CIK: 0001568068
申告総資産額
$20.1億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.49% | +0.02% | -4.01% | |
| 2 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 7.32% | — | -3.41% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.03% | -0.23% | -2.93% | |
| 4 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 6.83% | — | +3.52% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.51% | -0.02% | +1.97% | |
| 6 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 4.45% | — | -0.15% | |
| 7 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 4.23% | — | +16.66% | |
| 8 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 3.87% | — | +1.49% | |
| 9 | EPD | Enterprise Products Partners | 株式-エネルギー | 3.33% | — | -4.48% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.36% | — | +8.83% | |
| 11 | PXF | Invesco Ftse Rafi Developed | ETF-その他 | 2.30% | — | +21.39% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.16% | — | +3.67% | |
| 13 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.91% | — | +4.16% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.85% | -0.10% | -1.31% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.55% | — | — | |
| 16 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.45% | — | +0.25% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.45% | +0.03% | +14.24% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.33% | — | -2.55% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.29% | — | -1.29% | |
| 20 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 1.26% | — | -5.61% | |
| 21 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.16% | — | -2.92% | |
| 22 | ✓ | Powershares Global ETF Trust E | ETF-その他 | 1.12% | — | +22.05% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | -6.08% | |
| 24 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.05% | — | -2.19% | |
| 25 | ✓ | FTSE RAFI Emerg Mkts | 株式-その他 | 1.01% | — | +27.16% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.89% | — | +18.29% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.84% | — | -13.68% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | — | +0.32% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.76% | — | -2.74% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.74% | — | +5.50% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.73% | — | +10.10% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.72% | — | +8.33% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | +3.71% | |
| 34 | KMI | Kinder Morgan, Inc. | 株式-エネルギー | 0.65% | — | — | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.64% | +0.03% | +11.93% | |
| 36 | ✓ | Access Midstream Partners L | 株式-その他 | 0.62% | — | — | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | -1.40% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.58% | — | +21.84% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.50% | — | +15.21% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | +7.97% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | +5.37% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | +1.69% | |
| 43 | DWM | Wisdomtree International Equ | ETF-その他 | 0.38% | — | +0.09% | |
| 44 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.35% | — | -23.83% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.35% | — | -34.19% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.32% | — | -1.33% | |
| 47 | ✓ | 株式-その他 | 0.32% | — | -1.22% | ||
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | -1.77% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | +0.22% | +14.77% | |
| 50 | SEM | Select Medical Holdings CORP | 株式-その他 | 0.31% | — | — |