CIK: 0001559832
申告総資産額
$11.2億
| # | 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 | 9.04% | — | +7.71% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.82% | — | -6.12% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.05% | — | +85.76% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.63% | — | -3.40% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 4.35% | -0.41% | EXIT | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.83% | +0.52% | NEW | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.29% | — | -16.33% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.28% | — | +18.04% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.21% | — | -5.37% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.97% | — | +89.15% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.77% | +0.54% | NEW | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.69% | — | +421.34% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.65% | +0.54% | NEW | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.45% | — | +144.63% | |
| 15 | ✓ | Powershares Global ETF Trust | ETF-その他 | 2.41% | — | +4.02% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.30% | — | +787.76% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.21% | — | +1.73% | |
| 18 | IDV | Ishares International Select | ETF-その他 | 2.03% | — | — | |
| 19 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.02% | +0.88% | +3.33% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.00% | — | — | |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.95% | — | -20.63% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.94% | — | -32.57% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.64% | — | +14.38% | |
| 24 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.59% | — | -3.82% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.52% | — | -6.83% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.50% | — | +16.33% | |
| 27 | ✓ | Powershares | 株式-その他 | 1.46% | — | +23.69% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.34% | -0.60% | — | |
| 29 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.34% | — | +3.97% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.24% | -0.79% | EXIT | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.19% | — | +54.55% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.17% | — | — | |
| 33 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.08% | — | +9.86% | |
| 34 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.03% | — | +6.86% | |
| 35 | MBB | Ishares Mbs ETF | ETF-その他 | 0.92% | +1.04% | +40.01% | |
| 36 | ✓ | Powershares S&p Smallcap Low | 株式-その他 | 0.92% | — | -29.38% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | — | -11.04% | |
| 38 | XLB | Ss Materials Select Sector | ETF-その他 | 0.76% | -0.47% | — | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.74% | — | — | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | -0.82% | +36.25% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.65% | — | +44.10% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.64% | — | -13.10% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | -28.66% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.48% | -0.39% | — | |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.41% | — | +24.14% | |
| 46 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.33% | — | +64.45% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.32% | — | +3.85% | |
| 48 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.28% | — | — | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.22% | — | +5.06% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.22% | — | -6.43% |