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 | 14.65% | — | -3.27% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 14.37% | -0.12% | +0.52% | |
| 3 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 10.24% | -0.04% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.66% | +0.09% | +1.46% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.89% | -0.48% | -0.88% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 7.49% | — | -1.33% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.75% | +0.08% | +1.21% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.14% | -0.02% | +1.37% | |
| 9 | IGE | Ishares North American Natur | ETF-その他 | 4.12% | — | -5.70% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.67% | -0.12% | +11.05% | |
| 11 | DWM | Wisdomtree International Equ | ETF-その他 | 1.94% | -0.12% | — | |
| 12 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.68% | +0.30% | +79.66% | |
| 13 | ✓ | Powershares Global ETF Trust | ETF-その他 | 1.34% | — | +0.86% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.20% | +0.38% | -0.18% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | -0.04% | — | |
| 16 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.79% | -0.01% | -7.20% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.72% | -0.05% | -0.36% | |
| 18 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 0.72% | — | -12.35% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.71% | -0.02% | — | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | +0.02% | -0.40% | |
| 21 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.56% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | -0.02% | — | |
| 23 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.51% | — | -2.85% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.04% | +121.59% | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.45% | — | — | |
| 26 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.40% | — | -3.61% | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.39% | — | -1.62% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.34% | — | -0.99% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.02% | — | |
| 30 | TROW | T Rowe Price Group INC | 株式-金融 | 0.30% | -0.05% | — | |
| 31 | WDAY | Workday Inc-class A | 株式-IT | 0.29% | — | — | |
| 32 | T | At&t INC | 株式-通信サービス | 0.28% | — | -2.53% | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.23% | — | — | |
| 34 | AAPL | Apple INC | 株式-IT | 0.22% | — | +85.89% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.17% | — | -8.10% | |
| 36 | COP | Conocophillips | 株式-エネルギー | 0.16% | — | — | |
| 37 | APD | Air Products & Chemicals INC | 株式-素材 | 0.14% | — | — | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.14% | — | — | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.12% | — | — | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.10% | -0.05% | EXIT | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.10% | — | -2.86% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.10% | +0.05% | NEW | |
| 43 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.10% | — | — | |
| 44 | KMT | Kennametal INC | 株式-その他 | 0.09% | — | — |