CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中(全866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 | 2.90% | — | -38.30% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.29% | — | +8.99% | |
| 3 | CVX | Chevron CORP | 株式-エネルギー | 2.27% | — | -21.73% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.14% | — | -34.62% | |
| 5 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.10% | — | -13.69% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.02% | — | -14.64% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.95% | +0.08% | -19.85% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.86% | — | -12.28% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.86% | -0.54% | -31.42% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.56% | -0.05% | +26.92% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.39% | -0.17% | -1.36% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.32% | — | -25.11% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.27% | +0.11% | -34.56% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.25% | — | -31.89% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.12% | — | -17.70% | |
| 16 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.02% | — | -29.49% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | +0.06% | -33.72% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.96% | — | -18.21% | |
| 19 | O | Realty Income CORP | 株式-不動産 | 0.95% | — | -33.99% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.95% | +0.09% | -33.61% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | -27.22% | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.90% | — | -30.64% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.88% | — | -34.89% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | — | -25.27% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.80% | — | -23.92% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | -36.62% | |
| 27 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.78% | — | -11.42% | |
| 28 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.73% | — | -22.02% | |
| 29 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.71% | — | -36.58% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.67% | -0.02% | +0.45% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.65% | — | -18.53% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.62% | — | -48.92% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.61% | — | -31.31% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.59% | — | -13.03% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | -23.64% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.58% | — | -51.33% | |
| 37 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.58% | — | -9.81% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | -20.51% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -24.80% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.55% | — | -22.59% | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.55% | — | +53.89% | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | — | -11.62% | |
| 43 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.53% | — | -44.91% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | -17.74% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.51% | — | -21.35% | |
| 46 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.49% | — | -43.13% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.48% | — | +34.15% | |
| 48 | VTV | Vanguard Value ETF | ETF-その他 | 0.48% | +0.01% | +10.77% | |
| 49 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.45% | — | -34.25% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.45% | — | -6.25% |