CIK: 0001512581
申告総資産額
$53.7億
上位200銘柄を表示中（全784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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.43% | -0.46% | +0.37% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.42% | -0.49% | -3.16% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.21% | -0.21% | +7.73% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.88% | +1.18% | -2.45% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.87% | — | -4.59% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.91% | -0.16% | +19.53% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.69% | -0.16% | -8.37% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.21% | -1.56% | +34.87% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.86% | -0.04% | +6.05% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.81% | -0.13% | +32.35% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.74% | — | -0.85% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.69% | -0.06% | +0.42% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.66% | — | +0.14% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.59% | — | +3.32% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.22% | +0.08% | +26.48% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.17% | +0.12% | +26.45% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.97% | — | +1.35% | |
| 18 | MBB | Ishares Mbs ETF | ETF-その他 | 0.94% | — | +8.48% | |
| 19 | IDV | Ishares International Select | ETF-その他 | 0.79% | — | +80.03% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.76% | -0.03% | -2.45% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.76% | — | +7.50% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.74% | — | +0.76% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.70% | +0.25% | +2.97% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.59% | — | -1.68% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +4.60% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.38% | — | +16.40% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | — | +3.39% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.34% | +0.03% | +126.55% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.33% | — | +5.46% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | — | -16.07% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.30% | +0.02% | +10.65% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.30% | +0.02% | -0.42% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | — | +5.45% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.29% | +0.11% | -14.74% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.28% | +0.14% | -9.68% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.26% | — | +2.27% | |
| 37 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.25% | — | +11.32% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.25% | — | +52.44% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.24% | — | -5.47% | |
| 40 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.24% | — | +5.86% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | +2.42% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.23% | — | +5.06% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | -2.57% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.22% | — | -3.54% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | -2.84% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.21% | — | +5.25% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.21% | +0.04% | +7.54% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.20% | — | -2.01% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.20% | — | -1.57% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | -2.82% |