CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全289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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 17.95% | +0.10% | +8.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.12% | +0.08% | +16.50% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.15% | — | +12.95% | |
| 4 | ✓ | Invesco Intl Developed Low Vol | 株式-その他 | 5.00% | — | +25.03% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.77% | — | -2.06% | |
| 6 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 3.63% | — | +8.07% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.49% | — | +2.77% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.04% | — | +5.92% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.87% | — | -7.91% | |
| 10 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 2.67% | — | -0.12% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.13% | — | -18.81% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.84% | — | +8.86% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.70% | — | +188.68% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.21% | — | +3.07% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | -0.07% | -3.29% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | +0.13% | +4.68% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.02% | — | -14.62% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.85% | — | -0.40% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -4.73% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.75% | — | +2.79% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.70% | — | -17.16% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | -1.12% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | +0.05% | -0.91% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | -0.66% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.11% | +0.01% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -1.01% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.46% | -0.23% | -1.62% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.43% | -0.74% | -5.95% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | -3.24% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.42% | — | +5.81% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.40% | — | — | |
| 32 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.39% | — | +95.14% | |
| 33 | UTXZ | United Tech CORP | 株式-その他 | 0.38% | — | -3.47% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.38% | — | +0.19% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.37% | -0.14% | -1.07% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.35% | — | -0.78% | |
| 37 | GOOG | Alphabet A | 株式-通信サービス | 0.34% | — | -0.72% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.34% | — | -0.14% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.33% | — | +3.57% | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 0.32% | — | -2.25% | |
| 41 | USB | US Bancorp | 株式-金融 | 0.31% | — | +1.63% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | +0.04% | +4.91% | |
| 43 | AMP | Ameriprise Financial INC | 株式-金融 | 0.30% | — | -8.35% | |
| 44 | AFL | Aflac INC | 株式-金融 | 0.27% | — | -7.00% | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.26% | — | -2.78% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | -3.20% | |
| 47 | AXP | American Express Co | 株式-金融 | 0.25% | -0.06% | -2.27% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | -0.15% | +0.05% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.23% | — | -9.48% | |
| 50 | CCFEUR | Chase CORP | 株式-その他 | 0.23% | — | -16.70% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.2% | +16.50% | 増加 |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +1.1% | +188.68% | 増加 |
| 3 | ✓ | Invesco Intl Developed Low Vol | +0.9% | +25.03% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.7% | +8.28% | 増加 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +12.95% | 増加 |
| 6 | PKWUSD | Invesco Buyback Achievers Et | +0.1% | +8.07% | 増加 |
| 7 | BOND | Pimco Active Bond Exchange-t | +0.1% | +687.89% | 増加 |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +5.92% | 増加 |
| 9 | DGS | Wisdomtree Em Small Cap | +0.1% | +8.86% | 増加 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +159.34% | 増加 |
| 11 | EWQ | Ishares Msci France ETF | +0.1% | +158.55% | 増加 |
| 12 | UNP | Union Pacific CORP | +0.1% | +5.81% | 増加 |
| 13 | EWY | Ishares Msci South Korea ETF | 0% | +280.31% | 増加 |
| 14 | MRK | Merck & Co. INC. | 0% | +4.91% | 増加 |
| 15 | ✓ | 0% | +14.49% | 増加 | |
| 16 | TEVA | Teva Pharmaceutical-sp Adr | 0% | -3.33% | 減少 |
| 17 | ✓ | Ishares Tr | 0% | +95.14% | 増加 |
| 18 | IWB | Ishares Russell 1000 ETF | 0% | +38.80% | 増加 |
| 19 | SWKS | Skyworks Solutions INC | 0% | -7.68% | 減少 |
| 20 | PANW | Palo Alto Networks INC | 0% | +41.00% | 増加 |
| 21 | WFC | Wells Fargo & Co | 0% | -0.78% | 減少 |
| 22 | JNJ | Johnson & Johnson | — | +0.01% | 増加 |
| 23 | PRGS | Progress Software CORP | 0% | — | 変化なし |
| 24 | SXI | Standex International CORP | 0% | -1.87% | 減少 |
| 25 | KO | Coca-cola Co/the | 0% | -8.19% | 減少 |
| 26 | EMR | Emerson Electric Co | 0% | -2.25% | 減少 |
| 27 | CMCSA | Comcast Corp-class A | 0% | -6.81% | 減少 |
| 28 | AFL | Aflac INC | -0.1% | -7.00% | 減少 |
| 29 | AAPL | Apple INC | -0.1% | -1.62% | 減少 |
| 30 | AMZN | Amazon.com INC | -0.1% | -17.74% | 減少 |
| 31 | AMP | Ameriprise Financial INC | -0.1% | -8.35% | 減少 |
| 32 | CVX | Chevron CORP | -0.1% | -0.66% | 減少 |
| 33 | CELG | Celgene CORP | -0.1% | -6.58% | 減少 |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +2.77% | 増加 |
| 35 | CCFEUR | Chase CORP | -0.1% | -16.70% | 減少 |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -4.73% | 減少 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.29% | 減少 |
| 38 | RWX | State Street Spdr Dow Jones | -0.1% | -54.92% | 減少 |
| 39 | AEP | American Electric Power Company, Inc. | -0.1% | -0.40% | 減少 |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | -0.2% | -17.16% | 減少 |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | -0.2% | -65.82% | 減少 |
| 42 | IJR | Ishares Core S&p Small-cap E | -0.2% | -14.62% | 減少 |
| 43 | ✓ | Powershares ETF Tr Ii | -0.3% | -0.12% | 減少 |
| 44 | EFA | Ishares Msci Eafe ETF | -0.3% | -2.06% | 減少 |
| 45 | EFG | Ishares Msci Eafe Growth ETF | -0.4% | -7.91% | 減少 |
| 46 | MDY | State Street Spdr S&p Midcap | -0.6% | -18.81% | 減少 |
| 47 | ADI | Analog Devices INC | -0.8% | -97.73% | 減少 |
| 48 | ✓ | Alere INC | — | NEW | 新規購入 |
| 49 | EWW | Ishares Msci Mexico ETF | — | NEW | 新規購入 |
| 50 | MZTI | Marzetti Company/the | — | EXIT | 全売却 |