.63% | — | — | |
| 4 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 4.17% | — | +2.64% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.23% | — | +363.70% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.02% | — | -22.92% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.45% | — | -23.92% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.14% | — | — | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.87% | — | -7.30% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.60% | — | +13.90% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.45% | — | -15.02% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.44% | — | -13.76% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.43% | +0.10% | -9.56% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.39% | +0.05% | -0.36% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.35% | — | -10.87% | |
| 16 | ✓ | Powershares ETF Trust | ETF-その他 | 1.35% | — | -0.05% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.32% | — | -11.47% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.20% | — | +274.20% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.20% | — | — | |
| 20 | ✓ | Powershares Exchange | 株式-その他 | 1.14% | — | -2.90% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.13% | +0.30% | NEW | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.12% | — | — | |
| 23 | C | Citigroup INC | 株式-金融 | 0.98% | — | — | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.97% | — | +0.24% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.96% | — | +6.67% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | +0.15% | -4.77% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.89% | -0.08% | -23.87% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.88% | — | -23.95% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | +0.08% | -6.33% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.86% | — | +0.07% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | +0.08% | +20.79% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.81% | — | -24.55% | |
| 33 | PYPL | Paypal Holdings INC | 株式-金融 | 0.76% | — | -3.84% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.75% | — | -7.87% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | -4.94% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.73% | — | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.73% | — | -4.23% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | -0.07% | — | |
| 39 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.69% | — | -92.99% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | — | |
| 41 | ✓ | Powershares S&p Smallcap Low | 株式-その他 | 0.67% | — | -4.46% | |
| 42 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.61% | — | — | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | -0.06% | -4.47% | |
| 44 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.59% | — | -60.67% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.58% | — | — | |
| 46 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.56% | — | — | |
| 47 | DOW | Dow Chem Co | 株式-素材 | 0.56% | — | +1.24% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | — | |
| 49 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.50% | — | -0.36% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.48% | — | -3.32% |