CIK: 0001512581
申告総資産額
$53.7億
上位200銘柄を表示中（全521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 | 9.55% | +1.18% | +4.18% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.15% | — | +2.22% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 8.13% | — | +1.97% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.87% | -0.46% | +11.76% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.43% | -0.49% | +3.56% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.13% | -0.16% | +4.48% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.76% | — | +18.05% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.55% | — | +0.05% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.45% | — | -0.70% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 2.08% | — | +6.89% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.59% | — | +7.18% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.36% | -0.16% | +5.54% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.34% | — | +5.96% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.29% | — | +4.53% | |
| 15 | MBB | Ishares Mbs ETF | ETF-その他 | 1.24% | — | -9.16% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.20% | -0.03% | +4.85% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.92% | +0.02% | +75.01% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.56% | — | +13.90% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.46% | +0.11% | -1.34% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | +24.72% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.43% | — | +13.17% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | +16.06% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | +13.64% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | -2.98% | |
| 25 | IDV | Ishares International Select | ETF-その他 | 0.35% | — | +0.06% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | +22.83% | |
| 27 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 0.32% | — | +0.05% | |
| 28 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.30% | — | -8.33% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | — | +17.16% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | +0.02% | -8.26% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.27% | — | +0.82% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.26% | — | +9.61% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | — | +17.21% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | — | +15.38% | |
| 35 | SLB | Slb LTD | 株式-エネルギー | 0.26% | — | +9.11% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.26% | — | +13.10% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.25% | — | +37.20% | |
| 38 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.25% | — | +54.58% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | +9.81% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.24% | — | -1.88% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.24% | +0.02% | +2.78% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.24% | — | +4.54% | |
| 43 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.24% | — | +24.11% | |
| 44 | CMBS | Ishares Cmbs ETF | ETF-その他 | 0.23% | — | -11.56% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.23% | — | +2.31% | |
| 46 | CB | Chubb Limited | 株式-金融 | 0.23% | — | -2.91% | |
| 47 | NGG | National Grid plc | 株式-公益事業 | 0.23% | — | +25.34% | |
| 48 | BCE | Bce INC | 株式-通信サービス | 0.23% | — | +56.35% | |
| 49 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.22% | — | +110.32% | |
| 50 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.22% | — | +5.17% |