CIK: 0001382646
申告総資産額
$3.8億
| # | 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 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 4.60% | +0.20% | +0.73% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.32% | +0.53% | +0.85% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.14% | -0.38% | -0.78% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.72% | +0.03% | +0.92% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.95% | — | +1.92% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.94% | — | -0.31% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.90% | — | -0.68% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.69% | — | +2.16% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.36% | — | +2.02% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.19% | -0.41% | +3.31% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.84% | — | +1.26% | |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.76% | — | +1.66% | |
| 13 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.76% | — | +2.35% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.71% | — | +0.94% | |
| 15 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.68% | +0.10% | -0.46% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.66% | — | +1.31% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.65% | -0.60% | -0.04% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.55% | — | +1.01% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.53% | -0.07% | -0.68% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.47% | -0.09% | -0.55% | |
| 21 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.46% | — | +2.16% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.43% | — | +3.71% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.33% | — | +0.61% | |
| 24 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.30% | — | +1.22% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.28% | — | -0.20% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.24% | — | +1.20% | |
| 27 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.24% | -0.20% | +2.33% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.17% | -0.17% | -0.55% | |
| 29 | MBB | Ishares Mbs ETF | ETF-その他 | 1.10% | — | +3.57% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.06% | — | +3.50% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.02% | — | +1.17% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | — | -0.57% | |
| 33 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.88% | — | -0.05% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.84% | — | +1.64% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.82% | — | +3.59% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.74% | — | +0.38% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | +0.74% | |
| 38 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.70% | — | +3.67% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.69% | — | +3.49% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.68% | +0.21% | -5.94% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.68% | — | +4.21% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.26% | -1.94% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.67% | — | +3.40% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.66% | — | +3.22% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.63% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | -1.78% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.58% | — | +3.63% | |
| 48 | JXI | Ishares Global Utilities ETF | ETF-その他 | 0.50% | — | +1.21% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.50% | — | -1.90% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.48% | — | -1.08% |