CIK: 0001508195
申告総資産額
$32.3億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 14.42% | -0.18% | -0.15% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 10.40% | — | -0.54% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 9.21% | — | +5.22% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.10% | — | +1.14% | |
| 5 | IDV | Ishares International Select | ETF-その他 | 6.09% | — | -10.26% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.33% | -0.15% | -0.74% | |
| 7 | GNR | State Street Spdr S&p Global | ETF-その他 | 4.03% | — | -0.95% | |
| 8 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 3.68% | — | +6.88% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.65% | — | — | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.26% | — | -7.34% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.24% | — | -2.46% | |
| 12 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 2.98% | — | +9.55% | |
| 13 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.76% | — | -0.26% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.57% | — | +11.05% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.56% | — | +12.18% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.51% | — | +5.89% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.50% | — | -0.85% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.47% | — | +12.14% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.44% | — | +13.92% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | — | -0.95% | |
| 21 | IGE | Ishares North American Natur | ETF-その他 | 0.80% | — | +77.76% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.79% | — | +9.40% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.76% | — | -8.84% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.73% | — | +33.12% | |
| 25 | KSUEUR | Kansas City Southern | 株式-その他 | 0.69% | — | — | |
| 26 | MXI | Ishares Global Materials ETF | ETF-その他 | 0.69% | — | -10.19% | |
| 27 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.66% | — | +11.22% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.64% | — | +3.76% | |
| 29 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.63% | — | +275.08% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.59% | — | -87.73% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | -3.91% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | -9.72% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | -0.17% | -4.83% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | -3.38% | |
| 35 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.40% | — | +186.26% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.40% | -0.21% | +42.92% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.37% | -0.34% | +4.24% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.36% | +0.06% | -3.85% | |
| 39 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.24% | — | -9.68% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.24% | — | +0.91% | |
| 41 | GSBC | Great Southern Bancorp, Inc. | 株式-その他 | 0.22% | — | — | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | — | -15.60% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.07% | — | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.16% | — | -20.26% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.15% | — | — | |
| 47 | CERNCHF | Cerner CORP | 株式-その他 | 0.14% | — | +4.39% | |
| 48 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.13% | — | — | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.12% | — | +0.10% | |
| 50 | ✓ | Valsparcom | 株式-その他 | 0.11% | — | — |