CIK: 0001598186
申告総資産額
$19.8億
上位200銘柄を表示中（全353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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.81% | -0.09% | -35.62% | |
| 2 | BWX | State Street Spdr Bloomberg | ETF-その他 | 6.99% | -0.17% | +12.50% | |
| 3 | MBB | Ishares Mbs ETF | ETF-その他 | 4.21% | — | +8.35% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.87% | — | +40.02% | |
| 5 | IGOV | Ishares International Treasu | ETF-その他 | 3.23% | -0.09% | +18.79% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.04% | -0.22% | +11.68% | |
| 7 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.71% | — | +3.09% | |
| 8 | ✓ | Powershares | 株式-その他 | 1.30% | — | +17.33% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.25% | — | +9.31% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.14% | -0.06% | +0.67% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.42% | +3.32% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.97% | -0.14% | -5.11% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.94% | -0.11% | -2.89% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.94% | -0.09% | -5.28% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.93% | -0.06% | +13.34% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | — | +6.61% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +0.10% | +2.02% | |
| 18 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.86% | — | +13.51% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | +6.42% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.78% | — | -2.46% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.73% | — | +9.57% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | +0.06% | +4.68% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +5.71% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | +9.23% | |
| 25 | INDA | Ishares Msci India ETF | ETF-その他 | 0.68% | -0.09% | — | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | +0.05% | -4.57% | |
| 27 | ✓ | Currencyshs Japanese Yen Tr | 株式-その他 | 0.66% | — | -1.13% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.64% | — | +4.19% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +2.12% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.63% | — | +11.98% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | — | +2.58% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.58% | -0.06% | +7.53% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.56% | — | +11.39% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.52% | — | +6.75% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | +2.76% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | +0.06% | +4.72% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.51% | — | +2.34% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | -1.75% | |
| 39 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.50% | -0.07% | -2.33% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.50% | — | +8.71% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.49% | — | +7.32% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | -0.21% | +15.72% | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.48% | — | +11.09% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | — | +3.95% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +5.93% | |
| 46 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.46% | — | +19.24% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | — | +10.18% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.43% | — | +3.98% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.43% | — | +10.54% | |
| 50 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.42% | — | +13.93% |