CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全237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 | 26.63% | +0.10% | +0.94% | |
| 2 | ✓ | 株式-その他 | 7.12% | — | -7.69% | ||
| 3 | ✓ | 株式-その他 | 5.50% | — | -14.26% | ||
| 4 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 5.04% | — | +13.13% | |
| 5 | ✓ | Powershares Russell 1000 Enh | 株式-その他 | 4.58% | — | +51.78% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.95% | — | +60.60% | |
| 7 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 3.24% | — | +43.38% | |
| 8 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 3.15% | — | -12.90% | |
| 9 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 2.49% | — | -17.86% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.37% | — | -25.97% | |
| 11 | ✓ | Guggenheim | 株式-その他 | 2.19% | — | -28.54% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.63% | — | +21.46% | |
| 13 | CCFEUR | Chase CORP | 株式-その他 | 1.45% | — | — | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.17% | — | +191.91% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | -0.07% | -2.50% | |
| 16 | EBND | State Street Spdr Bloomberg | ETF-その他 | 1.08% | — | +2.53% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.07% | — | -29.60% | |
| 18 | ADI | Analog Devices INC | 株式-IT | 1.06% | — | -6.98% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.85% | -0.23% | -1.97% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.82% | — | +14.77% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.75% | +0.08% | +4.67% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.70% | — | -4.38% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | +0.11% | -1.63% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.63% | — | -15.87% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | +0.05% | -1.23% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.13% | -4.02% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | -1.19% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.74% | -1.46% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -8.21% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | -7.02% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.52% | — | -1.80% | |
| 32 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.40% | — | -8.21% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | -0.15% | -2.93% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | -1.36% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.34% | -0.14% | -4.28% | |
| 36 | AKAM | Akamai Technologies INC | 株式-IT | 0.29% | — | -49.69% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.29% | — | -17.91% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.28% | — | -8.43% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.27% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | -2.25% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | -0.17% | -0.69% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.14% | -0.20% | |
| 43 | AFL | Aflac INC | 株式-金融 | 0.26% | — | -0.37% | |
| 44 | SXI | Standex International CORP | 株式-その他 | 0.26% | — | -2.58% | |
| 45 | UTXZ | United Tech CORP | 株式-その他 | 0.26% | — | -5.08% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | -0.22% | +1.46% | |
| 47 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.25% | — | +1.12% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.25% | +3.80% | -4.93% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.25% | — | -16.39% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.25% | — | -17.49% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Powershares Russell 1000 Enh | +1.6% | +51.78% | 増加 |
| 2 | IJR | Ishares Core S&p Small-cap E | +1.4% | +60.60% | 増加 |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | +1% | +43.38% | 増加 |
| 4 | FDN | First Trust Dj Internet Ind | +0.8% | +191.91% | 増加 |
| 5 | EEMS | Ishares Msci Emerging Mkt Sm | +0.7% | +13.13% | 増加 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.4% | +0.94% | 増加 |
| 7 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.3% | +21.46% | 増加 |
| 8 | VGLT | Vanguard Long-term Treasury | +0.1% | +14.77% | 増加 |
| 9 | GLD | Spdr Gold Shares | +0.1% | +60.43% | 増加 |
| 10 | INTC | Intel CORP | +0.1% | -1.80% | 減少 |
| 11 | CCFEUR | Chase CORP | 0% | — | 変化なし |
| 12 | MSFT | Microsoft CORP | 0% | -1.46% | 減少 |
| 13 | JPM | Jpmorgan Chase & Co | 0% | -1.23% | 減少 |
| 14 | AMZN | Amazon.com INC | 0% | +1.46% | 増加 |
| 15 | AAPL | Apple INC | 0% | -1.97% | 減少 |
| 16 | VEA | Vanguard Ftse Developed ETF | 0% | +4.67% | 増加 |
| 17 | HD | Home Depot INC | 0% | -2.93% | 減少 |
| 18 | CSCO | Cisco Systems INC | 0% | +0.24% | 増加 |
| 19 | ALL | Allstate CORP | 0% | +7.56% | 増加 |
| 20 | GIS | General Mills INC | 0% | -1.70% | 減少 |
| 21 | AMP | Ameriprise Financial INC | 0% | -0.95% | 減少 |
| 22 | GOOG | Alphabet Inc-cl C | 0% | -0.20% | 減少 |
| 23 | JNJ | Johnson & Johnson | — | -1.63% | 減少 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | — | -1.19% | 減少 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.50% | 減少 |
| 26 | USB | US Bancorp | 0% | -15.40% | 減少 |
| 27 | MRK | Merck & Co. INC. | 0% | -2.26% | 減少 |
| 28 | WFC | Wells Fargo & Co | 0% | -16.39% | 減少 |
| 29 | IBM | Intl Business Machines CORP | -0.1% | -21.33% | 減少 |
| 30 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -17.49% | 減少 |
| 31 | CELG | Celgene CORP | -0.1% | +2.11% | 増加 |
| 32 | BND | Vanguard Total Bond Market | -0.1% | -20.97% | 減少 |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -8.21% | 減少 |
| 34 | ADI | Analog Devices INC | -0.1% | -6.98% | 減少 |
| 35 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -15.87% | 減少 |
| 36 | AKAM | Akamai Technologies INC | -0.2% | -49.69% | 減少 |
| 37 | AEP | American Electric Power Company, Inc. | -0.2% | -17.91% | 減少 |
| 38 | MDY | State Street Spdr S&p Midcap | -0.5% | -29.60% | 減少 |
| 39 | PRFUSD | Invesco Ftse Rafi US 1000 Et | -0.5% | -12.90% | 減少 |
| 40 | GEM | Goldman Sachs Activebeta Em | -0.5% | -17.86% | 減少 |
| 41 | ✓ | -0.6% | -7.69% | 減少 | |
| 42 | ✓ | Guggenheim | -0.9% | -28.54% | 減少 |
| 43 | ✓ | -1% | -14.26% | 減少 | |
| 44 | XLV | Ss Health Care Select Sector | -1% | -25.97% | 減少 |
| 45 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | — | NEW | 新規購入 |
| 46 | ✓ | Alere INC | — | EXIT | 全売却 |
| 47 | XMPT | Vaneck Cef Muni Income ETF | — | NEW | 新規購入 |
| 48 | ✓ | Powershares ETF Tr Ii S&p Smcp | — | EXIT | 全売却 |
| 49 | PGR | Progressive CORP | — | EXIT | 全売却 |
| 50 | CB | Chubb Limited | — | EXIT | 全売却 |