CIK: 0001583104
申告総資産額
$2.3億
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.39% | +0.06% | +0.62% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.39% | — | -0.06% | |
| 3 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 7.08% | — | +1.99% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.48% | -0.11% | +2.80% | |
| 5 | BWX | State Street Spdr Bloomberg | ETF-その他 | 5.02% | — | -0.28% | |
| 6 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 4.86% | — | -6.80% | |
| 7 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 4.33% | — | -0.83% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 4.11% | — | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.59% | -0.31% | -63.98% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.85% | +0.06% | +4.02% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.76% | +0.01% | +1.12% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.58% | — | +379.27% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.26% | +0.12% | -1.00% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.24% | +0.18% | +1.44% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.22% | -0.05% | -71.15% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.97% | -0.02% | +4.46% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.75% | — | -6.71% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.70% | — | +39.62% | |
| 19 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.65% | — | -72.39% | |
| 20 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.55% | — | -5.78% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.49% | +0.12% | -13.71% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.10% | — | -58.19% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.97% | -0.20% | -70.58% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | +0.12% | +3.17% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.93% | — | — | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.90% | -0.03% | -0.06% | |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.89% | — | — | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | +0.04% | +43.54% | |
| 29 | AAPL | Apple Computer | 株式-IT | 0.76% | — | +1.18% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.74% | — | +1.72% | |
| 31 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.72% | — | +20.55% | |
| 32 | IGE | Ishares North American Natur | ETF-その他 | 0.69% | — | -11.18% | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 0.64% | — | +55.12% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.59% | — | +65.77% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.51% | — | -0.26% | |
| 36 | ✓ | Streamline Health Solutions | 株式-その他 | 0.47% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | -2.66% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.44% | — | +3.90% | |
| 39 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.44% | — | +0.41% | |
| 40 | VDE | Vanguard Energy ETF | ETF-その他 | 0.41% | — | +0.19% | |
| 41 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.40% | — | +0.05% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.36% | -0.09% | -0.93% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.36% | — | +2.03% | |
| 44 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.33% | — | -48.51% | |
| 45 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.31% | — | +0.62% | |
| 46 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.29% | — | — | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.27% | — | -2.97% | |
| 48 | TD | Toronto-dominion Bank | 株式-金融 | 0.25% | — | +28.79% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.25% | — | — | |
| 50 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.24% | — | — |