CIK: 0001382646
申告総資産額
$4.1億
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.18% | +0.30% | -2.51% | |
| 2 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 5.06% | +0.08% | +0.68% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.64% | — | +1.95% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.51% | +0.09% | -0.87% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.24% | -2.26% | +251.08% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.09% | — | +0.57% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.01% | — | -0.21% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.86% | +0.20% | -1.55% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.77% | — | +2.09% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.29% | -0.37% | +1.07% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.10% | — | +0.45% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.07% | — | -0.61% | |
| 13 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.87% | -0.98% | +0.68% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.84% | — | +0.88% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.84% | +0.18% | +1.73% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.61% | — | +0.22% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.60% | — | +3.60% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.59% | +0.08% | -1.46% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.58% | +0.07% | -1.50% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.50% | +0.12% | -1.41% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.32% | +0.04% | +2.70% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.30% | — | +1.40% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.25% | — | +0.52% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.11% | — | -0.85% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.11% | — | +0.32% | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.11% | +0.05% | +2.54% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 1.10% | — | -1.19% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.06% | — | -1.37% | |
| 29 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.02% | +0.01% | +2.81% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.02% | — | +1.39% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.92% | — | -1.91% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.87% | — | +2.51% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.87% | — | -0.73% | |
| 34 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.82% | — | +4.28% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.82% | +0.07% | +4.59% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.79% | — | — | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.77% | +0.03% | -1.25% | |
| 38 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.73% | — | -0.60% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.71% | — | -0.70% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | -0.88% | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.68% | — | -0.69% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.68% | +0.05% | -0.58% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.66% | +0.16% | -0.88% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.63% | — | -0.67% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | — | -1.31% | |
| 46 | FISV | Fiserv INC | 株式-その他 | 0.58% | -0.10% | EXIT | |
| 47 | SNPS | Synopsys INC | 株式-IT | 0.55% | — | -1.92% | |
| 48 | CDNS | Cadence Design Sys INC | 株式-IT | 0.54% | +0.07% | -2.07% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | -1.64% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.47% | +0.13% | -0.08% |