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 | 8.80% | — | +6.60% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.44% | — | +18.12% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.33% | — | +72.85% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 4.29% | -0.41% | EXIT | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.16% | — | -0.36% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.98% | — | -12.70% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.54% | — | +29.07% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.20% | +0.52% | NEW | |
| 9 | ✓ | Powershares Global ETF Trust | ETF-その他 | 2.94% | — | +38.45% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.86% | — | +12.45% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.81% | — | -3.22% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.64% | +0.54% | NEW | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.52% | — | -15.03% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.51% | +0.54% | NEW | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.37% | — | +9.56% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.33% | — | +15.23% | |
| 17 | ✓ | Powershares S&p Smallcap Low | 株式-その他 | 2.18% | — | +154.57% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.10% | — | -0.13% | |
| 19 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 2.07% | — | — | |
| 20 | IDV | Ishares International Select | ETF-その他 | 2.04% | — | +11.02% | |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.02% | +0.88% | +10.69% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.95% | — | +13.51% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.89% | -0.79% | EXIT | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.89% | — | +67.65% | |
| 25 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.80% | — | -0.86% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.61% | — | +14.92% | |
| 27 | ✓ | Powershares | 株式-その他 | 1.60% | — | +24.79% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.55% | — | +17.39% | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.45% | — | — | |
| 30 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.37% | — | +17.45% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 1.21% | — | +78.00% | |
| 32 | XLB | Ss Materials Select Sector | ETF-その他 | 1.18% | -0.47% | +67.74% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.05% | — | — | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 1.04% | +1.04% | +27.27% | |
| 35 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.95% | — | — | |
| 36 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.93% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | — | +7.37% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.78% | — | +34.06% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.71% | -0.39% | +68.26% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.64% | -0.82% | — | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.59% | — | +100.00% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.58% | — | — | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.32% | — | -44.60% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.29% | — | +117.86% | |
| 45 | IGHG | Proshares Ig Hedged | ETF-その他 | 0.25% | — | — | |
| 46 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.21% | — | -28.35% | |
| 47 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.19% | — | -8.43% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.18% | — | -11.77% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.14% | — | -90.05% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.13% | — | -12.77% |