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 | 5.39% | — | -5.43% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.04% | +0.06% | +0.64% | |
| 3 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.94% | -0.05% | -2.68% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.36% | -0.31% | +1.00% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.30% | — | -2.83% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.26% | +0.06% | -3.61% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.52% | +0.12% | -0.96% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.33% | — | -7.04% | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.14% | +0.01% | -2.12% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.08% | -0.02% | +2.68% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.98% | -0.20% | -0.01% | |
| 12 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.97% | — | -7.04% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.94% | +0.18% | -3.59% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.93% | -0.12% | +16.38% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.88% | — | -1.36% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.87% | -0.11% | +11.96% | |
| 17 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.72% | — | -1.22% | |
| 18 | ✓ | Powershares | 株式-その他 | 1.70% | — | -40.28% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.55% | — | +661.16% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.50% | — | +57.14% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.37% | — | -39.45% | |
| 22 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.37% | +0.02% | -41.32% | |
| 23 | FXU | First Trust Utilities Alphad | ETF-その他 | 1.36% | — | -41.57% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.36% | -0.03% | +7.52% | |
| 25 | FXG | First Trust Consumer Staples | ETF-その他 | 1.34% | — | -40.15% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 1.31% | — | -7.77% | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 1.30% | — | -43.55% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.28% | — | -13.81% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.26% | — | +622.85% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.20% | +0.04% | -1.84% | |
| 31 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.16% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | +0.12% | +2.78% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.06% | — | +170.60% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.05% | — | -33.44% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.02% | — | +328.68% | |
| 36 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.99% | — | +190.97% | |
| 37 | IGOV | Ishares International Treasu | ETF-その他 | 0.96% | — | -34.06% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.92% | — | +440.34% | |
| 39 | EMHY | Ishares J.p. Morgan Em High | ETF-その他 | 0.88% | — | — | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.88% | — | -0.49% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.87% | -0.11% | +56.65% | |
| 42 | PDP | Invesco Dwa Momentum ETF | ETF-その他 | 0.84% | — | -42.66% | |
| 43 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.74% | — | -42.61% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.74% | -0.01% | +289.61% | |
| 45 | IGE | Ishares North American Natur | ETF-その他 | 0.73% | — | +5.09% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.72% | — | +1.65% | |
| 47 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.68% | — | -2.24% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.65% | — | +349.32% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | +0.02% | |
| 50 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.60% | — | -58.46% |