CIK: 0001633024
申告総資産額
$13.8億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.29% | -0.06% | — | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.85% | -0.10% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.37% | — | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.67% | — | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.99% | — | — | |
| 6 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.91% | — | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.85% | — | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.69% | — | — | |
| 9 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.65% | — | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.64% | -0.07% | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.38% | — | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.24% | -0.02% | — | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.11% | -0.16% | — | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.82% | -0.29% | — | |
| 15 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 1.81% | — | — | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.64% | — | — | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.64% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.58% | — | — | |
| 19 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.26% | — | — | |
| 20 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.25% | — | — | |
| 21 | ✓ | Powershares | 株式-その他 | 1.24% | — | — | |
| 22 | INTC | Intel CORP | 株式-IT | 1.10% | — | — | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.08% | — | — | |
| 24 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 1.07% | — | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | — | |
| 26 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.01% | +0.01% | — | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.97% | — | — | |
| 28 | T | At&t INC | 株式-通信サービス | 0.96% | -0.24% | — | |
| 29 | AFL | Aflac INC | 株式-金融 | 0.96% | — | — | |
| 30 | JWNUSD | Nordstrom INC | 株式-その他 | 0.93% | — | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | — | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.93% | — | — | |
| 33 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.93% | — | — | |
| 34 | ✓ | Scana CORP New | 株式-その他 | 0.92% | — | — | |
| 35 | CERNCHF | Cerner CORP | 株式-その他 | 0.92% | — | — | |
| 36 | AMT | American Tower CORP | 株式-不動産 | 0.92% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | — | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | — | — | |
| 39 | O | Realty Income CORP | 株式-不動産 | 0.89% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.87% | — | — | |
| 41 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.86% | — | — | |
| 42 | ✓ | 株式-その他 | 0.86% | — | — | ||
| 43 | ECL | Ecolab INC | 株式-素材 | 0.86% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | — | — | |
| 45 | SO | Southern Co/the | 株式-公益事業 | 0.82% | — | — | |
| 46 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.81% | — | — | |
| 47 | COP | Conocophillips | 株式-エネルギー | 0.80% | — | — | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.79% | +0.28% | — | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | — | — | |
| 50 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.73% | — | — |