CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中(全1031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 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 3.25% | — | +72.92% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.41% | — | +47.68% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.95% | -0.54% | +27.73% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 1.86% | — | +17.45% | |
| 5 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.77% | — | +334.51% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.74% | +0.08% | +31.44% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.64% | — | +35.50% | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.55% | — | +29.64% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.53% | — | +30.53% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.41% | +0.11% | +45.80% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.30% | — | +47.26% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.24% | — | +34.53% | |
| 13 | O | Realty Income CORP | 株式-不動産 | 1.24% | — | +47.64% | |
| 14 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.03% | — | +55.69% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.01% | — | +30.21% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | -0.17% | +17.80% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | +0.06% | +66.77% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.98% | — | +26.85% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.98% | +0.09% | +44.49% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | — | +39.45% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.97% | — | +42.52% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.90% | — | +259.86% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.90% | — | +42.89% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | — | +49.69% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.89% | — | +51.25% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.87% | -0.05% | +47.38% | |
| 27 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.85% | — | +415.95% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | +40.43% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.80% | — | +52.20% | |
| 30 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.70% | — | +78.67% | |
| 31 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.68% | — | +88.19% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.67% | — | +61.76% | |
| 33 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.64% | — | +58.69% | |
| 34 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.64% | — | +12.02% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +38.97% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.56% | — | +14.48% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.56% | — | +115.79% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +39.72% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.52% | — | +53.98% | |
| 40 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.52% | — | +84.97% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.50% | -0.02% | +51.52% | |
| 42 | MLPXUSD | Global X Mlp & Energy Infras | ETF-その他 | 0.49% | — | +82.70% | |
| 43 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.48% | — | +130.48% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | — | +53.10% | |
| 45 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.47% | — | +10.08% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.47% | — | +27.25% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | +77.84% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.45% | — | +52.91% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.43% | — | +51.64% | |
| 50 | ✓ | Global X Fds | 株式-その他 | 0.43% | — | +99.93% |