CIK: 0001602905
申告総資産額
$22.8億
上位200銘柄を表示中（全452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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.06% | +0.24% | +0.45% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.66% | -3.48% | +1.98% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 8.64% | -0.06% | +8.34% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 8.51% | — | +4.25% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.22% | — | +10.42% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.76% | — | +1.31% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.11% | — | +12.14% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 4.79% | -0.23% | +4.33% | |
| 9 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 4.76% | — | +16.24% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.85% | — | -3.66% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.76% | — | +0.45% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.61% | — | +1.44% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.96% | -0.23% | +52.41% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.93% | — | +7.47% | |
| 15 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.92% | — | +3.68% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.48% | — | +4.38% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.42% | — | -7.76% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.15% | — | -2.50% | |
| 19 | BBTUSD | Bb&t CORP | 株式-その他 | 1.14% | — | +2.96% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | +0.19% | -13.83% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.75% | — | — | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.62% | — | -4.47% | |
| 23 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.59% | — | +0.64% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.65% | +420.71% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.48% | -0.48% | -0.26% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.34% | -0.12% | +1.98% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.31% | -0.49% | — | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.31% | — | -1.40% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.30% | — | +128.16% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.28% | +1.30% | -1.69% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.25% | — | +12.14% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.25% | -0.27% | +91540.00% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.04% | +13.21% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.23% | — | -1.59% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | +0.06% | -7.39% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.20% | — | +45.72% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | +8.89% | |
| 38 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.19% | — | +92.37% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | — | +2.00% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | — | +9.48% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | — | +8.88% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.14% | — | +0.33% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.14% | — | -38.44% | |
| 44 | IDV | Ishares International Select | ETF-その他 | 0.14% | — | +51.07% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.13% | — | +7.65% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.13% | — | +71.63% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.12% | — | +0.52% | |
| 48 | MTG | Mgic Investment CORP | 株式-金融 | 0.11% | — | — | |
| 49 | WEP | Magellan Midstream Partners | 株式-その他 | 0.11% | — | -0.80% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.11% | — | +13.34% |