CIK: 0001543536
申告総資産額
$6.8億
上位200銘柄を表示中（全693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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.70% | +0.26% | -2.28% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.61% | +0.25% | -0.20% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.32% | -0.25% | +0.14% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.68% | — | +3.07% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.99% | — | +0.50% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.40% | — | +3.13% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.36% | -0.14% | +2.63% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.17% | — | — | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.98% | — | +1.33% | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.78% | — | +1.18% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.76% | — | -2.71% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.20% | -0.24% | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.77% | — | +2.54% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.68% | — | +130.66% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.58% | — | — | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.58% | — | +44.84% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.45% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.27% | +0.20% | -0.59% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.18% | — | +3.60% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.10% | — | +0.06% | |
| 21 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.04% | — | +3.90% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.04% | +0.07% | -0.94% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.02% | — | +242.21% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | +0.09% | +1.53% | |
| 25 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.92% | — | +4.28% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.88% | — | +26.11% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.14% | -0.42% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | -0.11% | +0.50% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.80% | — | +11.46% | |
| 30 | SJB | Proshares Short High Yield | ETF-ハイイールド債 | 0.79% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.09% | +1.08% | |
| 32 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.71% | — | -2.09% | |
| 33 | GOLD | Gold.com, Inc. | 株式-その他 | 0.71% | — | -30.57% | |
| 34 | PENN | PENN Entertainment, Inc. | 株式-一般消費財 | 0.71% | — | -6.58% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.68% | -0.10% | -11.99% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | +0.07% | +91.70% | |
| 37 | MTB | M & T Bank CORP | 株式-金融 | 0.64% | — | +0.01% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.61% | — | +3.82% | |
| 39 | PPL | Ppl CORP | 株式-公益事業 | 0.59% | — | +12.02% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +0.16% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.58% | — | +3.43% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.56% | — | +1.54% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.56% | +0.16% | +0.67% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.54% | -0.20% | +0.09% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.54% | — | +939.55% | |
| 46 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.51% | — | — | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +0.26% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | +0.09% | — | |
| 49 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.45% | -0.63% | EXIT | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.40% | -0.19% | +6.50% |