CIK: 0001512581
申告総資産額
$53.7億
上位200銘柄を表示中（全446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 | 10.39% | +1.18% | -3.40% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.07% | — | +2.36% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 8.90% | — | +3.29% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.87% | -0.46% | +3.69% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.86% | -0.49% | +4.39% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.49% | -0.16% | — | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.83% | — | +4.55% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.79% | — | +3.21% | |
| 9 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.82% | — | -1.37% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.69% | — | +9.23% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.54% | — | +3.10% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.50% | — | -1.23% | |
| 13 | MBB | Ishares Mbs ETF | ETF-その他 | 1.44% | — | +0.95% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.35% | -0.16% | +4.79% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.30% | — | +4.06% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.19% | -0.03% | -21.83% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.80% | — | +289.96% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.56% | +0.02% | -1.95% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.51% | +0.11% | +2.88% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.47% | — | +3.72% | |
| 21 | IDV | Ishares International Select | ETF-その他 | 0.40% | — | +0.06% | |
| 22 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.39% | — | -4.29% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | -4.75% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.35% | — | +7.06% | |
| 25 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 0.34% | — | +0.39% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | — | +8.49% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | — | +20.61% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.33% | — | +19.97% | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.32% | — | -2.20% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.31% | +0.02% | +2.37% | |
| 31 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.31% | — | -3.32% | |
| 32 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.29% | — | -4.75% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.29% | +0.02% | -38.75% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.29% | — | +3.14% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.26% | — | +0.02% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.26% | — | +1.13% | |
| 37 | CB | Chubb Limited | 株式-金融 | 0.24% | — | — | |
| 38 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.24% | — | +18.69% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.24% | — | +0.98% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.23% | — | -2.31% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.23% | — | -4.69% | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.22% | — | -2.92% | |
| 43 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.22% | — | -1.25% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.22% | — | +10.16% | |
| 45 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.22% | — | -1.64% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.22% | — | -5.81% | |
| 47 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.21% | — | -1.77% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | +19.38% | |
| 49 | AXP | American Express Company | 株式-金融 | 0.21% | — | -3.28% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | — | +16.61% |