CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中(全245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 | 26.76% | +0.10% | -1.96% | |
| 2 | ✓ | 株式-その他 | 8.14% | — | -5.91% | ||
| 3 | ✓ | 株式-その他 | 7.28% | — | -16.06% | ||
| 4 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 3.75% | — | +68.02% | |
| 5 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 3.62% | — | -0.41% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.39% | — | +117.16% | |
| 7 | ✓ | Guggenheim | 株式-その他 | 3.38% | — | +3.21% | |
| 8 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 3.18% | — | -15.40% | |
| 9 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 2.62% | — | +67.18% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.72% | — | -28.60% | |
| 11 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.70% | — | +134.61% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.69% | — | +0.25% | |
| 13 | CCFEUR | Chase CORP | 株式-その他 | 1.42% | — | -0.84% | |
| 14 | ADI | Analog Devices INC | 株式-IT | 1.29% | — | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.15% | -0.07% | -1.20% | |
| 16 | EBND | State Street Spdr Bloomberg | ETF-その他 | 1.07% | — | +1.26% | |
| 17 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.91% | — | +3125.66% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.84% | +3.80% | -17.33% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.82% | -0.23% | -2.39% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.80% | — | -24.37% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.78% | — | -6.36% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | +0.11% | -2.31% | |
| 23 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.69% | — | +35.64% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.69% | +0.08% | -20.98% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.13% | -4.67% | |
| 26 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.62% | — | -5.58% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | -2.72% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | +0.05% | -2.71% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | -0.24% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.52% | — | -50.13% | |
| 31 | AKAM | Akamai Technologies INC | 株式-IT | 0.49% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.74% | -1.74% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -0.91% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.43% | — | -0.60% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | — | -1.20% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.34% | -0.14% | -1.39% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | -0.15% | -2.05% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | — | -21.56% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.31% | — | -4.45% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.31% | — | +5.57% | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.30% | — | -0.50% | |
| 42 | UTXZ | United Tech CORP | 株式-その他 | 0.30% | — | -2.99% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.29% | — | — | |
| 44 | ✓ | Alere INC | 株式-その他 | 0.27% | — | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | -2.72% | |
| 46 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.26% | — | -2.08% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | -0.17% | -1.48% | |
| 48 | AFL | Aflac INC | 株式-金融 | 0.26% | — | -1.92% | |
| 49 | SXI | Standex International CORP | 株式-その他 | 0.26% | — | — | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | +0.04% | -2.55% |