CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全236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 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 10.09% | -0.05% | +3.72% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 9.40% | — | +4.84% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 7.28% | +0.14% | +5.95% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.62% | -0.22% | +1.12% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 6.34% | +0.09% | -0.22% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.44% | -0.06% | -1.61% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.10% | — | +2.57% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.99% | -0.01% | -0.63% | |
| 9 | MXI | Ishares Global Materials ETF | ETF-その他 | 3.18% | — | -8.68% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.03% | — | -1.24% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.85% | +0.29% | +18.60% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.77% | — | +0.71% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.61% | — | +1.39% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.54% | -0.09% | +1.02% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.50% | -0.01% | +0.62% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.84% | — | +10.20% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.65% | -0.15% | +6.73% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.63% | +0.14% | +3.83% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.42% | — | +4.09% | |
| 20 | VAW | Vanguard Materials ETF | ETF-その他 | 1.33% | — | — | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.30% | — | -1.89% | |
| 22 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 1.18% | — | -0.12% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.10% | — | -1.28% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.00% | -0.10% | +4.29% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.93% | -0.01% | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.83% | — | -0.61% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.82% | — | +0.01% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.82% | — | +5.06% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | +0.03% | — | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.63% | — | -3.72% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | — | +5.90% | |
| 32 | XLB | Ss Materials Select Sector | ETF-その他 | 0.59% | — | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.53% | -0.08% | +12.80% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | — | +4.04% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.45% | — | — | |
| 36 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.37% | — | +61.11% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.36% | — | +0.04% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.33% | — | -3.10% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.32% | — | +0.56% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | — | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.27% | -0.04% | — | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.27% | -0.02% | -2.26% | |
| 43 | F | Ford Motor Co | 株式-一般消費財 | 0.20% | -0.02% | -5.15% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | -0.04% | — | |
| 45 | DTE | Dte Energy Company | 株式-公益事業 | 0.19% | — | -4.13% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.03% | — | |
| 47 | ✓ | American Axle & Mfg Hldgs Inco | 株式-その他 | 0.17% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.04% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.15% | — | -1.68% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.14% | +0.10% | +0.52% |