CIK: 0001512581
申告総資産額
$53.7億
上位200銘柄を表示中（全566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 | 9.22% | +1.18% | +6.30% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.66% | -0.46% | +12.61% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 8.36% | — | +2.59% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.14% | — | +4.91% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.13% | -0.49% | +3.76% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.84% | -0.16% | +5.30% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.16% | — | +11.89% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.51% | — | -4.41% | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.51% | — | +0.73% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 2.14% | — | +5.50% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.51% | — | +2.13% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.31% | — | +2.37% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.23% | -0.16% | +0.46% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.22% | — | -1.04% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.13% | -0.03% | +0.03% | |
| 16 | MBB | Ishares Mbs ETF | ETF-その他 | 1.11% | — | -2.20% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.59% | +0.02% | -30.41% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.58% | — | +5.13% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.50% | — | +15.61% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | — | +2.48% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.41% | +0.11% | -8.62% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | — | -2.36% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | +7.92% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | -0.08% | |
| 25 | IDV | Ishares International Select | ETF-その他 | 0.32% | — | -2.40% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | — | +7.03% | |
| 27 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 0.30% | — | -1.68% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | +0.02% | +12.62% | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.28% | — | +7.92% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | +12.06% | |
| 31 | SLB | Slb LTD | 株式-エネルギー | 0.27% | — | +4.77% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.27% | +0.04% | +97.93% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.27% | — | +7.33% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | — | -15.91% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | +14.68% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.26% | — | +1.98% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.26% | — | +41.24% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.25% | — | +12.54% | |
| 39 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.25% | — | -0.42% | |
| 40 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.25% | — | -5.76% | |
| 41 | CB | Chubb Limited | 株式-金融 | 0.25% | — | +9.13% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | +10.84% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.23% | — | -2.01% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | +33.74% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.22% | — | +3.01% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.22% | +0.02% | +2.94% | |
| 47 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.21% | — | +0.05% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.21% | — | +4.53% | |
| 49 | BCE | Bce INC | 株式-通信サービス | 0.20% | — | +1.72% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.20% | — | +26.55% |