CIK: 0001512647
申告総資産額
$29.8億
上位200銘柄を表示中（全1130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 | 3.41% | — | +23.18% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.49% | +0.75% | +2.67% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 1.49% | -0.22% | +5.30% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | +0.03% | -7.76% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.35% | — | +84.03% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | +0.04% | +178.08% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.24% | — | +26.84% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.11% | -0.37% | +86.18% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.05% | — | +65.83% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.05% | — | +5.60% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.89% | — | +52.86% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.82% | — | +7.20% | |
| 13 | ✓ | 株式-その他 | 0.82% | — | +23.99% | ||
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | — | +21.98% | |
| 15 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.74% | — | +1.02% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +0.89% | |
| 17 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.70% | — | +201.96% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 0.70% | — | -2.52% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.69% | — | +9.48% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.68% | -0.15% | +18.04% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | +0.07% | -4.16% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 0.65% | — | +37.02% | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.62% | — | -10.85% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | -3.25% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.61% | — | -13.10% | |
| 26 | VFH | Vanguard Financials ETF | ETF-その他 | 0.60% | — | +2.79% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | — | +4.36% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.55% | -0.29% | -7.27% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | -22.87% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.54% | +0.16% | -6.15% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.53% | +0.14% | +21.99% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.53% | — | -0.71% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | -11.47% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | +0.13% | -7.80% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.51% | — | +8.63% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.51% | +0.10% | -18.71% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | +35.51% | |
| 38 | CELG | Celgene CORP | 株式-その他 | 0.48% | — | -11.12% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | — | +3.58% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +4.49% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | +1.23% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | +3.82% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.44% | — | +100.66% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | — | +1.25% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.44% | — | +38.31% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.44% | — | +0.79% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.43% | -0.32% | +88.73% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.43% | — | +3.25% | |
| 49 | MBB | Ishares Mbs ETF | ETF-その他 | 0.41% | — | -31.92% | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.40% | — | +4.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.7% | +178.08% | 増加 |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | +0.5% | +84.03% | 増加 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.4% | +86.18% | 増加 |
| 4 | ✓ | Powershares ETF Tr Ii | +0.4% | +201.96% | 増加 |
| 5 | VGK | Vanguard Ftse Europe ETF | +0.4% | +971.67% | 増加 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +65.83% | 増加 |
| 7 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.3% | +536.56% | 増加 |
| 8 | VNQ | Vanguard Real Estate ETF | +0.3% | +52.86% | 増加 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +23.18% | 増加 |
| 10 | DXJ | Wisdomtree Japan Hedged Eq | +0.2% | +641.46% | 増加 |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.2% | +21.98% | 増加 |
| 12 | BSV | Vanguard Short-term Bond ETF | +0.2% | +100.66% | 増加 |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +111.96% | 増加 |
| 14 | FVD | First Trust Value Line Dvd | +0.2% | +88.73% | 増加 |
| 15 | ✓ | Powershares ETF Trust | +0.2% | +149.30% | 増加 |
| 16 | IEMG | Ishares Core Msci Emerging | +0.2% | +132.81% | 増加 |
| 17 | VXUS | Vanguard Total Intl Stock | +0.1% | +26.84% | 増加 |
| 18 | XLF | Ss Financial Select Sector | +0.1% | +37.02% | 増加 |
| 19 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +0.1% | +325.85% | 増加 |
| 20 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +137.22% | 増加 |
| 21 | BIV | Vanguard Intermediate-term B | +0.1% | +142.20% | 増加 |
| 22 | BWX | State Street Spdr Bloomberg | +0.1% | +633.56% | 増加 |
| 23 | IHI | Ishares U.s. Medical Devices | +0.1% | +899.45% | 増加 |
| 24 | EEM | Ishares Msci Emerging Market | +0.1% | +73.07% | 増加 |
| 25 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +76.20% | 増加 |
| 26 | SCHD | Schwab U.S. Dividend Equity ETF | +0.1% | +56.93% | 増加 |
| 27 | EZU | Ishares Msci Eurozone ETF | +0.1% | +853.15% | 増加 |
| 28 | KR | Kroger Co | +0.1% | +456.42% | 増加 |
| 29 | IBB | Ishares Biotechnology ETF | +0.1% | +114.22% | 増加 |
| 30 | AMGN | Amgen INC | +0.1% | +60.08% | 増加 |
| 31 | PFF | Ishares Preferred & Income S | +0.1% | +38.31% | 増加 |
| 32 | ✓ | +0.1% | +23.99% | 増加 | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +21.99% | 増加 |
| 34 | EFA | Ishares Msci Eafe ETF | 0% | +35.51% | 増加 |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | +18.04% | 増加 |
| 36 | MSFT | Microsoft CORP | -0.1% | +5.60% | 増加 |
| 37 | ✓ | Powershs Db US Dollar Index | -0.1% | -89.16% | 減少 |
| 38 | MDY | State Street Spdr S&p Midcap | -0.2% | -30.69% | 減少 |
| 39 | IEF | Ishares 7-10 Year Treasury B | -0.2% | -18.71% | 減少 |
| 40 | VZ | Verizon Communications INC | -0.2% | -11.47% | 減少 |
| 41 | AEP | American Electric Power Company, Inc. | -0.3% | -29.28% | 減少 |
| 42 | T | At&t INC | -0.3% | -13.10% | 減少 |
| 43 | MBB | Ishares Mbs ETF | -0.3% | -31.92% | 減少 |
| 44 | PG | Procter & Gamble Co/the | -0.3% | -22.87% | 減少 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -7.76% | 減少 |
| 46 | VPL | Vanguard Ftse Pacific ETF | — | EXIT | 全売却 |
| 47 | EVEUR | Eaton Vance CORP | — | EXIT | 全売却 |
| 48 | SH1USD | Proshares Short S&p500 | — | NEW | 新規購入 |
| 49 | SMHC | VanEck China Semiconductor ETF | — | NEW | 新規購入 |
| 50 | FIXD | First Trust Smith Opportunis | — | NEW | 新規購入 |