CIK: 0001492375
申告総資産額
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上位200銘柄を表示中(全328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 | 6.64% | -4.63% | EXIT | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 4.54% | -5.31% | EXIT | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.77% | -4.94% | EXIT | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.97% | -6.34% | EXIT | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.05% | -1.86% | EXIT | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.00% | -0.35% | EXIT | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.84% | -3.81% | EXIT | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.78% | -1.88% | EXIT | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.67% | — | +67.89% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.57% | -3.41% | EXIT | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.47% | -0.92% | EXIT | |
| 12 | ARL | American Realty Capital Properties Inc | 株式-その他 | 1.43% | — | +0.90% | |
| 13 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.42% | -2.33% | EXIT | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.27% | -1.58% | EXIT | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.24% | -0.89% | EXIT | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.23% | -1.76% | EXIT | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.19% | -0.47% | EXIT | |
| 18 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-その他 | 1.10% | — | — | |
| 19 | ✓ | Yahoo INC | 株式-その他 | 1.06% | — | +0.62% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.03% | -1.07% | EXIT | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.94% | -1.44% | EXIT | |
| 22 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.93% | — | +10.95% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | -1.40% | EXIT | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.87% | -0.83% | EXIT | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | -0.35% | EXIT | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.76% | — | — | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | -0.52% | EXIT | |
| 28 | FXH | First Trust Health Care Alph | ETF-その他 | 0.75% | — | +9.18% | |
| 29 | ✓ | 株式-その他 | 0.74% | — | — | ||
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.73% | -1.89% | EXIT | |
| 31 | SUN | Sunoco LP | 株式-その他 | 0.70% | — | +1.00% | |
| 32 | O | Realty Income CORP | 株式-不動産 | 0.67% | — | -4.86% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.65% | — | +22.25% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | -3.36% | EXIT | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | -30.04% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.62% | -1.22% | EXIT | |
| 37 | FAB | First Trust Multi Cap Value | ETF-その他 | 0.62% | — | +1.68% | |
| 38 | FAD | First Trust Multi Cap Growth | ETF-その他 | 0.59% | — | +0.12% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | -1.02% | EXIT | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.57% | — | +22.53% | |
| 41 | TDG | Transdigm Group INC | 株式-資本財 | 0.56% | — | -0.79% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.54% | -1.13% | EXIT | |
| 43 | T | At&t INC | 株式-通信サービス | 0.52% | -0.49% | EXIT | |
| 44 | ✓ | Valsparcom | 株式-その他 | 0.51% | — | +0.72% | |
| 45 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.50% | — | +0.28% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.49% | — | — | |
| 47 | AFG | American Financial Group INC | 株式-金融 | 0.48% | — | +1.69% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.48% | — | -1.64% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | -0.62% | EXIT | |
| 50 | MAS | Masco CORP | 株式-資本財 | 0.47% | — | -9.03% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FLOT | Ishares Floating Rate Bond E | +0.6% | +67.89% | 増加 |
| 2 | VTV | Vanguard Value ETF | +0.6% | +9.58% | 増加 |
| 3 | VUG | Vanguard Growth ETF | +0.6% | +10.97% | 増加 |
| 4 | MBB | Ishares Mbs ETF | +0.3% | +252.07% | 増加 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.3% | +10.22% | 増加 |
| 6 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +223.54% | 増加 |
| 7 | IWF | Ishares Russell 1000 Growth | +0.3% | +20.38% | 増加 |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.2% | +22.12% | 増加 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +27.94% | 増加 |
| 10 | GILD | Gilead Sciences INC | +0.2% | +10.95% | 増加 |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +64.22% | 増加 |
| 12 | IWD | Ishares Russell 1000 Value E | +0.2% | +19.75% | 増加 |
| 13 | LNG | Cheniere Energy INC | +0.2% | +266.44% | 増加 |
| 14 | ✓ | Yahoo INC | +0.2% | +0.62% | 増加 |
| 15 | VB | Vanguard Small-cap ETF | +0.2% | +9.15% | 増加 |
| 16 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +11.87% | 増加 |
| 17 | XLE | Ss Energy Select Sector | -0.2% | -44.17% | 減少 |
| 18 | USIG | Ishares Broad Usd Investment | -0.2% | -55.25% | 減少 |
| 19 | UTHR | United Therapeutics CORP | -0.2% | -82.85% | 減少 |
| 20 | XLY | Ss Consumer Disc Select Sect | -0.2% | -58.20% | 減少 |
| 21 | FEM | First Trust Emerging Markets | -0.2% | -48.78% | 減少 |
| 22 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -30.04% | 減少 |
| 23 | FLT1EUR | Fleetcor Technologies INC | -0.3% | -77.31% | 減少 |
| 24 | WIP | State Street Spdr Ftse Inter | -0.3% | -66.41% | 減少 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -24.41% | 減少 |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | -0.5% | -77.69% | 減少 |
| 27 | ✓ | Ing Global Eqty Div & Prem O | -0.5% | -93.60% | 減少 |
| 28 | IEF | Ishares 7-10 Year Treasury B | -0.7% | -60.51% | 減少 |
| 29 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | — | NEW | 新規購入 |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | 新規購入 |
| 31 | ✓ | — | NEW | 新規購入 | |
| 32 | TBF | Proshares Short 20+ Treasury | — | EXIT | 全売却 |
| 33 | ✓ | Actavis INC Com | — | EXIT | 全売却 |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | 新規購入 |
| 35 | XLF | Ss Financial Select Sector | — | EXIT | 全売却 |
| 36 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | 新規購入 |
| 37 | XFFCX | Flaherty & Crumrine Pref INC | — | EXIT | 全売却 |
| 38 | CXPUSD | Columbia Property Trust INC | — | NEW | 新規購入 |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | 全売却 |
| 40 | GTLS | Chart Industries INC | — | EXIT | 全売却 |
| 41 | GNCIQ | Gnc Holdings Inc-cl A | — | EXIT | 全売却 |
| 42 | ✓ | Barclays Bk PLC | — | NEW | 新規購入 |
| 43 | HSY | Hershey Co/the | — | EXIT | 全売却 |
| 44 | FLC | Flaherty & Crumrine Ttl Rtrn | — | EXIT | 全売却 |
| 45 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 46 | SLM | Slm CORP | — | EXIT | 全売却 |
| 47 | SNI | Scripps Networks Inter-cl A | — | EXIT | 全売却 |
| 48 | ✓ | Vaneck Ig Floating Rate ETF | — | NEW | 新規購入 |
| 49 | USA | Liberty All-Star Equity Fund | — | EXIT | 全売却 |
| 50 | RMD | Resmed INC | — | EXIT | 全売却 |