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 | 14.11% | — | +0.29% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.18% | — | +1.30% | |
| 3 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 6.69% | -0.06% | +1.14% | |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 6.56% | — | +3.00% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.42% | — | -0.90% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.85% | — | -2.03% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.63% | -0.01% | +4.29% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.29% | — | +2.15% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.01% | — | +7.00% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.98% | — | +0.49% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.73% | — | +5.45% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.70% | — | +7.00% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.56% | — | +9.06% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.50% | -0.05% | +4.12% | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.36% | — | +6.71% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.32% | — | +2.52% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.23% | +0.01% | +7.15% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.18% | — | +9.49% | |
| 19 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.16% | — | +7.79% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.14% | +0.07% | +0.67% | |
| 21 | CERNCHF | Cerner CORP | 株式-その他 | 1.01% | — | -2.49% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.93% | — | +6.97% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.90% | — | +1.55% | |
| 24 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.88% | — | -12.45% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.84% | — | +5.84% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.82% | — | +43.45% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.77% | — | +0.45% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.76% | — | +15.83% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.74% | +0.03% | +5.29% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.74% | — | -0.69% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 0.69% | -0.06% | +0.00% | |
| 32 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.67% | — | +4.67% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.60% | — | +19.86% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | +0.15% | +0.10% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.58% | — | +6.27% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.06% | -1.97% | |
| 37 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.56% | — | +5.89% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.55% | — | +4.24% | |
| 39 | ARCB | Arcbest CORP | 株式-その他 | 0.53% | — | — | |
| 40 | INTC | Intel CORP | 株式-IT | 0.53% | — | -4.14% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.04% | +2.71% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.52% | — | +556.59% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | +2.86% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.46% | — | +1.39% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | +1.40% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | — | +4.87% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | — | +0.23% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | -0.57% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | — | +0.70% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.41% | — | +7.85% |