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 | 5.08% | — | +0.87% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.24% | +0.06% | -1.45% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.19% | -0.31% | +3.51% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.92% | -0.05% | +2.28% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.60% | +0.06% | +3.71% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.45% | +0.12% | +313.91% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.25% | — | -0.80% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.98% | — | -5.39% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.80% | — | +8.78% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.79% | — | +13.07% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.71% | +0.12% | +8.66% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.54% | +0.15% | -7.77% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.41% | -0.20% | +10.64% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.40% | -0.11% | +15.27% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.34% | -0.12% | +8.04% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.21% | +0.01% | -0.75% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.15% | — | -1.42% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.10% | — | +11.94% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.08% | — | +2.36% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 2.06% | -0.02% | +0.15% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.03% | +0.18% | +0.59% | |
| 22 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.96% | — | +2.52% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.91% | -0.11% | -1.67% | |
| 24 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.67% | — | -1.08% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.64% | -0.03% | +3.71% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.29% | +0.04% | +1.98% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.23% | — | +2.27% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.12% | — | +7.64% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 1.10% | — | -12.76% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | +0.12% | +14.94% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.96% | -0.09% | -0.93% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.93% | — | +16.86% | |
| 33 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.80% | — | -40.93% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.80% | — | +61.22% | |
| 35 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 0.77% | — | +2.19% | |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.71% | — | -4.43% | |
| 37 | IGE | Ishares North American Natur | ETF-その他 | 0.68% | — | -3.36% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | -16.31% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.65% | — | +15.47% | |
| 40 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.63% | — | -7.01% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | — | -2.14% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.48% | — | -4.55% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | +1.04% | |
| 44 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.45% | — | — | |
| 45 | ✓ | Powershares | 株式-その他 | 0.44% | — | -5.01% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.43% | — | -0.01% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.42% | — | -3.67% | |
| 48 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.41% | +0.02% | -3.40% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.39% | — | +0.61% | |
| 50 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.39% | — | — |