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 | 8.55% | +0.06% | -2.44% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.85% | -0.31% | -5.15% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.76% | — | +0.71% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 5.86% | -0.05% | -15.55% | |
| 5 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 5.38% | -0.20% | +56.06% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.84% | — | -14.19% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.75% | -0.11% | +1.12% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.92% | — | -1.44% | |
| 9 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.86% | — | +3.97% | |
| 10 | USDU | Wisdomtree Bbg Usd Bullish | ETF-その他 | 3.79% | — | — | |
| 11 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.72% | — | -2.97% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.48% | -0.11% | +16.54% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.45% | +0.01% | -2.89% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 2.33% | +0.06% | -7.01% | |
| 15 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.11% | — | +3.54% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.91% | +0.12% | -1.25% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.87% | +0.18% | -1.07% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.86% | — | -3.55% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.55% | — | -0.27% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.53% | -0.02% | -7.49% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.28% | +0.12% | -22.86% | |
| 22 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.18% | — | -6.74% | |
| 23 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.04% | — | +8.42% | |
| 24 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.95% | — | +5.13% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | -56.93% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.75% | -0.03% | -0.74% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.74% | +0.04% | -10.00% | |
| 28 | AAPL | Apple Computer | 株式-IT | 0.73% | — | — | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | +0.12% | -0.50% | |
| 30 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.71% | — | -1.44% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.65% | — | -3.65% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.55% | — | -8.75% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.47% | — | -11.17% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.43% | — | -25.20% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | +1.98% | |
| 36 | IGE | Ishares North American Natur | ETF-その他 | 0.40% | — | -14.14% | |
| 37 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.37% | — | +0.09% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | — | |
| 39 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.33% | — | -3.70% | |
| 40 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.31% | — | +8.93% | |
| 41 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.31% | — | -12.89% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.30% | — | +4.68% | |
| 43 | ✓ | Streamline Health Solutions | 株式-その他 | 0.28% | — | — | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.27% | -0.09% | -9.62% | |
| 45 | VDE | Vanguard Energy ETF | ETF-その他 | 0.27% | — | +1.98% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.26% | — | -4.60% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.26% | — | — | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.25% | — | +28.96% | |
| 49 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.25% | — | +12.34% | |
| 50 | GYLD | Arrow Dow Jones Global Yield | ETF-その他 | 0.25% | — | +48.72% |