CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中（全503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 | 10.29% | -0.26% | +2.71% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.58% | — | -3.72% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.89% | +0.21% | +1.55% | |
| 4 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 2.41% | — | -15.60% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.27% | — | -4.42% | |
| 6 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 2.23% | — | +8.39% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.12% | — | -39.29% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.06% | — | +1.01% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.96% | — | +0.43% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 1.92% | -0.09% | +0.98% | |
| 11 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.72% | — | +4.00% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.64% | +0.16% | +7.14% | |
| 13 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 1.47% | — | +5.96% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.39% | — | +4.28% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.38% | -0.35% | +7.35% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.35% | — | +4.01% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.30% | — | +15.84% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | — | -0.24% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.11% | — | +5.06% | |
| 20 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.09% | — | +18.37% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.91% | — | +1.20% | |
| 22 | MPLX | Mplx LP | 株式-エネルギー | 0.91% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.14% | +1.50% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.84% | +0.09% | +9.59% | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.82% | — | +0.93% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | — | -2.89% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.81% | — | +2.87% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | +18.71% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.60% | +6.07% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.73% | — | -7.12% | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.72% | — | +11.39% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.10% | +2.99% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | — | +8.12% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | +0.08% | +2.37% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.60% | — | +4.32% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.60% | — | -0.72% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | — | -1.05% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.10% | +8.02% | |
| 39 | EPR | Epr Properties | 株式-不動産 | 0.54% | — | -0.14% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | -2.34% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +23.60% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | +0.05% | +0.28% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | — | +4.03% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.48% | — | -2.08% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | — | +6.69% | |
| 46 | ✓ | Powershares ETF Trust | ETF-その他 | 0.47% | — | +23.70% | |
| 47 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.46% | — | -2.45% | |
| 48 | WMB | Williams Cos INC | 株式-エネルギー | 0.43% | — | -3.10% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.42% | — | -0.54% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.42% | +0.08% | -1.33% |