CIK: 0001492375
申告総資産額
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上位200銘柄を表示中(全345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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.97% | -4.63% | EXIT | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 3.93% | -5.31% | EXIT | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.22% | -4.94% | EXIT | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.66% | -6.34% | EXIT | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.00% | -1.86% | EXIT | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.99% | -0.35% | EXIT | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.79% | -1.88% | EXIT | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.70% | -3.81% | EXIT | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.50% | -0.47% | EXIT | |
| 10 | ARL | American Realty Capital Properties Inc | 株式-その他 | 1.43% | — | -0.46% | |
| 11 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.39% | -2.33% | EXIT | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.38% | -0.92% | EXIT | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.33% | -3.41% | EXIT | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.18% | -1.76% | EXIT | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.12% | -1.58% | EXIT | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.10% | — | +2391.39% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.03% | — | +110.16% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.97% | -0.89% | EXIT | |
| 19 | AAPL | Apple INC | 株式-IT | 0.97% | -1.07% | EXIT | |
| 20 | ✓ | Yahoo INC | 株式-その他 | 0.90% | — | +1.58% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | — | +9.79% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | -1.44% | EXIT | |
| 23 | O | Realty Income CORP | 株式-不動産 | 0.76% | — | -11.44% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | -0.35% | EXIT | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.73% | — | +1.12% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.69% | -0.83% | EXIT | |
| 27 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.69% | — | +1.28% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | -0.52% | EXIT | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | -1.40% | EXIT | |
| 30 | ✓ | Actavis INC Com | 株式-その他 | 0.66% | — | +0.04% | |
| 31 | SUN | Sunoco LP | 株式-その他 | 0.64% | — | +0.96% | |
| 32 | FXH | First Trust Health Care Alph | ETF-その他 | 0.64% | — | +21.14% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.62% | — | -47.39% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.62% | -1.89% | EXIT | |
| 35 | FAB | First Trust Multi Cap Value | ETF-その他 | 0.57% | — | +5.45% | |
| 36 | ✓ | Ing Global Eqty Div & Prem O | 株式-その他 | 0.57% | — | +17.83% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.56% | — | +0.98% | |
| 38 | FAD | First Trust Multi Cap Growth | ETF-その他 | 0.56% | — | +2.46% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.56% | -1.22% | EXIT | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | — | +4.05% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.53% | -3.36% | EXIT | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.51% | — | +1.12% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | +86.89% | |
| 44 | TDG | Transdigm Group INC | 株式-資本財 | 0.50% | — | +42.45% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.50% | -0.49% | EXIT | |
| 46 | MAS | Masco CORP | 株式-資本財 | 0.50% | — | -18.10% | |
| 47 | AWK | American Water Works Co INC | 株式-公益事業 | 0.50% | — | -21.80% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.50% | — | -1.84% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.50% | — | -17.19% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | -1.02% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | +1.1% | +2391.39% | 増加 |
| 2 | IWD | Ishares Russell 1000 Value E | +0.6% | +825.98% | 増加 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +59.29% | 増加 |
| 4 | FLOT | Ishares Floating Rate Bond E | +0.5% | +110.16% | 増加 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.4% | +15.52% | 増加 |
| 6 | VTV | Vanguard Value ETF | +0.3% | +14.96% | 増加 |
| 7 | IVE | Ishares S&p 500 Value ETF | +0.3% | +570.34% | 増加 |
| 8 | IWF | Ishares Russell 1000 Growth | +0.3% | +44.92% | 増加 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.2% | +86.89% | 増加 |
| 10 | EFA | Ishares Msci Eafe ETF | +0.2% | +10.88% | 増加 |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +78.54% | 増加 |
| 12 | FEM | First Trust Emerging Markets | +0.2% | +105.15% | 増加 |
| 13 | ✓ | Yahoo INC | +0.2% | +1.58% | 増加 |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +50.28% | 増加 |
| 15 | ✓ | Powershares | +0.2% | +156.20% | 増加 |
| 16 | DLTR | Dollar Tree INC | +0.2% | +158.80% | 増加 |
| 17 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +57.31% | 増加 |
| 18 | CELG | Celgene CORP | +0.2% | +65.54% | 増加 |
| 19 | AMGN | Amgen INC | +0.2% | +52.56% | 増加 |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +19.83% | 増加 |
| 21 | VB | Vanguard Small-cap ETF | +0.1% | +13.75% | 増加 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +17.42% | 増加 |
| 23 | BSV | Vanguard Short-term Bond ETF | 0% | +9.29% | 増加 |
| 24 | MO | Altria Group INC | -0.2% | -33.94% | 減少 |
| 25 | WIP | State Street Spdr Ftse Inter | -0.3% | -37.85% | 減少 |
| 26 | TIP | Ishares Tips Bond ETF | -0.4% | -53.17% | 減少 |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | -0.4% | -58.55% | 減少 |
| 28 | XFFCX | Flaherty & Crumrine Pref INC | -0.4% | -41.43% | 減少 |
| 29 | MCD | Mcdonald's CORP | -0.4% | -65.45% | 減少 |
| 30 | VYM | Vanguard High Dvd Yield ETF | -0.5% | -84.17% | 減少 |
| 31 | ARL | American Realty Capital Properties Inc | -0.5% | -0.46% | 減少 |
| 32 | VMBS | Vanguard Mortgage-backed Sec | -0.6% | -15.36% | 減少 |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | -0.7% | -47.39% | 減少 |
| 34 | USIG | Ishares Broad Usd Investment | -0.9% | -69.27% | 減少 |
| 35 | ✓ | Powershares ETF Tr Ii | -1% | -80.38% | 減少 |
| 36 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | 新規購入 |
| 37 | AFG | American Financial Group INC | — | NEW | 新規購入 |
| 38 | DHI | Dr Horton INC | — | EXIT | 全売却 |
| 39 | HTZ | Hertz Global Holdings, Inc. | — | NEW | 新規購入 |
| 40 | FBT | First Trust Nyse Arca Biotec | — | NEW | 新規購入 |
| 41 | GTLS | Chart Industries INC | — | NEW | 新規購入 |
| 42 | ✓ | Market Vectors ETF Tr | — | EXIT | 全売却 |
| 43 | ✓ | Allianzgi Conv & Income Fd | — | NEW | 新規購入 |
| 44 | SDY | Ss Spdr S&p Dividend ETF | — | EXIT | 全売却 |
| 45 | FRI | First Trust S&p Reit Index F | — | EXIT | 全売却 |
| 46 | ✓ | Cole Real Estate Investments | — | NEW | 新規購入 |
| 47 | AGO | Assured Guaranty Ltd. | — | EXIT | 全売却 |
| 48 | DFSEUR | Discover Financial Services | — | EXIT | 全売却 |
| 49 | DVA | Davita INC | — | EXIT | 全売却 |
| 50 | WAB | Wabtec CORP | — | NEW | 新規購入 |