CIK: 0001596957
申告総資産額
$15.5億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 14.83% | — | -5.15% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.96% | — | +19.03% | |
| 3 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 6.73% | — | +3.00% | |
| 4 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 6.71% | -0.06% | +4.99% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.11% | — | -66.76% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.46% | — | -17.89% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.50% | -0.01% | +10.56% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.07% | — | +15.03% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.02% | — | +10.97% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.97% | — | -19.98% | |
| 11 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.75% | — | -83.48% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.55% | — | +28.71% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.49% | — | +40.31% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.43% | — | — | |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.41% | -0.05% | +16.14% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.26% | — | +17.97% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.25% | — | — | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.15% | +0.01% | +15.71% | |
| 19 | CERNCHF | Cerner CORP | 株式-その他 | 1.11% | — | +26.89% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.09% | — | +373.61% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.08% | +0.07% | +8.62% | |
| 22 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.07% | — | — | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.86% | — | +34.67% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 0.84% | -0.06% | +1.51% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.80% | — | +30.82% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.76% | — | -14.07% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.75% | — | +73.69% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | — | +48.51% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.69% | +0.03% | +46.55% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.62% | — | -3.77% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | +0.15% | +53.09% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.04% | -6.38% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.58% | — | +54.39% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.06% | -10.77% | |
| 35 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.55% | — | — | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.54% | — | +62.32% | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.54% | — | +7.14% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.53% | — | -1.11% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | -2.03% | |
| 40 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.51% | — | +118.35% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | +181.93% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.48% | — | +2.66% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | +42.59% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +3.29% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | — | +0.80% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.40% | — | +6.20% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | -5.78% | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.37% | — | +55.46% | |
| 49 | ARCB | Arcbest CORP | 株式-その他 | 0.36% | — | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.36% | — | +31.32% |