CIK: 0001512647
申告総資産額
$29.8億
上位200銘柄を表示中(全1003銘柄)
| # | 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 | MBB | Ishares Mbs ETF | ETF-その他 | 1.88% | — | +81.60% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.77% | — | +42.96% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.64% | +0.14% | +71.86% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.56% | — | +39.11% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.56% | +0.75% | +14.05% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.50% | — | +110.78% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.43% | — | +5775.89% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.27% | — | +112.80% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.25% | — | +129.56% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.07% | — | +113.43% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | — | +15.00% | |
| 12 | T | At&t INC | 株式-通信サービス | 0.90% | — | +23.42% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | -0.11% | +179.88% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.86% | — | +54.56% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.82% | — | +171.01% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.80% | — | +20.92% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.77% | — | +71.78% | |
| 18 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.73% | — | +5.13% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.71% | — | +20.57% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.68% | +0.16% | +29.63% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.67% | — | +105.19% | |
| 22 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.67% | — | +2066.84% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.66% | — | +75.02% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.65% | — | +25.49% | |
| 25 | ✓ | 株式-その他 | 0.61% | — | +63.31% | ||
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.60% | +0.10% | +61.36% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | — | +12.45% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.59% | — | — | |
| 29 | ✓ | Powershares | 株式-その他 | 0.57% | — | +35.43% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | +37.46% | |
| 31 | ✓ | Cole Real Estate Investments | 株式-その他 | 0.56% | — | — | |
| 32 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 0.56% | — | +48.24% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.56% | -0.29% | +94.61% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.55% | — | +4156.36% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | +0.07% | +216.84% | |
| 36 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.53% | — | +64.20% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +28.01% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | +0.03% | +58.71% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +28.72% | |
| 40 | BGR | Blackrock Enrgy & Res Tr | 株式-その他 | 0.50% | — | +55.72% | |
| 41 | XLF | Ss Financial Select Sector | ETF-その他 | 0.49% | — | +103.93% | |
| 42 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.47% | — | +164.52% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | — | +106.99% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.46% | — | +86.40% | |
| 45 | EMR | Emerson Electric Co | 株式-資本財 | 0.46% | — | +41.32% | |
| 46 | UST | Proshares Ultra 7-10 Year Tr | ETF-その他 | 0.45% | — | — | |
| 47 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.44% | — | +35.27% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | — | +32.96% | |
| 49 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.44% | — | +36.19% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.43% | — | +7.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | +1.4% | +5775.89% | 増加 |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | +0.6% | +2066.84% | 増加 |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.6% | +110.78% | 増加 |
| 4 | VHT | Vanguard Health Care ETF | +0.5% | +4156.36% | 増加 |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.5% | +129.56% | 増加 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +112.80% | 増加 |
| 7 | MBB | Ishares Mbs ETF | +0.5% | +81.60% | 増加 |
| 8 | CVX | Chevron CORP | +0.5% | +179.88% | 増加 |
| 9 | ACWI | Ishares Msci Acwi ETF | +0.4% | +113.43% | 増加 |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +216.84% | 増加 |
| 11 | MUB | Ishares National Muni Bond E | +0.4% | +171.01% | 増加 |
| 12 | VGK | Vanguard Ftse Europe ETF | +0.4% | +1141.00% | 増加 |
| 13 | TRV | Travelers Cos Inc/the | +0.4% | +1979.15% | 増加 |
| 14 | ✓ | Claymore Exchange Trd Fd Tr | +0.3% | +2054.02% | 増加 |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +71.86% | 増加 |
| 16 | GLW | Corning INC | +0.3% | +1988.33% | 増加 |
| 17 | BAX | Baxter International INC | +0.3% | +543.89% | 増加 |
| 18 | SCHD | Schwab U.S. Dividend Equity ETF | +0.2% | +164.52% | 増加 |
| 19 | IWM | Ishares Russell 2000 ETF | +0.2% | +42.96% | 増加 |
| 20 | IBM | Intl Business Machines CORP | +0.2% | +105.19% | 増加 |
| 21 | EFA | Ishares Msci Eafe ETF | +0.2% | +106.99% | 増加 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.2% | +237.58% | 増加 |
| 23 | XLK | Ss Technology Select Sector | +0.2% | +75.02% | 増加 |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +94.61% | 増加 |
| 25 | XLF | Ss Financial Select Sector | +0.2% | +103.93% | 増加 |
| 26 | GLD | Spdr Gold Shares | +0.2% | +54.56% | 増加 |
| 27 | ✓ | Powershares Global ETF Trust | +0.1% | +140.26% | 増加 |
| 28 | MDY | State Street Spdr S&p Midcap | +0.1% | +39.11% | 増加 |
| 29 | VNQ | Vanguard Real Estate ETF | +0.1% | +71.78% | 増加 |
| 30 | CAT | Caterpillar INC | +0.1% | +86.40% | 増加 |
| 31 | UTF | Cohen & Steers Infrastructur | +0.1% | +64.20% | 増加 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +58.71% | 増加 |
| 33 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +61.36% | 増加 |
| 34 | ✓ | +0.1% | +63.31% | 増加 | |
| 35 | AAPL | Apple INC | 0% | +14.05% | 増加 |
| 36 | RTN1USD | Raytheon Company | -0.3% | -79.98% | 減少 |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.4% | -84.41% | 減少 |
| 38 | TIP | Ishares Tips Bond ETF | -0.4% | -56.05% | 減少 |
| 39 | RWX | State Street Spdr Dow Jones | -0.4% | -94.72% | 減少 |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.7% | -82.19% | 減少 |
| 41 | IVV | Ishares Core S&p 500 ETF | -1.3% | -88.04% | 減少 |
| 42 | VTIP | Vanguard Short-term Tips | — | NEW | 新規購入 |
| 43 | ✓ | Cole Real Estate Investments | — | NEW | 新規購入 |
| 44 | SSO | Proshares Ultra S&p500 | — | EXIT | 全売却 |
| 45 | UST | Proshares Ultra 7-10 Year Tr | — | NEW | 新規購入 |
| 46 | RALS | Proshares Rafi Long/short | — | NEW | 新規購入 |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | NEW | 新規購入 |
| 48 | TD | Toronto-dominion Bank | — | NEW | 新規購入 |
| 49 | EPP | Ishares Msci Pacific Ex Japa | — | EXIT | 全売却 |
| 50 | ✓ | Safeway INC | — | NEW | 新規購入 |