CIK: 0001382646
申告総資産額
$4.1億
上位200銘柄を表示中(全206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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.67% | +0.30% | -2.07% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.99% | — | +1.44% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.93% | +0.08% | -27.62% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.31% | +0.09% | -5.07% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.82% | -2.26% | -0.61% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.78% | +0.20% | -7.90% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.78% | — | -0.44% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.50% | +0.06% | — | |
| 9 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.45% | — | +128.68% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.44% | — | -3.97% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.27% | -0.37% | +16.50% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.17% | +0.07% | +4.50% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.15% | +0.18% | -3.05% | |
| 14 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.92% | -0.98% | +20.73% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.80% | — | -1.14% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.76% | — | +0.71% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.59% | — | +2.62% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.49% | +0.08% | -4.64% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.48% | +0.07% | -4.57% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.42% | +0.01% | — | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.40% | +0.04% | +0.55% | |
| 22 | TFJL | Innovator 20 Yr Treas Bond 5 | ETF-その他 | 1.36% | — | — | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.32% | +0.12% | -4.57% | |
| 24 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.20% | +0.01% | +14.90% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | — | -32.67% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.12% | — | -4.48% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.09% | — | +1.29% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.07% | — | +12.79% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.03% | — | -1.41% | |
| 30 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 0.99% | — | — | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.99% | +0.05% | -7.55% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.91% | — | +1.66% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.91% | — | +0.12% | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.90% | — | -2.53% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.83% | — | +137.23% | |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.79% | — | +1.97% | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.75% | +0.03% | -4.43% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | — | — | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.68% | — | -42.10% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | -4.92% | |
| 41 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.58% | — | -3.10% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.57% | — | -4.27% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.57% | +0.16% | -0.75% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.56% | +0.05% | -3.01% | |
| 45 | CDNS | Cadence Design Sys INC | 株式-IT | 0.55% | +0.07% | -5.08% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.53% | +0.13% | -8.83% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.52% | — | -2.09% | |
| 48 | FISV | Fiserv INC | 株式-その他 | 0.52% | -0.10% | EXIT | |
| 49 | SNPS | Synopsys INC | 株式-IT | 0.50% | — | -4.52% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | -5.09% |