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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 5.36% | — | -6.02% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.89% | +0.06% | +1.99% | |
| 3 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.52% | -0.05% | +2.64% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.32% | -0.31% | +5.94% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.32% | +0.06% | +2.35% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.12% | — | -1.37% | |
| 7 | ✓ | Powershares | 株式-その他 | 3.08% | — | -15.61% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.61% | — | -37.13% | |
| 9 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.33% | +0.02% | +21.26% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.30% | — | -16.16% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.27% | +0.12% | +4.00% | |
| 12 | FXG | First Trust Consumer Staples | ETF-その他 | 2.22% | — | +31.36% | |
| 13 | FXU | First Trust Utilities Alphad | ETF-その他 | 2.20% | — | -8.59% | |
| 14 | FXD | First Trust Consumer Discret | ETF-その他 | 2.15% | — | +29.20% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 2.11% | — | +36.94% | |
| 16 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.08% | — | -2.36% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.06% | +0.01% | -0.31% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.05% | — | -45.60% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.96% | — | -1.73% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.95% | +0.18% | +1.00% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.85% | -0.02% | +5.84% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.77% | -0.20% | +8.06% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.71% | -0.11% | +5.75% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.68% | — | -49.23% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.67% | -0.12% | +20.55% | |
| 26 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.63% | — | +7.66% | |
| 27 | IGOV | Ishares International Treasu | ETF-その他 | 1.59% | — | -51.36% | |
| 28 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.52% | — | — | |
| 29 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 1.52% | — | -53.38% | |
| 30 | PDP | Invesco Dwa Momentum ETF | ETF-その他 | 1.44% | — | -15.50% | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 1.44% | — | +10.21% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.28% | — | -4.90% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.19% | -0.03% | +13.89% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.18% | +0.04% | +8.19% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | +0.12% | +2.01% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.99% | +0.06% | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.98% | — | +9.59% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.89% | — | +1.49% | |
| 39 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.68% | — | -14.89% | |
| 40 | ✓ | Powershares | 株式-その他 | 0.68% | — | -6.00% | |
| 41 | IGE | Ishares North American Natur | ETF-その他 | 0.65% | — | +2.44% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.65% | — | +3.54% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | +1.95% | |
| 44 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.59% | — | +28.69% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.55% | — | -2.15% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.54% | -0.11% | +43.38% | |
| 47 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.49% | — | -6.21% | |
| 48 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.49% | — | +10.00% | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.48% | — | +2.22% | |
| 50 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.45% | — | -2.39% |