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 | VB | Vanguard Small-cap ETF | ETF-その他 | 14.68% | -0.12% | +82.02% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 13.18% | — | -0.33% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.63% | -0.02% | +458.70% | |
| 4 | ✓ | Powershares Global ETF Trust | ETF-その他 | 7.58% | — | -0.86% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 7.16% | — | -2.22% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 6.51% | -0.48% | -0.24% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.42% | +0.09% | -48.55% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-その他 | 5.14% | +0.30% | +0.45% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.46% | +0.08% | -4.34% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.47% | -0.12% | +3.84% | |
| 11 | IGE | Ishares North American Natur | ETF-その他 | 2.38% | — | -1.39% | |
| 12 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.17% | -0.04% | — | |
| 13 | DWM | Wisdomtree International Equ | ETF-その他 | 1.76% | -0.12% | -0.50% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.76% | -0.12% | — | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.43% | +0.38% | -0.85% | |
| 16 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.08% | — | +1.45% | |
| 17 | ✓ | Powershares Global ETF Trust | ETF-その他 | 1.04% | — | +1.11% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.84% | -0.04% | — | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.74% | -0.02% | — | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.69% | -0.05% | -0.35% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.64% | — | -0.64% | |
| 22 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.63% | — | -0.63% | |
| 23 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.59% | -0.01% | -0.08% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | +0.02% | -15.71% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.45% | -0.01% | -79.66% | |
| 26 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.42% | — | — | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.41% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | -0.02% | — | |
| 29 | T | At&t INC | 株式-通信サービス | 0.34% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | +0.02% | — | |
| 31 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.25% | — | -26.45% | |
| 32 | ✓ | SPDR Gold Shares | 株式-その他 | 0.25% | — | -96.71% | |
| 33 | TROW | T Rowe Price Group INC | 株式-金融 | 0.24% | -0.05% | — | |
| 34 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.24% | — | — | |
| 35 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.19% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | -0.04% | — | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.14% | — | — | |
| 38 | APD | Air Products & Chemicals INC | 株式-素材 | 0.14% | — | — | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.12% | — | — | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.11% | — | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.11% | — | -23.81% | |
| 42 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.11% | — | — | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.10% | -0.05% | EXIT | |
| 44 | ✓ | Powershares ETF Trust | ETF-その他 | 0.02% | — | — |