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 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 9.82% | — | +5.50% | |
| 2 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 6.79% | — | +1.96% | |
| 3 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 6.41% | -0.06% | +4.06% | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 6.05% | -0.05% | +320.59% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.05% | -0.07% | — | |
| 6 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 4.16% | — | +2.13% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.87% | — | +2.18% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.72% | — | -6.84% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.61% | -0.01% | +7.08% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.18% | — | +3.71% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.96% | — | +4.21% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.79% | — | +10.41% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.70% | — | -0.71% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.51% | — | -4.40% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.46% | +0.01% | +12.21% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.39% | — | +0.58% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.39% | — | -9.42% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.38% | — | -1.02% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.31% | +0.07% | +1.52% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.23% | — | +1.29% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.12% | — | +0.14% | |
| 22 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.97% | — | -2.92% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.90% | — | -0.43% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.89% | — | +3.29% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.88% | — | -2.63% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.88% | — | +5.01% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.78% | +0.03% | +2.83% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | — | -1.38% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 0.72% | -0.06% | -0.92% | |
| 30 | CERNCHF | Cerner CORP | 株式-その他 | 0.70% | — | -3.90% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.70% | — | -5.36% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.68% | — | -0.67% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.64% | — | +0.94% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.63% | — | +12.03% | |
| 35 | ARCB | Arcbest CORP | 株式-その他 | 0.62% | — | — | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.61% | — | +1.79% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | +0.15% | +2.63% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.58% | — | +3.74% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.50% | — | +0.51% | |
| 40 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 0.49% | — | +0.58% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.48% | — | -3.03% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | +2.89% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | -0.16% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.06% | +0.21% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.45% | — | -0.26% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.45% | — | +0.13% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | — | +1.75% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | +0.08% | +10.10% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | +1.92% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.04% | -4.17% |