CIK: 0001512581
申告総資産額
$53.7億
上位200銘柄を表示中（全445銘柄）
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.06% | +1.18% | +2.53% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.07% | — | +6.50% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.82% | — | +7.40% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-その他 | 7.66% | — | +2.33% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.51% | -0.49% | +4.76% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.97% | -0.46% | +7.12% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.16% | — | +2.25% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.85% | — | +3.58% | |
| 9 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.91% | — | +3.05% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 1.87% | — | +11.84% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.82% | -0.03% | +49.38% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.66% | — | +5.53% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.63% | — | +5.35% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.56% | — | +5.19% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.32% | — | +4.58% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.29% | -0.16% | +5.35% | |
| 17 | IDV | Ishares International Select | ETF-その他 | 0.48% | — | +12.20% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.47% | — | -0.36% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.47% | +0.11% | +4.16% | |
| 20 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 0.42% | — | +6.97% | |
| 21 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.37% | — | +18.96% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.35% | — | +3.23% | |
| 23 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.35% | — | +2.18% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.33% | — | +5.53% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | +0.02% | +0.99% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.31% | — | +1.14% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.30% | — | +0.15% | |
| 28 | CB | Chubb Limited | 株式-金融 | 0.29% | — | +1.04% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.29% | — | -1.41% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | — | +3.67% | |
| 31 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.28% | — | -2.53% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.28% | — | -51.39% | |
| 33 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.28% | — | +2.61% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.27% | — | +3.48% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | +1.43% | |
| 36 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.26% | — | +2.80% | |
| 37 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.25% | — | +8.54% | |
| 38 | LUV | Southwest Airlines Co | 株式-資本財 | 0.25% | — | +1.19% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.23% | — | +12.30% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.23% | — | +2.47% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.23% | +0.02% | -1.21% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | +1.08% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.22% | — | +9.83% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.21% | — | +3.37% | |
| 45 | ✓ | Directv | 株式-その他 | 0.21% | — | +3.71% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.20% | — | +4.06% | |
| 47 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.20% | — | -4.80% | |
| 48 | ✓ | 株式-その他 | 0.20% | — | -1.24% | ||
| 49 | COP | Conocophillips | 株式-エネルギー | 0.20% | — | +6.73% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | -18.23% |