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 | 12.18% | +0.09% | -0.36% | |
| 2 | GUNR | Flexshares Global Upstream N | ETF-その他 | 10.13% | +0.30% | +102.30% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.63% | -0.02% | -2.75% | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 8.52% | -0.01% | -0.61% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 8.45% | -0.12% | -0.51% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 8.19% | -0.04% | -0.83% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.46% | -0.12% | +0.65% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 6.19% | -0.48% | -0.12% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.54% | — | -22.79% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.41% | +0.08% | -0.01% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.27% | -0.12% | +2.25% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.64% | +0.38% | +101.48% | |
| 13 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.98% | — | +99.78% | |
| 14 | IGE | Ishares North American Natur | ETF-その他 | 1.80% | — | -0.33% | |
| 15 | DWM | Wisdomtree International Equ | ETF-その他 | 1.69% | -0.12% | -0.39% | |
| 16 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.89% | — | +5.17% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.81% | -0.04% | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.78% | — | +15.43% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.70% | -0.02% | — | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | -0.05% | -0.84% | |
| 21 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.53% | — | -1.29% | |
| 22 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.46% | -0.01% | -2.09% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.02% | -19.90% | |
| 24 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.34% | — | — | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | -0.02% | -24.36% | |
| 26 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.28% | — | -19.95% | |
| 27 | TROW | T Rowe Price Group INC | 株式-金融 | 0.28% | -0.05% | — | |
| 28 | T | At&t INC | 株式-通信サービス | 0.27% | — | — | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.26% | — | +0.63% | |
| 30 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.25% | — | — | |
| 31 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.23% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.02% | -16.28% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | -0.04% | — | |
| 34 | PSX | Phillips 66 | 株式-エネルギー | 0.19% | -0.05% | EXIT | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.14% | — | -43.43% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.12% | — | +27.35% | |
| 37 | APD | Air Products & Chemicals INC | 株式-素材 | 0.12% | — | — | |
| 38 | COP | Conocophillips | 株式-エネルギー | 0.11% | — | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.10% | — | — | |
| 40 | CME | Cme Group INC | 株式-金融 | 0.09% | — | -5.26% | |
| 41 | KMT | Kennametal INC | 株式-その他 | 0.09% | — | — | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.09% | — | -2.03% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.08% | — | — |