CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中（全568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 | 8.58% | -0.26% | +8.44% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.81% | — | -17.28% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.44% | — | +1.13% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.88% | +0.21% | +13.85% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.75% | — | +0.15% | |
| 6 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.95% | — | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.90% | — | +12.55% | |
| 8 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 1.73% | — | +8.53% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.62% | — | +97.13% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | — | -7.50% | |
| 11 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 1.41% | — | +23.73% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.34% | -0.09% | +89.74% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.29% | +0.16% | +17.70% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.25% | — | +6.96% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.18% | — | +26.29% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.17% | -0.35% | — | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.16% | — | -9.87% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | +0.14% | +10.47% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.08% | — | +0.77% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.07% | +0.09% | +2.26% | |
| 21 | WMB | Williams Cos INC | 株式-エネルギー | 1.06% | — | +21.73% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.02% | — | +9.50% | |
| 23 | MPLX | Mplx LP | 株式-エネルギー | 1.00% | — | -18.27% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.98% | — | +9.51% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.95% | — | -1.40% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.95% | — | +1.77% | |
| 27 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.91% | — | +23.64% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.08% | +15.72% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.72% | — | +371.86% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.10% | +5.36% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.69% | — | -0.39% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.60% | +27.11% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.65% | — | +2.47% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.58% | — | +55.01% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | +2.10% | |
| 37 | EPR | Epr Properties | 株式-不動産 | 0.55% | — | -0.21% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.54% | — | -12.59% | |
| 39 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.53% | — | +7.35% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.50% | — | +11.75% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | — | -1.59% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.47% | — | +23.31% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.45% | +0.08% | +40.37% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.45% | — | +42.01% | |
| 45 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.44% | — | +11.66% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | — | +12.10% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.44% | — | +50.91% | |
| 48 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.42% | — | +35.91% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +0.93% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | -0.10% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.8% | +97.13% | 増加 |
| 2 | VUG | Vanguard Growth ETF | +0.6% | +89.74% | 増加 |
| 3 | IWD | Ishares Russell 1000 Value E | +0.6% | +371.86% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.6% | +8.44% | 増加 |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +26.29% | 増加 |
| 6 | ✓ | FTSE RAFI US 1500 Small Cap | +0.2% | +8.53% | 増加 |
| 7 | TYGEUR | Tortoise Energy Infrastruct | +0.2% | +23.73% | 増加 |
| 8 | VO | Vanguard Mid-cap ETF | +0.2% | +55.01% | 増加 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | +13.85% | 増加 |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.2% | +50.91% | 増加 |
| 11 | WMB | Williams Cos INC | +0.2% | +21.73% | 増加 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +5.36% | 増加 |
| 13 | AMJEUR | Jpmorgan Alerian Mlp Index | +0.2% | +23.64% | 増加 |
| 14 | MSFT | Microsoft CORP | +0.2% | +27.11% | 増加 |
| 15 | T | At&t INC | +0.1% | +42.01% | 増加 |
| 16 | VB | Vanguard Small-cap ETF | +0.1% | +40.37% | 増加 |
| 17 | HD | Home Depot INC | +0.1% | +53.53% | 増加 |
| 18 | ICF | Ishares Select U.s. Reit ETF | +0.1% | +69.85% | 増加 |
| 19 | VV | Vanguard Large-cap ETF | +0.1% | +742.40% | 増加 |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | +17.70% | 増加 |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +12.55% | 増加 |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +10.47% | 増加 |
| 23 | MPLX | Mplx LP | -0.3% | -18.27% | 減少 |
| 24 | VNQ | Vanguard Real Estate ETF | -0.3% | +0.15% | 増加 |
| 25 | PB | Prosperity Bancshares INC | -0.4% | -69.99% | 減少 |
| 26 | PG | Procter & Gamble Co/the | -0.4% | +1.13% | 増加 |
| 27 | IAUUSD | Ishares Gold Trust | -0.4% | -62.45% | 減少 |
| 28 | USMV | Ishares Msci USA Min Vol Fac | -1.6% | -17.28% | 減少 |
| 29 | BIDU | Baidu, Inc. | — | EXIT | 全売却 |
| 30 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 31 | AAPL | Apple INC | — | NEW | 新規購入 |
| 32 | AAPL | Apple Computer | — | EXIT | 全売却 |
| 33 | GDX | Vaneck Gold Miners ETF | — | EXIT | 全売却 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 35 | BRK-B | Berkshire Hathaway Inc. | — | EXIT | 全売却 |
| 36 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 37 | APO | Apollo Global Management, Inc. | — | NEW | 新規購入 |
| 38 | ✓ | Apollo Global Mgmt LLC Cl | — | EXIT | 全売却 |
| 39 | AMZN | Amazon.com, Inc. | — | EXIT | 全売却 |
| 40 | RDS-A | Shell Plc-spon Adr-a | — | EXIT | 全売却 |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新規購入 |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 全売却 |
| 43 | EWJ | Ishares Msci Japan ETF | — | NEW | 新規購入 |
| 44 | ✓ | Powershares ETF Tr Ii | — | EXIT | 全売却 |
| 45 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 46 | ✓ | Powershares ETF Trust | — | NEW | 新規購入 |
| 47 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 48 | BA | The Boeing Company | — | EXIT | 全売却 |
| 49 | LBTYA | Liberty Global Ltd. | — | NEW | 新規購入 |
| 50 | AMGN | Amgen Inc. | — | EXIT | 全売却 |