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 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 5.35% | +0.08% | +290.81% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.01% | +0.30% | +289.73% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.22% | — | +1.62% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.59% | +0.09% | -1.34% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.30% | -2.26% | -0.92% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.15% | +0.20% | -1.23% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.89% | — | +1.40% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.85% | — | -1.19% | |
| 9 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.63% | — | +1.54% | |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.11% | +0.18% | +97.51% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.09% | -0.37% | +1.52% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.91% | — | +2.65% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.90% | — | +0.15% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.88% | — | -0.57% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.80% | +0.07% | +269.71% | |
| 16 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.70% | -0.98% | +1.52% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.66% | +0.08% | -1.20% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.57% | +0.07% | -1.13% | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.54% | — | +103.37% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.46% | +0.12% | -1.20% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.36% | +0.04% | +0.46% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.26% | — | -22.31% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.18% | — | +0.88% | |
| 24 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.15% | — | +1.91% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.11% | — | -0.52% | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.10% | +0.05% | +0.53% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.10% | — | -0.95% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.04% | — | +2.65% | |
| 29 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.03% | +0.01% | +1.26% | |
| 30 | MBB | Ishares Mbs ETF | ETF-その他 | 1.00% | — | +2.10% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.99% | — | +0.47% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.92% | — | +5.96% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.82% | — | +1.03% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.79% | — | +2.45% | |
| 35 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.77% | +0.03% | -1.03% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | — | -0.86% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | — | -1.30% | |
| 38 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.67% | — | +2.54% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.65% | — | +2.39% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.63% | +0.05% | +2.47% | |
| 41 | CDNS | Cadence Design Sys INC | 株式-IT | 0.62% | +0.07% | -0.47% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.61% | +0.16% | +2.63% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.60% | — | +2.41% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | -0.88% | |
| 45 | SNPS | Synopsys INC | 株式-IT | 0.59% | — | -1.79% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.57% | — | +2.01% | |
| 47 | FISV | Fiserv INC | 株式-その他 | 0.56% | -0.10% | EXIT | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | -2.33% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.48% | +0.13% | +17.35% | |
| 50 | SYK | Stryker CORP | 株式-ヘルスケア | 0.45% | — | -1.77% |