CIK: 0001512647
申告総資産額
$29.8億
上位200銘柄を表示中（全1162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 | 4.28% | — | +8.47% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.40% | +0.75% | -2.41% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.59% | +0.04% | +7.44% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.51% | — | +10.71% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 1.49% | -0.22% | +11.66% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.38% | — | +4.35% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | +0.03% | -6.29% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.19% | — | +14.98% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.11% | — | -0.42% | |
| 10 | DWX | State Street Spdr S&p Intern | ETF-その他 | 1.10% | — | +2.40% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.98% | -0.15% | +49.81% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.95% | -0.37% | +9.82% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 0.81% | — | -3.29% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.80% | — | -0.31% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | — | -6.23% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | — | +1.77% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.67% | — | +8359.99% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | +0.13% | +2.09% | |
| 19 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.66% | — | +4796.45% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | -3.31% | |
| 21 | VFH | Vanguard Financials ETF | ETF-その他 | 0.63% | — | +5.92% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.61% | — | +46.33% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.58% | +0.14% | +26.06% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.55% | — | +17.53% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.55% | +0.10% | +7.83% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.55% | -0.28% | +116191.84% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.54% | — | +4.89% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +0.39% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +2.49% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.52% | — | +7.86% | |
| 31 | ✓ | 株式-その他 | 0.52% | — | -27.69% | ||
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | +2.42% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | +0.07% | -15.01% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | +2.39% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.47% | -0.32% | +3.24% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.47% | — | +35.19% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.46% | — | +0.75% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | -1.23% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.45% | — | +5130.70% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.44% | -0.29% | +22.07% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.44% | — | +11.06% | |
| 42 | GAB | Gabelli Equity Trust | 株式-その他 | 0.43% | — | -2.44% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | — | +3.71% | |
| 44 | HFRO | Highland Opport & Income | 株式-その他 | 0.41% | — | +5.63% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | -1.11% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.39% | — | +12.99% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.37% | — | +2.17% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.37% | — | -15.69% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.36% | — | -6.29% | |
| 50 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.36% | — | -1.44% |