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 | 4.62% | +0.20% | +2.52% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.35% | +0.53% | +1.70% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.14% | -0.38% | +0.58% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.60% | +0.03% | +0.01% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.02% | — | +1.05% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.79% | — | +0.04% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.75% | — | -4.13% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.73% | — | -2.60% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.43% | — | +4.66% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.20% | -0.41% | +1.80% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.87% | — | +1.93% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.84% | -0.60% | -0.28% | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.79% | +0.10% | +0.84% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.78% | — | +4.46% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.76% | — | +3.04% | |
| 16 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.76% | — | +0.95% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.64% | — | +4.50% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.56% | — | +1.94% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.49% | -0.07% | -2.79% | |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.44% | — | +3.02% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.42% | — | -1.14% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.41% | -0.09% | -2.59% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.36% | — | +1.93% | |
| 24 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.32% | — | +2.31% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.26% | — | +0.15% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.26% | — | -2.20% | |
| 27 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.24% | -0.20% | +1.06% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.16% | -0.17% | -2.57% | |
| 29 | MBB | Ishares Mbs ETF | ETF-その他 | 1.11% | — | +1.17% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.06% | — | +0.41% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.03% | — | +1.47% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | — | -0.72% | |
| 33 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.86% | — | -2.16% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.85% | — | +2.17% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.83% | — | +0.18% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.77% | — | -1.85% | |
| 37 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.71% | — | +0.36% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.69% | — | +0.08% | |
| 39 | FISV | Fiserv INC | 株式-その他 | 0.69% | — | +45.44% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.68% | +0.21% | +0.40% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.68% | — | +1.26% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.26% | -2.32% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | — | -0.15% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.66% | — | -0.04% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.65% | — | -0.45% | |
| 46 | JXI | Ishares Global Utilities ETF | ETF-その他 | 0.62% | — | +16.57% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | — | — | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.62% | — | +0.29% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | -1.92% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.51% | — | -1.60% |