CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全259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 | 21.37% | +0.10% | +3.80% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.94% | +0.08% | -11.23% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.73% | — | +27.18% | |
| 4 | ✓ | Invesco Intl Developed Low Vol | 株式-その他 | 6.76% | — | +11.76% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.33% | — | -11.69% | |
| 6 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 4.19% | — | +3.47% | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.94% | — | +2617.65% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.56% | — | -15.05% | |
| 9 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 2.02% | — | +38.17% | |
| 10 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 2.00% | — | +0.45% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.90% | — | +62.41% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.73% | — | -26.51% | |
| 13 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.69% | — | +24.26% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.23% | — | -52.64% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | -0.07% | -0.64% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.91% | — | +82.83% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | +0.13% | +12.94% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.78% | — | +6167.32% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 0.75% | — | -12.78% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | -1.64% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.65% | — | -1.38% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.60% | -0.23% | +1.16% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -0.54% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.45% | — | -15.92% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.11% | -0.24% | |
| 26 | CCFEUR | Chase CORP | 株式-その他 | 0.44% | — | -5.28% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | +0.05% | -0.82% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.40% | — | -62.08% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -11.76% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.39% | — | -0.33% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.33% | — | -20.25% | |
| 32 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.33% | — | -24.44% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | -0.14% | -10.62% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.32% | — | -11.72% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | — | -25.31% | |
| 36 | SWKS | Skyworks Solutions INC | 株式-IT | 0.30% | — | -5.94% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | -0.15% | +0.49% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.30% | — | -9.98% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.30% | — | -4.00% | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 0.29% | — | -3.79% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.74% | -6.34% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.27% | — | -27.60% | |
| 43 | AMP | Ameriprise Financial INC | 株式-金融 | 0.27% | — | -1.74% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.25% | — | -1.75% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.25% | — | -1.95% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | +0.04% | -0.98% | |
| 47 | SXI | Standex International CORP | 株式-その他 | 0.24% | — | -0.39% | |
| 48 | KR | Kroger Co | 株式-生活必需品 | 0.24% | — | -4.13% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.23% | — | -1.88% | |
| 50 | CELG | Celgene CORP | 株式-その他 | 0.21% | — | -5.41% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +2.8% | +2617.65% | 増加 |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +1.6% | +27.18% | 増加 |
| 3 | VNQ | Vanguard Real Estate ETF | +0.8% | +6167.32% | 増加 |
| 4 | MDY | State Street Spdr S&p Midcap | +0.8% | +62.41% | 増加 |
| 5 | ✓ | Invesco Intl Developed Low Vol | +0.6% | +11.76% | 増加 |
| 6 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +0.5% | +38.17% | 増加 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.4% | +82.83% | 増加 |
| 8 | EWX | State Street Spdr S&p Emergi | +0.3% | +24.26% | 増加 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.80% | 増加 |
| 10 | PKWUSD | Invesco Buyback Achievers Et | +0.1% | +3.47% | 増加 |
| 11 | AAPL | Apple INC | +0.1% | +1.16% | 増加 |
| 12 | SWKS | Skyworks Solutions INC | +0.1% | -5.94% | 減少 |
| 13 | CCFEUR | Chase CORP | 0% | -5.28% | 減少 |
| 14 | DEO | Diageo Plc-sponsored Adr | 0% | -40.51% | 減少 |
| 15 | SLB | Slb LTD | 0% | -23.94% | 減少 |
| 16 | CSCO | Cisco Systems INC | 0% | -13.79% | 減少 |
| 17 | CVS | Cvs Health CORP | -0.1% | -32.87% | 減少 |
| 18 | CTSH | Cognizant Tech Solutions-a | -0.1% | -24.44% | 減少 |
| 19 | VFC | Vf CORP | -0.1% | -35.76% | 減少 |
| 20 | ALL | Allstate CORP | -0.1% | -30.57% | 減少 |
| 21 | PFE | Pfizer INC | -0.1% | -20.25% | 減少 |
| 22 | BAX | Baxter International INC | -0.1% | -39.84% | 減少 |
| 23 | MRSH | Marsh & Mclennan Cos | -0.1% | -47.22% | 減少 |
| 24 | EMR | Emerson Electric Co | -0.1% | -28.46% | 減少 |
| 25 | INTC | Intel CORP | -0.1% | -0.33% | 減少 |
| 26 | MSFT | Microsoft CORP | -0.1% | -6.34% | 減少 |
| 27 | GIS | General Mills INC | -0.1% | -55.52% | 減少 |
| 28 | DGS | Wisdomtree Em Small Cap | -0.1% | -68.81% | 減少 |
| 29 | EEM | Ishares Msci Emerging Market | -0.1% | -15.92% | 減少 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -1.64% | 減少 |
| 31 | ABBV | Abbvie INC | -0.1% | -11.76% | 減少 |
| 32 | MMM | 3m Co | -0.1% | -27.60% | 減少 |
| 33 | IBM | Intl Business Machines CORP | -0.1% | -12.78% | 減少 |
| 34 | CVX | Chevron CORP | -0.2% | -25.31% | 減少 |
| 35 | EFA | Ishares Msci Eafe ETF | -0.4% | -15.05% | 減少 |
| 36 | EFG | Ishares Msci Eafe Growth ETF | -0.6% | -62.08% | 減少 |
| 37 | VIG | Vanguard Dividend Apprec ETF | -0.7% | -26.51% | 減少 |
| 38 | VWO | Vanguard Ftse Emerging Marke | -0.8% | -11.69% | 減少 |
| 39 | VEA | Vanguard Ftse Developed ETF | -1.3% | -11.23% | 減少 |
| 40 | BNDX | Vanguard Total Intl Bond ETF | -1.4% | -52.64% | 減少 |
| 41 | VGLT | Vanguard Long-term Treasury | — | NEW | 新規購入 |
| 42 | JXI | Ishares Global Utilities ETF | — | NEW | 新規購入 |
| 43 | EWZ | Ishares Msci Brazil ETF | — | NEW | 新規購入 |
| 44 | EPHE | Ishares Msci Philippines ETF | — | EXIT | 全売却 |
| 45 | NWL | Newell Brands INC | — | EXIT | 全売却 |
| 46 | ALGT | Allegiant Travel Co | — | NEW | 新規購入 |
| 47 | TCPA | TransCanada PipeLines Limited 6 | — | EXIT | 全売却 |
| 48 | ✓ | Finish Line INC Cl A | — | NEW | 新規購入 |
| 49 | PBF | Pbf Energy Inc-class A | — | NEW | 新規購入 |
| 50 | WDC | Western Digital CORP | — | EXIT | 全売却 |