CIK: 0001538900
申告総資産額
$7.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.73% | -0.33% | +0.34% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 11.91% | -9.80% | -1.19% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 11.31% | — | NEW | |
| 4 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 9.06% | +0.10% | +39.70% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 6.45% | -0.01% | -1.11% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 6.13% | -1.09% | +72.55% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.69% | — | NEW | |
| 8 | USDU | Wisdomtree Bbg Usd Bullish | ETF-その他 | 5.56% | — | -0.62% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.91% | -0.09% | +0.81% | |
| 10 | ✓ | Powershares | 株式-その他 | 3.36% | — | +1.24% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.29% | -3.21% | +0.53% | |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.13% | — | -0.03% | |
| 13 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 3.03% | — | — | |
| 14 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.91% | -0.02% | +3.47% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.87% | — | +1.90% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.67% | — | +2.69% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.41% | +0.02% | NEW | |
| 18 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.31% | +0.27% | +2.34% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.00% | +0.07% | -0.91% | |
| 20 | PEBO | Peoples Bancorp INC | 株式-その他 | 0.15% | — | — | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.06% | — | — | |
| 22 | AAPL | Apple INC | 株式-IT | 0.04% | — | +0.37% | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.04% | +0.04% | +2.84% |