CIK: 0001482880
申告総資産額
$206.9億
| # | 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 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 11.57% | — | +12.16% | |
| 2 | ✓ | 株式-その他 | 9.27% | — | +9.55% | ||
| 3 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 6.93% | — | -0.54% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.57% | -0.59% | +9.60% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.08% | -0.14% | -1.43% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 4.33% | — | +1.04% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.08% | — | -7.35% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.94% | — | -0.86% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.81% | +0.03% | +5.97% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.79% | — | +16.27% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.29% | — | +7.35% | |
| 12 | SLM | Slm CORP | 株式-金融 | 1.23% | — | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.22% | — | +1.28% | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 1.12% | — | -2.70% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.97% | -0.11% | +1.27% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.96% | — | +7.80% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.93% | — | -8.00% | |
| 18 | UTXZ | United Tech CORP | 株式-その他 | 0.92% | — | -3.11% | |
| 19 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.87% | — | -3.20% | |
| 20 | WWD | Woodward INC | 株式-資本財 | 0.82% | — | -10.44% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | — | -2.85% | |
| 22 | ✓ | AT & T, Inc. New | 株式-その他 | 0.79% | — | -6.36% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.77% | — | +2.49% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.76% | — | +20.86% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.02% | +1.63% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +2.91% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.70% | — | -8.46% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | — | +0.16% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.61% | — | +17.22% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | — | -4.05% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.58% | — | -0.62% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | +3.59% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.22% | +2.43% | |
| 34 | GOOG | Alphabet A | 株式-通信サービス | 0.54% | — | +2.96% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | -0.17% | -5.65% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.51% | — | -15.52% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | +1.43% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.49% | — | +120.21% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | +15.37% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.46% | — | +126.60% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.46% | — | -6.41% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +2.49% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.43% | — | -10.43% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +7.65% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | -0.16% | -9.50% | |
| 46 | ✓ | Wisdomtree Tr India Erngs Fd | 株式-その他 | 0.38% | — | +0.01% | |
| 47 | ✓ | 株式-その他 | 0.37% | — | +56.66% | ||
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | — | +3.56% | |
| 49 | GNW | Genworth Financial INC | 株式-金融 | 0.36% | — | -0.30% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.35% | — | +0.22% |