CIK: 0001598186
申告総資産額
$19.8億
| # | 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 | BWX | State Street Spdr Bloomberg | ETF-その他 | 9.32% | -0.17% | +8.53% | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 6.31% | — | +3.39% | |
| 3 | IGOV | Ishares International Treasu | ETF-その他 | 5.19% | -0.09% | +4.10% | |
| 4 | IBND | State Street Spdr Bloomberg | ETF-その他 | 3.43% | — | +2.88% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.39% | -0.06% | +5.23% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.37% | -0.14% | +7.35% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.36% | -0.09% | +7.31% | |
| 8 | ✓ | Powershares | 株式-その他 | 1.86% | — | +6.36% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.74% | — | +16.39% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.69% | — | +58.37% | |
| 11 | ✓ | Currencyshs Japanese Yen Tr | 株式-その他 | 1.64% | — | +3.42% | |
| 12 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.59% | — | -5.70% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.53% | -0.11% | +10.58% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.50% | — | +11.03% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.39% | -0.21% | -9.53% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.36% | -0.22% | +20.59% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.27% | -0.09% | +56.02% | |
| 18 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 1.15% | -0.07% | +29.42% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | +0.10% | +20.27% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.13% | — | -2.56% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | — | +269.45% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.10% | — | +206.08% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | +0.05% | +80.24% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.00% | -0.06% | +3.66% | |
| 25 | QCOM | Qualcomm INC | 株式-IT | 0.96% | — | +320.27% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.96% | — | +136.95% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.91% | — | -0.16% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.42% | +26.21% | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.82% | — | +29.54% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.80% | — | — | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.79% | — | +34.58% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.78% | -0.06% | +136.57% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | +167.23% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +29.42% | |
| 35 | GOOG | Alphabet A | 株式-通信サービス | 0.68% | — | +22.48% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.68% | — | +27.79% | |
| 37 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.67% | — | +21.24% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.66% | — | +22.85% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.65% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | +0.06% | +34.72% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +24.98% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | +0.06% | +17.45% | |
| 43 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.58% | — | +173.59% | |
| 44 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.56% | — | +17.39% | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.54% | — | — | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.54% | — | +26.32% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.54% | — | +45.98% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.47% | — | +40.68% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.47% | — | +40.15% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | -3.09% | — |