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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.95% | +0.09% | -0.25% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.21% | -0.02% | -1.14% | |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 8.87% | -0.01% | +300.04% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 8.83% | -0.12% | +319.75% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 8.77% | -0.04% | -2.19% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.82% | -0.12% | -44.10% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 6.56% | -0.48% | -0.37% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 6.48% | — | +6.90% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-その他 | 5.27% | +0.30% | +7.74% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.61% | +0.08% | -5.78% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.35% | -0.12% | +2.28% | |
| 12 | IGE | Ishares North American Natur | ETF-その他 | 1.87% | — | -7.80% | |
| 13 | DWM | Wisdomtree International Equ | ETF-その他 | 1.78% | -0.12% | -0.12% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.44% | +0.38% | -0.63% | |
| 15 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.03% | — | +0.51% | |
| 16 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.93% | — | +3.98% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | -0.04% | — | |
| 18 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.74% | -0.02% | — | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.74% | — | +3.89% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.65% | -0.05% | -5.50% | |
| 21 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.56% | — | — | |
| 22 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.52% | -0.01% | +1.94% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | +0.02% | +8.30% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | -0.02% | +20.45% | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.43% | — | +25.14% | |
| 26 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.36% | — | -9.35% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.29% | — | — | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.28% | — | +0.62% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.02% | +3.90% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.27% | — | +77.60% | |
| 31 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.26% | — | — | |
| 32 | TROW | T Rowe Price Group INC | 株式-金融 | 0.25% | -0.05% | — | |
| 33 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.24% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | -0.04% | — | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.15% | +0.05% | NEW | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.13% | — | — | |
| 37 | APD | Air Products & Chemicals INC | 株式-素材 | 0.12% | — | — | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.11% | — | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.11% | — | — | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.10% | — | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.10% | — | — | |
| 42 | CME | Cme Group INC | 株式-金融 | 0.10% | — | — | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.10% | -0.05% | EXIT | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.10% | — | -28.68% | |
| 45 | KMT | Kennametal INC | 株式-その他 | 0.09% | — | — | |
| 46 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.09% | — | — | |
| 47 | ✓ | Powershares ETF Trust | ETF-その他 | 0.02% | — | — |