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 | 8.38% | -0.06% | +11.47% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.88% | -0.10% | +2.02% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.07% | — | +4.80% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.27% | — | -0.62% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.94% | -0.07% | +17.45% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.68% | — | -0.97% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | — | +0.19% | |
| 8 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.57% | — | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.47% | — | -0.42% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.20% | -0.29% | +31.48% | |
| 11 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.20% | — | -3.90% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.18% | -0.02% | +7.64% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.03% | -0.16% | +11.01% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.98% | -0.21% | +159.82% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.61% | — | -20.35% | |
| 16 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 1.57% | — | — | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.46% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.45% | — | -0.08% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.29% | — | -0.02% | |
| 20 | T | At&t INC | 株式-通信サービス | 1.27% | -0.24% | +5.41% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.12% | — | +7.83% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.04% | +0.02% | +6.58% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | — | +8.04% | |
| 24 | ✓ | 株式-その他 | 0.95% | — | +21.02% | ||
| 25 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.95% | — | — | |
| 26 | AFL | Aflac INC | 株式-金融 | 0.93% | — | +7.30% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.91% | +0.25% | +106.40% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.90% | — | -0.56% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | +8.10% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.89% | -0.17% | +38.14% | |
| 31 | ✓ | Powershares | 株式-その他 | 0.88% | — | -18.01% | |
| 32 | CERNCHF | Cerner CORP | 株式-その他 | 0.83% | — | -0.15% | |
| 33 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.83% | +0.01% | +10.34% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.82% | -0.01% | +127.37% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | — | +9.57% | |
| 36 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.75% | — | -0.78% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | — | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.71% | +0.28% | -0.36% | |
| 39 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.69% | — | +0.22% | |
| 40 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.67% | — | — | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | +10.66% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | -16.65% | |
| 43 | ✓ | Scana CORP New | 株式-その他 | 0.64% | — | -4.99% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.63% | — | +13.02% | |
| 45 | SO | Southern Co/the | 株式-公益事業 | 0.62% | — | -1.11% | |
| 46 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.61% | — | +31.86% | |
| 47 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.60% | — | -0.11% | |
| 48 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.59% | — | -3.41% | |
| 49 | GIS | General Mills INC | 株式-生活必需品 | 0.52% | — | +13.60% | |
| 50 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.52% | — | +14.38% |