CIK: 0001598340
申告総資産額
$5.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 19.75% | — | +42.09% | |
| 2 | IEV | Ishares Europe ETF | ETF-その他 | 10.87% | — | +4.24% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 10.48% | — | +11.01% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 6.42% | +0.57% | +4.00% | |
| 5 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 5.86% | — | -3.68% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.55% | — | +0.87% | |
| 7 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.98% | — | +5.55% | |
| 8 | ✓ | Powershares | 株式-その他 | 1.97% | — | -0.88% | |
| 9 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.47% | — | +33.39% | |
| 10 | WFC | Wells Fargo & Co | 株式-金融 | 1.31% | — | +152.58% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.20% | — | +1233.61% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.14% | — | +327.84% | |
| 13 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.14% | — | -10.09% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.13% | -1.66% | +19.20% | |
| 15 | AMP | Ameriprise Financial INC | 株式-金融 | 1.12% | — | +29.40% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.00% | -0.80% | +142.17% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.96% | +0.52% | +89.85% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 0.94% | — | +5.21% | |
| 19 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.84% | +0.37% | +1101.79% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.83% | — | +22.14% | |
| 21 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.75% | — | +21.37% | |
| 22 | MO | Altria Group INC | 株式-生活必需品 | 0.69% | — | -1.43% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | +9.84% | |
| 24 | ✓ | Cbs CORP New | 株式-その他 | 0.64% | — | +68.40% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.64% | — | +214.57% | |
| 26 | M | Macy's INC | 株式-一般消費財 | 0.60% | — | -0.46% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | +1865.05% | |
| 28 | KDP | Keurig Dr Pepper Inc. | 株式-生活必需品 | 0.57% | — | +37.80% | |
| 29 | ROK | Rockwell Automation INC | 株式-資本財 | 0.55% | — | +29.35% | |
| 30 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.55% | — | -6.79% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 0.55% | — | +30.40% | |
| 32 | CF | Cf Industries Holdings INC | 株式-素材 | 0.55% | — | +103.94% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.54% | — | +386.23% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.53% | — | +491.63% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.52% | — | +96.60% | |
| 36 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.49% | — | — | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | +0.47% | NEW | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.48% | +0.29% | +368.62% | |
| 39 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.46% | — | +8.15% | |
| 40 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.44% | — | +194.82% | |
| 41 | DLX | Deluxe CORP | 株式-その他 | 0.43% | — | +34.56% | |
| 42 | ✓ | Delphi Automotive PLC | 株式-その他 | 0.42% | — | — | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | +0.88% | NEW | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.41% | -0.61% | +52.07% | |
| 45 | ALL | Allstate CORP | 株式-金融 | 0.40% | — | +13.32% | |
| 46 | DFSEUR | Discover Financial Services | 株式-その他 | 0.40% | — | +31.92% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.39% | — | -0.49% | |
| 48 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.39% | — | — | |
| 49 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.39% | — | +3.86% | |
| 50 | COTY | Coty Inc-cl A | 株式-その他 | 0.37% | — | -19.25% |