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 | 11.55% | — | +3.27% | |
| 2 | ✓ | 株式-その他 | 9.25% | — | +1.24% | ||
| 3 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 6.70% | — | -1.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.92% | -0.59% | +9.01% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.85% | -0.14% | -0.96% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 4.43% | — | +5.56% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.99% | — | -0.63% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.01% | — | +6.17% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.90% | — | +9.49% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.73% | +0.03% | -0.64% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.32% | — | +5.46% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.28% | -0.11% | +714.09% | |
| 13 | WWD | Woodward INC | 株式-資本財 | 1.22% | — | +31.37% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.21% | — | +2.30% | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 1.11% | — | -0.33% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.97% | — | +6.04% | |
| 17 | UTXZ | United Tech CORP | 株式-その他 | 0.85% | — | -0.34% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.84% | — | -4.93% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | — | +0.06% | |
| 20 | ✓ | AT & T, Inc. New | 株式-その他 | 0.79% | — | +6.27% | |
| 21 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.78% | — | — | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.02% | +1.21% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | — | +2.21% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.72% | — | +1.23% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.68% | — | +41.49% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.68% | — | +0.48% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.67% | — | +13.67% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.67% | — | -1.74% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | -0.14% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.60% | — | +6.62% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | +8.87% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | — | -0.12% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | -0.17% | +10.14% | |
| 34 | GOOG | Alphabet A | 株式-通信サービス | 0.56% | — | +169.99% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.22% | +0.13% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | +17.96% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | -5.30% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.46% | — | +100.49% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | -0.37% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +1.18% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | -3.44% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | -0.16% | +7.94% | |
| 43 | ✓ | Wisdomtree Tr India Erngs Fd | 株式-その他 | 0.41% | — | -0.49% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | -0.18% | |
| 45 | SLM | Slm CORP | 株式-金融 | 0.39% | — | -0.26% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.38% | — | +18.97% | |
| 47 | ✓ | 株式-その他 | 0.38% | — | +0.08% | ||
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | — | -3.47% | |
| 49 | EXC | Exelon CORP | 株式-公益事業 | 0.35% | — | +32.62% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.34% | — | +0.94% |