CIK: 0001599084
申告総資産額
$4.9億
| # | 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 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 10.93% | -0.05% | +2.48% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 10.42% | — | +3.51% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 7.17% | +0.14% | +2.26% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.79% | -0.22% | +0.13% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 6.55% | +0.09% | -0.84% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.64% | -0.06% | -0.54% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.52% | — | +1.19% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 4.11% | -0.01% | -0.93% | |
| 9 | MXI | Ishares Global Materials ETF | ETF-その他 | 4.05% | — | +3.67% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.16% | — | -1.51% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.87% | — | +0.76% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.64% | — | -1.05% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.61% | -0.09% | -3.41% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.60% | +0.29% | +37.51% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.58% | -0.01% | +1.83% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.86% | — | +11.22% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.68% | -0.15% | +42.30% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.62% | +0.14% | +2.35% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.48% | — | +10.40% | |
| 20 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 1.34% | — | -2.46% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.31% | — | -1.09% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.12% | — | -0.17% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.00% | -0.10% | +0.31% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.97% | -0.01% | -6.52% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.96% | — | +0.12% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.89% | — | +1.18% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.89% | — | +1.16% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.67% | — | -1.44% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | +5.00% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | -0.08% | +0.55% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.45% | — | +2.30% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.37% | — | -2.76% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.35% | -0.04% | +11.14% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.33% | — | -1.89% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.32% | — | +0.50% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | +0.31% | |
| 37 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.25% | — | — | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.25% | -0.02% | -11.50% | |
| 39 | F | Ford Motor Co | 株式-一般消費財 | 0.22% | -0.02% | -8.49% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | +0.04% | — | |
| 41 | DTE | Dte Energy Company | 株式-公益事業 | 0.19% | — | -6.09% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.15% | +0.10% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.15% | — | — | |
| 44 | DCH | Dauch Corporation | 株式-その他 | 0.14% | — | — | |
| 45 | PRU | Prudential Financial INC | 株式-金融 | 0.14% | — | — | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.13% | — | — | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.12% | — | +0.64% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.11% | — | — | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.11% | — | +9.35% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.11% | — | — |