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 | BND | Vanguard Total Bond Market | ETF-その他 | 14.80% | — | +2086.87% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 11.94% | -0.48% | -18.20% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.80% | -0.12% | -66.75% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.45% | — | -36.78% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.41% | +0.08% | -16.53% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.28% | -0.12% | -4.16% | |
| 7 | IGE | Ishares North American Natur | ETF-その他 | 5.91% | — | -3.48% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.12% | +0.09% | -71.66% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.34% | -0.02% | -46.27% | |
| 10 | GUNR | Flexshares Global Upstream N | ETF-その他 | 4.23% | +0.30% | +47.35% | |
| 11 | DWM | Wisdomtree International Equ | ETF-その他 | 3.31% | -0.12% | -2.75% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.20% | +0.38% | -8.39% | |
| 13 | ✓ | Powershares Global ETF Trust | ETF-その他 | 2.05% | — | -14.71% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.49% | -0.04% | — | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.31% | -0.02% | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.30% | -0.05% | +0.23% | |
| 17 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.21% | -0.01% | -14.11% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.02% | +13.26% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.92% | — | +23.03% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | -0.02% | +21.71% | |
| 21 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.71% | — | — | |
| 22 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.69% | — | +14.21% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.02% | +12.31% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.55% | — | +0.04% | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.53% | — | -9.57% | |
| 26 | TROW | T Rowe Price Group INC | 株式-金融 | 0.52% | -0.05% | — | |
| 27 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.42% | — | -51.85% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.40% | — | +70.69% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | -0.04% | — | |
| 30 | COP | Conocophillips | 株式-エネルギー | 0.25% | — | — | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 0.24% | — | — | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.23% | — | — | |
| 33 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.21% | — | — | |
| 34 | PSX | Phillips 66 | 株式-エネルギー | 0.20% | -0.05% | EXIT | |
| 35 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.19% | — | — |