CIK: 0001596920
申告総資産額
$2.2億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 17.47% | +1.76% | -12.84% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 9.43% | — | -0.26% | |
| 3 | IYR | Ishares US Real Estate ETF | ETF-その他 | 8.01% | — | -2.15% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.23% | — | — | |
| 5 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 6.90% | — | -0.91% | |
| 6 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 6.82% | — | -19.55% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.14% | — | -12.36% | |
| 8 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 4.95% | — | — | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.89% | -0.01% | -65.36% | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.76% | — | +1.05% | |
| 11 | ✓ | Barclays Bk PLC | 株式-その他 | 3.61% | — | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.92% | — | +4.17% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.41% | — | -5.70% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.07% | — | -9.43% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.44% | — | -1.72% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.35% | — | -1.34% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.03% | — | +15.48% | |
| 18 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.98% | +0.35% | — | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.91% | — | +32.34% | |
| 20 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | 株式-その他 | 0.85% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | — | +2.68% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.61% | — | -5.45% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.61% | — | +24.09% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | -0.11% | EXIT | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.59% | — | — | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 0.53% | +0.29% | — | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.53% | — | +70.95% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.52% | — | +23.68% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.50% | — | -26.05% | |
| 30 | MBB | Ishares Mbs ETF | ETF-その他 | 0.49% | — | -27.01% | |
| 31 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.40% | +0.14% | — | |
| 32 | ✓ | Sxc Health Solutions | 株式-その他 | 0.38% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | -0.02% | +2.48% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.32% | — | +76.13% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.32% | — | +68.89% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | — | -4.06% | |
| 37 | ✓ | Alexion Pharmaceuticals INC Com | 株式-その他 | 0.26% | — | — | |
| 38 | USB | US Bancorp | 株式-金融 | 0.24% | — | +0.55% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | — | |
| 40 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.20% | — | +3.62% | |
| 41 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.19% | — | — | |
| 42 | ✓ | Applied Dna Sciences Inc | 株式-その他 | — | — | — |