CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中(全275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 | 21.23% | +0.10% | +4.43% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.25% | +0.08% | -0.72% | |
| 3 | ✓ | Invesco Intl Developed Low Vol | 株式-その他 | 6.21% | — | +10.54% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.18% | — | +23.18% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.12% | — | +0.37% | |
| 6 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 4.09% | — | +3.91% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.96% | — | -3.41% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.63% | — | -6.96% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.46% | — | -24.73% | |
| 10 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 2.05% | — | -2.89% | |
| 11 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 1.52% | — | +1295.87% | |
| 12 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.40% | — | +1496.65% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | -0.07% | -0.53% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.15% | — | +29.52% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.04% | — | -44.10% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 0.89% | — | -2.57% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | -2.80% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | +0.13% | -1.05% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.70% | — | -1.19% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.55% | — | -8.23% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.54% | -0.23% | -8.64% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +1.77% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | -0.69% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | +26.51% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.11% | -0.96% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.47% | — | -0.51% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | +0.05% | -4.88% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | — | -0.40% | |
| 29 | CCFEUR | Chase CORP | 株式-その他 | 0.40% | — | +78.64% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.39% | — | +2.53% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | -6.06% | |
| 32 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.38% | — | -0.41% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.37% | -0.14% | -3.90% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.74% | -9.11% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.36% | — | -10.90% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | — | -0.88% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.33% | — | -3.85% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.31% | — | -4.88% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.29% | — | -17.09% | |
| 40 | AMP | Ameriprise Financial INC | 株式-金融 | 0.29% | — | -6.04% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | -0.15% | -0.62% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.26% | — | -2.81% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | +0.04% | +0.53% | |
| 44 | SWKS | Skyworks Solutions INC | 株式-IT | 0.25% | — | -6.63% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.24% | — | -2.75% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | — | +0.54% | |
| 47 | SXI | Standex International CORP | 株式-その他 | 0.23% | — | — | |
| 48 | CELG | Celgene CORP | 株式-その他 | 0.23% | — | -6.69% | |
| 49 | KR | Kroger Co | 株式-生活必需品 | 0.22% | — | -9.64% | |
| 50 | AFL | Aflac INC | 株式-金融 | 0.22% | — | -4.44% |