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 | 8.76% | — | +2.98% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.49% | — | +4.84% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.69% | -0.07% | +3.02% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.46% | — | +2.94% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 5.39% | -0.05% | +3.16% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 5.15% | -0.06% | +1.98% | |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 5.02% | — | +2.82% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.54% | — | -0.84% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.96% | -0.01% | +6.68% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.89% | — | -9.25% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.76% | — | +4.14% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.59% | — | +1.71% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.53% | +0.01% | +3.37% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.38% | — | -0.23% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.36% | — | -0.90% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.25% | — | -1.07% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.23% | — | +6.36% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.16% | — | -1.95% | |
| 19 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.10% | — | -0.83% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.09% | — | -0.46% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.04% | — | +1.32% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.96% | +0.07% | +1.05% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | — | +39.37% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.82% | — | -1.50% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.82% | — | -4.92% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.78% | — | +1.66% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.77% | — | -0.54% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.75% | — | -3.30% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.72% | — | +9.12% | |
| 30 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.70% | — | -1.41% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.64% | +0.03% | +1.89% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.63% | -0.06% | -3.67% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.61% | — | +4.28% | |
| 34 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 0.58% | — | +8.11% | |
| 35 | CERNCHF | Cerner CORP | 株式-その他 | 0.57% | — | -1.02% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.56% | — | -1.50% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.53% | — | +5.71% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.53% | — | +2.59% | |
| 39 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 0.52% | — | -1.24% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.49% | — | +2.49% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | +0.15% | +5.41% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | +0.08% | +0.73% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | — | -3.77% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | +6.49% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.42% | — | +4.04% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.41% | — | +2.57% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.39% | — | +0.52% | |
| 48 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.38% | — | -0.61% | |
| 49 | ARCB | Arcbest CORP | 株式-その他 | 0.38% | — | — | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.37% | — | -4.55% |