CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中（全786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 | 7.59% | -0.26% | +20.08% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.01% | — | +0.97% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.57% | +0.21% | +4.42% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.98% | -0.11% | +0.96% | |
| 5 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.94% | — | — | |
| 6 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 1.59% | — | +90.80% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.48% | — | +9.67% | |
| 8 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.45% | — | -0.35% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 1.43% | -0.09% | +4.32% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.41% | -0.35% | +9.55% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.36% | — | +27.31% | |
| 12 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.19% | — | +1.23% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.15% | — | -9.04% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.60% | +12.44% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.12% | +0.16% | +0.14% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.04% | — | +5.42% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.98% | — | +0.14% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | — | -6.40% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.91% | — | +2.33% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.89% | — | +7.24% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.85% | — | +0.92% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.84% | — | +52.08% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | +6.50% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +46.00% | |
| 25 | MPLX | Mplx LP | 株式-エネルギー | 0.71% | — | +1.06% | |
| 26 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.68% | — | +46.86% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.08% | +69.95% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | +0.14% | +6.81% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | +0.09% | +4.30% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.66% | — | +2.31% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.66% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.10% | +23.46% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.64% | — | +2.06% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | -0.10% | -10.26% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.61% | — | +7.61% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.60% | — | -0.40% | |
| 37 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.57% | — | -17.48% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | +7.58% | |
| 39 | USB | US Bancorp | 株式-金融 | 0.56% | — | +8.77% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | -3.20% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.53% | — | +11.57% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | +0.09% | +55.62% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.52% | — | +6.60% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | +20.35% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.50% | — | +16.34% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | — | +40.44% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.48% | — | +24.30% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | — | -1.02% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.47% | — | +12.77% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | — | +16.61% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TYGEUR | Tortoise Energy Infrastruct | +0.6% | +90.80% | 増加 |
| 2 | XRAY | Dentsply Sirona INC | +0.3% | +4264.00% | 増加 |
| 3 | DEO | Diageo Plc-sponsored Adr | +0.3% | +1090.78% | 増加 |
| 4 | BDX | Becton Dickinson And Co | +0.3% | +848.14% | 増加 |
| 5 | TIP | Ishares Tips Bond ETF | +0.3% | +312.71% | 増加 |
| 6 | SNN | Smith & Nephew PLC -spon Adr | +0.3% | +3108.36% | 増加 |
| 7 | TRV | Travelers Cos Inc/the | +0.2% | +1425.84% | 増加 |
| 8 | MET | Metlife INC | +0.2% | +928.69% | 増加 |
| 9 | CERNCHF | Cerner CORP | +0.2% | +344.57% | 増加 |
| 10 | APH | Amphenol Corp-cl A | +0.2% | +187.37% | 増加 |
| 11 | UMBF | Umb Financial CORP | +0.2% | +416.60% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +69.95% | 増加 |
| 13 | ABT | Abbott Laboratories | +0.1% | +158.38% | 増加 |
| 14 | CB | Chubb Limited | +0.1% | +176.56% | 増加 |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +52.08% | 増加 |
| 16 | UPS | United Parcel Service-cl B | +0.1% | +46.86% | 増加 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +46.00% | 増加 |
| 18 | WMT | Walmart INC | +0.1% | +55.62% | 増加 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | +40.44% | 増加 |
| 20 | INTC | Intel CORP | +0.1% | +64.84% | 増加 |
| 21 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +56.83% | 増加 |
| 22 | BA | Boeing Co/the | +0.1% | +51.99% | 増加 |
| 23 | UNH | Unitedhealth Group INC | 0% | +20.35% | 増加 |
| 24 | PFE | Pfizer INC | 0% | +38.32% | 増加 |
| 25 | WFC | Wells Fargo & Co | 0% | +28.70% | 増加 |
| 26 | MSFT | Microsoft CORP | 0% | +12.44% | 増加 |
| 27 | EFA | Ishares Msci Eafe ETF | -0.1% | +27.31% | 増加 |
| 28 | AAPL | Apple INC | -0.1% | +9.55% | 増加 |
| 29 | IVV | Ishares Core S&p 500 ETF | -0.2% | +20.08% | 増加 |
| 30 | VTV | Vanguard Value ETF | -0.2% | +9.67% | 増加 |
| 31 | VUG | Vanguard Growth ETF | -0.2% | +4.32% | 増加 |
| 32 | SCHG | Schwab US Large-cap Growth | -0.4% | +0.96% | 増加 |
| 33 | PRFZ | Inv Rafi US 1500 Sm-usd INC | — | NEW | 新規購入 |
| 34 | ✓ | FTSE RAFI US 1500 Small Cap | — | EXIT | 全売却 |
| 35 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | 新規購入 |
| 36 | DBC | Invesco Db Commodity Index T | — | NEW | 新規購入 |
| 37 | DGRO | Ishares Core Dividend Growth | — | NEW | 新規購入 |
| 38 | BKLN | Invesco Senior Loan ETF | — | NEW | 新規購入 |
| 39 | ✓ | Powershares | — | EXIT | 全売却 |
| 40 | SF9 | Sanderson Farms INC | — | NEW | 新規購入 |
| 41 | HP5A | Equity Commonwealth | — | NEW | 新規購入 |
| 42 | UNM | Unum Group | — | NEW | 新規購入 |
| 43 | ✓ | Powershares ETF Trust | — | EXIT | 全売却 |
| 44 | RGA | Reinsurance Group Of America | — | NEW | 新規購入 |
| 45 | EG | Everest Group, Ltd. | — | NEW | 新規購入 |
| 46 | PRFUSD | Invesco Ftse Rafi US 1000 Et | — | EXIT | 全売却 |
| 47 | PRF | Invesco Rafi US 1000 ETF | — | NEW | 新規購入 |
| 48 | PID | Invesco International Divide | — | NEW | 新規購入 |
| 49 | XLNXEUR | Xilinx INC | — | NEW | 新規購入 |
| 50 | FMC | Fmc CORP | — | NEW | 新規購入 |