CIK: 0001492262
申告総資産額
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上位200銘柄を表示中(全665銘柄)
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.35% | -4.19% | EXIT | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.24% | -1.47% | EXIT | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.94% | — | +0.29% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.51% | -1.85% | EXIT | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.22% | -8.85% | EXIT | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.01% | -8.35% | EXIT | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.80% | -4.87% | EXIT | |
| 8 | AAPL | Apple INC | 株式-IT | 1.70% | — | -0.65% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.69% | -1.45% | EXIT | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.64% | — | +126.81% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.56% | — | -11.75% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.46% | -7.25% | EXIT | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.40% | -3.46% | EXIT | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.35% | — | -11.83% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | -2.36% | |
| 16 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 1.11% | — | +3.81% | |
| 17 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.04% | — | +3.62% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.90% | — | +16.74% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | -18.31% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.87% | — | +34.12% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | -2.93% | EXIT | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.81% | -2.29% | EXIT | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | — | +1.06% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.69% | — | -2.24% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | -2.61% | |
| 26 | ICPTUSD | Intercept Pharmaceuticals In | 株式-その他 | 0.67% | — | +0.64% | |
| 27 | NBB | Nuveen Taxable Municipal INC | 株式-その他 | 0.62% | — | +8.61% | |
| 28 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.62% | — | -44.06% | |
| 29 | CFA | Victoryshares US 500 Volatil | ETF-その他 | 0.62% | — | -0.24% | |
| 30 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 0.61% | — | +0.01% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.60% | -0.77% | EXIT | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | — | +24.40% | |
| 33 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.59% | — | +34.88% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | -0.34% | EXIT | |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | — | +3.05% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.56% | — | -0.64% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | -2.14% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.56% | — | +109.83% | |
| 39 | ✓ | Mallinckrodt PLC | 株式-その他 | 0.55% | — | -2.18% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.53% | — | +4.08% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | -0.46% | EXIT | |
| 42 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.52% | — | +11.41% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.51% | — | +2.12% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.51% | — | +5.42% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | -2.30% | EXIT | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.47% | — | +0.68% | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.46% | — | -5.03% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | -1.33% | EXIT | |
| 49 | SGENEUR | Seagen INC | 株式-その他 | 0.44% | — | -3.63% | |
| 50 | CSB | Victoryshares US Small Cap H | ETF-中小型株 | 0.43% | — | +3.64% |