CIK: 0001475271
申告総資産額
$5.1億
| # | 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 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 13.42% | — | -0.06% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 12.60% | -0.12% | +94.82% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.94% | -0.02% | +133.22% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.05% | +0.09% | +1.67% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.79% | -0.48% | -0.34% | |
| 6 | IGE | Ishares North American Natur | ETF-その他 | 7.21% | — | -1.82% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.76% | — | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.16% | +0.08% | -1.11% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.43% | -0.12% | -2.45% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.58% | -0.01% | -70.39% | |
| 11 | DWM | Wisdomtree International Equ | ETF-その他 | 2.06% | -0.12% | -4.34% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.83% | -0.12% | -73.92% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.63% | -0.04% | -1.12% | |
| 14 | ✓ | Powershares Global ETF Trust | ETF-その他 | 1.41% | — | -13.31% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.33% | +0.38% | -6.97% | |
| 16 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 0.81% | — | — | |
| 17 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.79% | -0.01% | +2.02% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.78% | -0.05% | -2.01% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | -0.04% | +14.24% | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.72% | -0.02% | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.02% | +0.13% | |
| 22 | CME | Cme Group INC | 株式-金融 | 0.61% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | -0.02% | -2.43% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | — | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.54% | — | -0.76% | |
| 26 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.51% | — | -11.35% | |
| 27 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.48% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | -0.04% | +1.35% | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.48% | — | +0.63% | |
| 30 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.39% | — | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 0.36% | — | -31.24% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.02% | -10.37% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.30% | — | +0.73% | |
| 34 | TROW | T Rowe Price Group INC | 株式-金融 | 0.30% | -0.05% | — | |
| 35 | WDAY | Workday Inc-class A | 株式-IT | 0.29% | — | — | |
| 36 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.29% | — | — | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.21% | — | +3.60% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | — | — | |
| 39 | ITW | Illinois Tool Works | 株式-資本財 | 0.20% | — | — | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.20% | — | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.16% | — | — | |
| 42 | AAPL | Apple INC | 株式-IT | 0.16% | — | -1.01% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | — | +0.28% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.14% | — | +1.00% | |
| 45 | APD | Air Products & Chemicals INC | 株式-素材 | 0.12% | — | — | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.12% | — | — | |
| 47 | KMT | Kennametal INC | 株式-その他 | 0.12% | — | — | |
| 48 | PSX | Phillips 66 | 株式-エネルギー | 0.11% | -0.05% | EXIT |