CIK: 0001429788
申告総資産額
$7.3億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.94% | -0.19% | +1.99% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 9.67% | +0.38% | +4.56% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.22% | -0.36% | -1.14% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 9.09% | +0.79% | +1.50% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.75% | -0.13% | -23.60% | |
| 6 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 5.76% | -5.70% | -13.70% | |
| 7 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 5.21% | +0.43% | +97.90% | |
| 8 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 5.11% | +0.14% | +15.03% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 4.51% | -0.51% | +3.64% | |
| 10 | ✓ | Powershares | 株式-その他 | 4.43% | -0.49% | +3.82% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.35% | -0.15% | -31.09% | |
| 12 | RINF | Proshares Inflation Expectat | ETF-その他 | 4.08% | — | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.07% | +0.27% | +3.04% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.59% | +0.23% | — | |
| 15 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 2.80% | -0.04% | — | |
| 16 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 2.19% | -2.19% | EXIT | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.22% | -0.05% | +64.13% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | +0.83% | — | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.73% | +0.01% | +17.15% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.68% | -0.03% | -29.57% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.55% | -0.11% | -1.36% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | -2.38% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.43% | +0.02% | +4.93% | |
| 24 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.40% | -0.06% | -1.81% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.39% | +0.01% | +274.11% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.38% | +0.01% | +31.13% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.35% | +0.01% | +19.26% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | -0.04% | -35.39% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | -0.03% | -0.31% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.28% | +0.04% | +11.27% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.24% | -0.01% | -3.03% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.19% | -0.01% | -25.84% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.18% | -0.02% | -0.42% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.17% | -0.03% | -4.90% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.17% | -0.01% | -27.80% | |
| 36 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.17% | -0.02% | +8.39% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | -4.55% | |
| 38 | FCF | First Commonwealth Finl CORP | 株式-その他 | 0.12% | -0.01% | — | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.11% | -0.02% | -22.20% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.08% | — | -0.67% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.08% | -0.02% | -27.45% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.07% | -0.01% | -39.19% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.05% | -0.01% | — | |
| 44 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.04% | +0.01% | — | |
| 45 | FTGC | First Trust Global Tactical | ETF-その他 | 0.04% | -0.04% | EXIT | |
| 46 | NTAP | Netapp INC | 株式-IT | 0.04% | — | — | |
| 47 | EIX | Edison International | 株式-公益事業 | 0.03% | — | — | |
| 48 | AAPL | Apple INC | 株式-IT | 0.03% | -0.03% | EXIT | |
| 49 | NCA | Nuveen California Muni Val | 株式-その他 | 0.02% | — | — | |
| 50 | ARCPEUR | Vereit INC | 株式-その他 | 0.01% | — | — |