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 | 15.72% | -0.12% | -5.50% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.32% | +0.09% | +101.16% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.57% | -0.02% | -11.78% | |
| 4 | ✓ | Powershares Global ETF Trust | ETF-その他 | 8.28% | — | +643.47% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.18% | -0.48% | -0.45% | |
| 6 | ✓ | Powershares | 株式-その他 | 5.82% | — | — | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-その他 | 5.59% | +0.30% | -2.62% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.49% | +0.08% | +5.79% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.97% | — | -63.07% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.49% | -0.12% | -4.15% | |
| 11 | IGE | Ishares North American Natur | ETF-その他 | 2.77% | — | +3.94% | |
| 12 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.19% | -0.04% | -2.09% | |
| 13 | DWM | Wisdomtree International Equ | ETF-その他 | 1.86% | -0.12% | — | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.41% | +0.38% | -7.22% | |
| 15 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.19% | — | -2.98% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.96% | -0.04% | — | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.83% | -0.02% | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.71% | — | +7.90% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.70% | -0.05% | -3.06% | |
| 20 | ✓ | Powershares Act Mang Comm Fd | 株式-その他 | 0.66% | — | — | |
| 21 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.61% | — | -9.66% | |
| 22 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.60% | -0.01% | -0.88% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.02% | — | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.47% | — | — | |
| 25 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.47% | — | -5.61% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | -0.02% | — | |
| 27 | T | At&t INC | 株式-通信サービス | 0.38% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.02% | — | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.31% | — | -95.30% | |
| 30 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.30% | — | — | |
| 31 | TROW | T Rowe Price Group INC | 株式-金融 | 0.30% | -0.05% | — | |
| 32 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.29% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | -0.04% | — | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.15% | — | +24.03% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.15% | — | — | |
| 36 | APD | Air Products & Chemicals INC | 株式-素材 | 0.14% | — | — | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.14% | — | — | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.12% | — | — | |
| 39 | PSX | Phillips 66 | 株式-エネルギー | 0.12% | -0.05% | EXIT | |
| 40 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.11% | — | — | |
| 41 | CME | Cme Group INC | 株式-金融 | 0.11% | — | — | |
| 42 | ✓ | Powershares ETF Trust | ETF-その他 | 0.02% | — | — |