CIK: 0001539338
申告総資産額
$5.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 21.79% | — | +2.12% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 14.77% | — | +0.72% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 12.04% | — | -3.09% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 11.38% | — | +3.81% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 8.41% | — | +0.65% | |
| 6 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 7.18% | — | +363.42% | |
| 7 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 4.19% | — | -0.00% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.18% | — | -1.32% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 1.60% | — | -5.15% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.17% | — | -4.63% | |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.91% | — | -0.57% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | — | -11.09% | |
| 13 | BAX | Baxter International INC | 株式-ヘルスケア | 0.82% | — | +174.68% | |
| 14 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.71% | — | +17.28% | |
| 15 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.65% | — | +23.19% | |
| 16 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.61% | — | -4.59% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.59% | — | — | |
| 18 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.58% | — | -0.25% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | -11.72% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.56% | — | +0.72% | |
| 21 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.55% | — | +25.97% | |
| 22 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.51% | — | +19.44% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | +689900.00% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.41% | — | -2.18% | |
| 25 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.41% | — | -87.75% | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 0.34% | — | — | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.34% | — | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | -20.88% | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.27% | — | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | +0.12% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | — | -36.19% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.22% | — | -39.12% | |
| 33 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.20% | — | — | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | -11.59% | |
| 35 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 0.17% | — | -98.97% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.16% | — | -0.13% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.15% | — | +13.27% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | — | +191.18% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | — | +17.26% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.14% | — | -16.27% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.13% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | — | +5.43% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.13% | — | -10.93% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.12% | — | -0.96% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | — | -23.05% | |
| 46 | ✓ | Select Sector Spdr Tr | 株式-その他 | 0.12% | — | — | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.12% | — | -22.72% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.10% | — | +4.19% | |
| 49 | AETIEUR | American Electric Technologi | 株式-その他 | 0.10% | — | -98.91% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.10% | — | +10.10% |