CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中(全807銘柄)
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.02% | -0.26% | +6.24% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.40% | — | +151.15% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.81% | — | +0.24% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.02% | — | +0.42% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.71% | +0.21% | +11.07% | |
| 6 | BIDU | Baidu, Inc. | 株式-通信サービス | 2.27% | — | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.81% | — | -19.88% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.73% | — | -39.62% | |
| 9 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 1.52% | — | -4.32% | |
| 10 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.28% | — | +2.61% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.26% | — | +2.55% | |
| 12 | MPLX | Mplx LP | 株式-エネルギー | 1.26% | — | +57.66% | |
| 13 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 1.20% | — | +0.01% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.19% | +0.16% | +18.71% | |
| 15 | AAPL | Apple Computer | 株式-IT | 1.09% | — | — | |
| 16 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.07% | — | -2.34% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | +0.09% | -32.68% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.01% | — | +2.49% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.00% | — | +33.30% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | +0.14% | -4.05% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.97% | — | +14.03% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.96% | — | +9.63% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.93% | — | -3.28% | |
| 24 | WMB | Williams Cos INC | 株式-エネルギー | 0.90% | — | -1.16% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | — | +93.45% | |
| 26 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.76% | — | -9.16% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.74% | -0.09% | +55.81% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.71% | — | +8.63% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.08% | -5.29% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.67% | — | +18.14% | |
| 31 | EPR | Epr Properties | 株式-不動産 | 0.64% | — | -27.22% | |
| 32 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.62% | — | +71.38% | |
| 33 | PB | Prosperity Bancshares INC | 株式-金融 | 0.58% | — | +89.70% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.58% | — | +2.22% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | — | -19.07% | |
| 36 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.56% | — | +23.56% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | -0.10% | +0.96% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | — | -1.41% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.60% | -6.26% | |
| 40 | PEN | Penumbra INC | 株式-ヘルスケア | 0.51% | — | — | |
| 41 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.49% | — | -16.54% | |
| 42 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.47% | — | — | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.46% | — | +5.33% | |
| 44 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.44% | — | +14.95% | |
| 45 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.42% | — | +11.93% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | — | +1.02% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.41% | — | +9.70% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.40% | — | +8.96% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | -1.25% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | +11.15% |