CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全243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 | 30.49% | +0.10% | +22.82% | |
| 2 | ✓ | 株式-その他 | 8.50% | — | — | ||
| 3 | ✓ | 株式-その他 | 8.40% | — | — | ||
| 4 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 3.88% | — | +126.21% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.35% | +3.80% | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.14% | — | +133.27% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.04% | +0.08% | -79.30% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.24% | — | -31.71% | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.92% | — | — | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.58% | — | +89.41% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.44% | — | +149.95% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | -0.07% | -5.13% | |
| 13 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 1.23% | — | -72.91% | |
| 14 | ADI | Analog Devices INC | 株式-IT | 1.20% | — | +5172.91% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.00% | — | -2.88% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.13% | +4.71% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.78% | -0.23% | +25.22% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | -14.44% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.11% | +20.29% | |
| 20 | AKAM | Akamai Technologies INC | 株式-IT | 0.67% | — | — | |
| 21 | CCFEUR | Chase CORP | 株式-その他 | 0.64% | — | -5.59% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | -78.02% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | -11.10% | |
| 24 | INTC | Intel CORP | 株式-IT | 0.52% | — | +5.30% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.52% | -0.74% | +2.62% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | +0.05% | -0.05% | |
| 27 | ✓ | Invesco Intl Developed Low Vol | 株式-その他 | 0.51% | — | -92.77% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | — | -48.38% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | -7.06% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.40% | — | +12.86% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | -10.61% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.37% | -0.14% | -7.84% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | -0.15% | -14.72% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | +19.64% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.34% | — | -1.31% | |
| 36 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.34% | — | -36.57% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.34% | — | -26.82% | |
| 38 | TGT | Target CORP | 株式-一般消費財 | 0.33% | — | +49.08% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.32% | — | +1.42% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.31% | — | -16.00% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | -0.17% | +18.45% | |
| 42 | AFL | Aflac INC | 株式-金融 | 0.29% | — | +12.59% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.29% | — | +9.34% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | — | -38.91% | |
| 45 | SXI | Standex International CORP | 株式-その他 | 0.27% | — | -1.84% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.14% | +6.67% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | +0.04% | -3.54% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.25% | — | -55.00% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.25% | — | +23.04% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.25% | -0.05% | -1.68% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +27.6% | +22.82% | 増加 |
| 2 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +2% | +126.21% | 増加 |
| 3 | MDY | State Street Spdr S&p Midcap | +1.7% | +133.27% | 増加 |
| 4 | ADI | Analog Devices INC | +1.2% | +5172.91% | 増加 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.8% | +149.95% | 増加 |
| 6 | CCFEUR | Chase CORP | +0.2% | -5.59% | 減少 |
| 7 | AEP | American Electric Power Company, Inc. | +0.1% | -2.88% | 減少 |
| 8 | MCD | Mcdonald's CORP | +0.1% | +19.64% | 増加 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +18.45% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.1% | +46.75% | 増加 |
| 11 | ✓ | Alere INC | +0.1% | +51.00% | 増加 |
| 12 | AAPL | Apple INC | +0.1% | +25.22% | 増加 |
| 13 | JNJ | Johnson & Johnson | +0.1% | +20.29% | 増加 |
| 14 | TGT | Target CORP | +0.1% | +49.08% | 増加 |
| 15 | BAX | Baxter International INC | -0.1% | -67.68% | 減少 |
| 16 | VFC | Vf CORP | -0.1% | -49.90% | 減少 |
| 17 | MRSH | Marsh & Mclennan Cos | -0.1% | -68.18% | 減少 |
| 18 | AMP | Ameriprise Financial INC | -0.1% | -7.09% | 減少 |
| 19 | QCOM | Qualcomm INC | -0.1% | -30.66% | 減少 |
| 20 | CTSH | Cognizant Tech Solutions-a | -0.1% | -36.57% | 減少 |
| 21 | MMM | 3m Co | -0.1% | -26.82% | 減少 |
| 22 | ABBV | Abbvie INC | -0.1% | -7.06% | 減少 |
| 23 | GIS | General Mills INC | -0.2% | -72.93% | 減少 |
| 24 | UNP | Union Pacific CORP | -0.3% | -61.17% | 減少 |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | -0.3% | -60.09% | 減少 |
| 26 | PG | Procter & Gamble Co/the | -0.3% | -14.44% | 減少 |
| 27 | CVX | Chevron CORP | -0.3% | -38.91% | 減少 |
| 28 | EEM | Ishares Msci Emerging Market | -0.4% | -55.00% | 減少 |
| 29 | IBM | Intl Business Machines CORP | -0.6% | -48.38% | 減少 |
| 30 | EFG | Ishares Msci Eafe Growth ETF | -1.2% | -93.87% | 減少 |
| 31 | EFA | Ishares Msci Eafe ETF | -1.4% | -31.71% | 減少 |
| 32 | EWX | State Street Spdr S&p Emergi | -1.7% | -98.65% | 減少 |
| 33 | VIG | Vanguard Dividend Apprec ETF | -2.4% | -78.02% | 減少 |
| 34 | ✓ | Powershares ETF Tr Ii | -2.5% | -98.51% | 減少 |
| 35 | BNDX | Vanguard Total Intl Bond ETF | -3.3% | -99.44% | 減少 |
| 36 | PKWUSD | Invesco Buyback Achievers Et | -3.8% | -72.91% | 減少 |
| 37 | USMV | Ishares Msci USA Min Vol Fac | -6.1% | +89.41% | 増加 |
| 38 | ✓ | Invesco Intl Developed Low Vol | -7.2% | -92.77% | 減少 |
| 39 | VWO | Vanguard Ftse Emerging Marke | -7.5% | -99.25% | 減少 |
| 40 | VEA | Vanguard Ftse Developed ETF | -13.3% | -79.30% | 減少 |
| 41 | ✓ | — | NEW | 新規購入 | |
| 42 | ✓ | — | NEW | 新規購入 | |
| 43 | IEMG | Ishares Core Msci Emerging | — | NEW | 新規購入 |
| 44 | VGLT | Vanguard Long-term Treasury | — | NEW | 新規購入 |
| 45 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 46 | DGS | Wisdomtree Em Small Cap | — | EXIT | 全売却 |
| 47 | FXI | Ishares China Large-cap ETF | — | EXIT | 全売却 |
| 48 | FITEUR | Fitbit INC - A | — | NEW | 新規購入 |
| 49 | DXJ | Wisdomtree Japan Hedged Eq | — | EXIT | 全売却 |
| 50 | DLTR | Dollar Tree INC | — | EXIT | 全売却 |