CIK: 0001598186
申告総資産額
$19.8億
上位200銘柄を表示中(全543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 | BWX | State Street Spdr Bloomberg | ETF-その他 | 3.53% | -0.17% | -0.68% | |
| 2 | ZIP | Ziprecruiter Inc-a | 株式-その他 | 2.62% | — | — | |
| 3 | IGOV | Ishares International Treasu | ETF-その他 | 2.30% | -0.09% | -7.11% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.17% | -0.22% | -9.31% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.42% | +1.06% | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.98% | +0.07% | +124.87% | |
| 7 | IEV | Ishares Europe ETF | ETF-その他 | 1.85% | +0.70% | +341.29% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.85% | -0.19% | +3.32% | |
| 9 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 1.80% | -0.15% | -3.22% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.76% | -0.06% | +75.82% | |
| 11 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 1.70% | +0.04% | +23.41% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.62% | -0.09% | +27.61% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.60% | — | +135.61% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.56% | -0.21% | +135.02% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.40% | — | -12.13% | |
| 16 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 1.35% | — | +5.57% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.32% | +0.72% | +247.89% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.23% | -0.14% | +3.77% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.18% | -0.09% | +35.65% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.17% | — | -4.06% | |
| 21 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.14% | — | +20.65% | |
| 22 | PICB | Invesco International Corpor | ETF-その他 | 1.09% | -0.09% | -18.58% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.03% | -0.06% | -1.13% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.95% | — | +20.14% | |
| 25 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.95% | — | -26.33% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.91% | — | +18.68% | |
| 27 | PGX | Invesco Preferred ETF | ETF-その他 | 0.89% | — | +98.33% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.89% | — | -27.86% | |
| 29 | ISHG | Ishares -3 Year Internationa | ETF-その他 | 0.88% | — | -23.56% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.87% | — | +32.57% | |
| 31 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.83% | -0.07% | -4.92% | |
| 32 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.80% | -0.08% | -5.19% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | -0.06% | -5.02% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.78% | -0.09% | -8.99% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.77% | — | +244.14% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.74% | — | +1.10% | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.71% | +0.24% | -53.23% | |
| 38 | MBB | Ishares Mbs ETF | ETF-その他 | 0.70% | — | +17.58% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.68% | +0.04% | -30.58% | |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.66% | — | -9.67% | |
| 41 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.66% | — | -6.82% | |
| 42 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.66% | +0.19% | +1784.83% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -2.07% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | +0.06% | -1.90% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | — | +22.33% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | +9.26% | -26.13% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.58% | +0.33% | -56.51% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | — | +44.23% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | — | -9.41% | |
| 50 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-その他 | 0.54% | — | -7.77% |