CIK: 0001512647
申告総資産額
$29.8億
上位200銘柄を表示中（全1034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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.36% | — | +16.65% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.18% | +0.75% | +0.80% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.93% | -0.37% | -5.25% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.55% | +0.03% | -23.65% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 1.38% | -0.22% | -1.68% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.08% | — | -4.45% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 1.04% | — | -3.95% | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 1.02% | — | -10.70% | |
| 9 | T | At&t INC | 株式-通信サービス | 1.01% | — | -7.52% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.98% | +0.14% | +5.67% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | -5.24% | |
| 12 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.87% | — | -6.88% | |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.86% | — | +27.46% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | -8.48% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.82% | — | -7.44% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.80% | — | +7.62% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.79% | -0.29% | -33.42% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | +0.07% | -7.51% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.76% | +0.16% | +16.06% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.75% | — | -0.40% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.69% | — | -3.06% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +0.72% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | — | -9.68% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | -43.85% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.64% | +0.10% | -2.49% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.62% | -0.15% | -0.20% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.62% | — | -0.41% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | -3.70% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.60% | — | -0.71% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.60% | — | +77.44% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.59% | — | +97.11% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.58% | — | +29.03% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | — | -2.33% | |
| 34 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.58% | — | -0.66% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | -1.71% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.56% | — | +102.15% | |
| 37 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.54% | — | +37.90% | |
| 38 | GIS | General Mills INC | 株式-生活必需品 | 0.53% | — | -6.48% | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.53% | — | -5.67% | |
| 40 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.52% | — | -14.54% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | +0.21% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.49% | — | +2.44% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -1.85% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.45% | — | — | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.43% | — | -2.19% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.43% | — | +0.24% | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.43% | — | -4.93% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.43% | — | +9.66% | |
| 49 | CELG | Celgene CORP | 株式-その他 | 0.42% | — | -4.88% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.42% | — | -9.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +16.65% | 増加 |
| 2 | ✓ | Powershares ETF Tr Ii | +0.3% | +1211.28% | 増加 |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.3% | +97.11% | 増加 |
| 4 | IJS | Ishares S&p Small-cap 600 Va | +0.3% | +102.15% | 増加 |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +77.44% | 増加 |
| 6 | SCHW | Schwab (charles) CORP | +0.2% | +257.33% | 増加 |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | +759.50% | 増加 |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | +0.2% | +27.46% | 増加 |
| 9 | FV | First Trust Dw Focus 5 Fund | +0.2% | +37.90% | 増加 |
| 10 | XLE | Ss Energy Select Sector | +0.2% | +60.40% | 増加 |
| 11 | MDY | State Street Spdr S&p Midcap | +0.1% | +29.03% | 増加 |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +16.06% | 増加 |
| 13 | ✓ | Powershares Act Mang Comm Fd | +0.1% | +810.65% | 増加 |
| 14 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +467.97% | 増加 |
| 15 | ICF | Ishares Select U.s. Reit ETF | +0.1% | +822.46% | 増加 |
| 16 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +29.71% | 増加 |
| 17 | MUB | Ishares National Muni Bond E | -0.1% | -26.18% | 減少 |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | -0.1% | -14.54% | 減少 |
| 19 | ETW | Eaton Vance T/m Glbl Buy-wr | -0.1% | -66.16% | 減少 |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -48.25% | 減少 |
| 21 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -26.06% | 減少 |
| 22 | MET | Metlife INC | -0.1% | -68.55% | 減少 |
| 23 | VT | Vanguard Tot World Stk ETF | -0.1% | -82.45% | 減少 |
| 24 | MBB | Ishares Mbs ETF | -0.1% | -10.70% | 減少 |
| 25 | GOVT | Ishares US Treasury Bond ETF | -0.1% | -63.85% | 減少 |
| 26 | BWX | State Street Spdr Bloomberg | -0.1% | -72.66% | 減少 |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.2% | -47.06% | 減少 |
| 28 | IWF | Ishares Russell 1000 Growth | -0.2% | -43.58% | 減少 |
| 29 | ✓ | -0.2% | -37.42% | 減少 | |
| 30 | CVX | Chevron CORP | -0.2% | -38.76% | 減少 |
| 31 | BEN | Franklin Resources INC | -0.2% | -68.54% | 減少 |
| 32 | FTLS | First Trust Long/short Eqty | -0.2% | -93.49% | 減少 |
| 33 | JAAA | Janus Capital Group INC | -0.2% | -92.07% | 減少 |
| 34 | DIS | Walt Disney Co/the | -0.3% | -46.31% | 減少 |
| 35 | AAPL | Apple INC | -0.3% | +0.80% | 増加 |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | -33.42% | 減少 |
| 37 | VNQ | Vanguard Real Estate ETF | -0.4% | -43.85% | 減少 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -23.65% | 減少 |
| 39 | ACWI | Ishares Msci Acwi ETF | — | NEW | 新規購入 |
| 40 | ✓ | Proshares | — | EXIT | 全売却 |
| 41 | SH1USD | Proshares Short S&p500 | — | NEW | 新規購入 |
| 42 | TBF | Proshares Short 20+ Treasury | — | NEW | 新規購入 |
| 43 | SMHC | VanEck China Semiconductor ETF | — | EXIT | 全売却 |
| 44 | DOGUSD | Proshares Short Dow30 | — | EXIT | 全売却 |
| 45 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | — | EXIT | 全売却 |
| 46 | IYM | Ishares U.s. Basic Materials | — | NEW | 新規購入 |
| 47 | LMBS | First Trust Low Duration Opp | — | NEW | 新規購入 |
| 48 | FDT | First Trust Develp Mkt Ex-us | — | EXIT | 全売却 |
| 49 | SMHC | VanEck China Semiconductor ETF | — | NEW | 新規購入 |
| 50 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | — | NEW | 新規購入 |