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 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 10.51% | — | -28.62% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 8.94% | -0.48% | -0.03% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.31% | -0.12% | +11.72% | |
| 4 | GUNR | Flexshares Global Upstream N | ETF-その他 | 8.02% | +0.30% | -40.91% | |
| 5 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 7.55% | -0.06% | -20.48% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 6.95% | +0.38% | +29.98% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.51% | +0.09% | +18.70% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.79% | +0.08% | -0.03% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 5.55% | — | +108.23% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.82% | -0.12% | +12.45% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.61% | -0.02% | +19.04% | |
| 12 | DWM | Wisdomtree International Equ | ETF-その他 | 2.46% | -0.12% | -0.11% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.93% | — | +435.87% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.84% | +0.08% | +436.84% | |
| 15 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.77% | — | -50.40% | |
| 16 | IGE | Ishares North American Natur | ETF-その他 | 1.31% | — | -8.25% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.17% | -0.04% | — | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.07% | — | -80.71% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.06% | -0.05% | — | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.02% | -0.02% | -0.20% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.02% | +0.09% | +500.74% | |
| 22 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.98% | — | -82.02% | |
| 23 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.74% | — | -3.27% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.64% | -0.12% | +193.17% | |
| 25 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.64% | -0.04% | +128.51% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.60% | -0.01% | +102.86% | |
| 27 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.56% | -0.01% | -0.20% | |
| 28 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.51% | +0.10% | +335.56% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.02% | -14.35% | |
| 30 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.45% | — | — | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | -0.02% | -15.54% | |
| 32 | TROW | T Rowe Price Group INC | 株式-金融 | 0.40% | -0.05% | — | |
| 33 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.34% | — | — | |
| 34 | T | At&t INC | 株式-通信サービス | 0.31% | — | — | |
| 35 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.28% | -0.02% | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | -0.04% | -6.45% | |
| 37 | APD | Air Products & Chemicals INC | 株式-素材 | 0.23% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | +0.02% | — | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.19% | — | — | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.18% | — | — | |
| 41 | CME | Cme Group INC | 株式-金融 | 0.17% | — | -2.78% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.16% | — | — | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.16% | — | — | |
| 44 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.15% | — | — | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.12% | — | — | |
| 46 | KMT | Kennametal INC | 株式-その他 | 0.11% | — | — | |
| 47 | PSX | Phillips 66 | 株式-エネルギー | 0.11% | -0.05% | EXIT | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.11% | — | -98.09% | |
| 49 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.11% | — | — | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.11% | — | — |