CIK: 0001583104
申告総資産額
$2.3億
上位200銘柄を表示中(全260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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.16% | -0.31% | -0.56% | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 8.93% | +0.01% | -4.75% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.26% | +0.06% | +407.46% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 8.22% | — | +1.32% | |
| 5 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 5.69% | — | -31.86% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.86% | — | +1.63% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-その他 | 4.69% | — | +1353.71% | |
| 8 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 4.33% | — | +7804400.00% | |
| 9 | BWX | State Street Spdr Bloomberg | ETF-その他 | 4.03% | — | +1863.90% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.39% | — | +8588.17% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.27% | -0.11% | +656.24% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.09% | -0.09% | +1560.85% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.10% | — | +10737.41% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.91% | +0.06% | +3.92% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.89% | — | -0.63% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.68% | +0.18% | +5.41% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.66% | +0.12% | +4.19% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | +0.12% | -82.74% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.38% | -0.05% | +3.29% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.33% | -0.02% | +2.09% | |
| 21 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.08% | — | +14.87% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.72% | — | +0.45% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | +0.12% | +0.67% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.63% | — | -87.33% | |
| 25 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.63% | — | -1.23% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.59% | — | -1.21% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.58% | -0.20% | -0.65% | |
| 28 | ✓ | Streamline Health Solutions | 株式-その他 | 0.57% | — | — | |
| 29 | IGE | Ishares North American Natur | ETF-その他 | 0.55% | — | -10.99% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.52% | +0.07% | -17.15% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.46% | -0.03% | — | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.38% | — | +200.74% | |
| 33 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.38% | — | +253.67% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | +0.04% | +2.94% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | — | |
| 36 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.36% | — | +8.79% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.35% | — | -86.26% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.34% | — | +27.38% | |
| 39 | VDE | Vanguard Energy ETF | ETF-その他 | 0.34% | — | +6.06% | |
| 40 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.33% | — | -93.03% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.33% | — | +8.65% | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.29% | — | +0.57% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.29% | — | -16.46% | |
| 44 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.28% | — | +6.10% | |
| 45 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.27% | — | -4.40% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.25% | — | +47.78% | |
| 47 | D | Dominion Energy INC | 株式-公益事業 | 0.19% | -0.10% | +50.43% | |
| 48 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.19% | — | +36.47% | |
| 49 | DGX | Quest Diagnostics Incorporated | 株式-ヘルスケア | 0.18% | — | +207.39% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | — | +26.19% |