CIK: 0001553656
申告総資産額
$2.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.59% | +0.60% | +18.96% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 15.08% | -2.22% | -12.42% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 10.07% | +0.75% | +5.05% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.70% | -0.93% | -26.07% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 5.94% | -2.23% | +44.44% | |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 4.91% | -3.43% | +3.63% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.36% | -0.37% | -0.52% | |
| 8 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 4.19% | -0.45% | -1.89% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.08% | +1.12% | -6.31% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.16% | -0.92% | — | |
| 11 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 3.09% | -1.47% | +2.20% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.08% | -0.85% | +36.25% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.65% | -1.08% | +87.38% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.06% | -0.42% | -2.49% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.99% | -0.08% | +0.79% | |
| 16 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.83% | -0.67% | +32.98% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.96% | -0.32% | +0.74% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.84% | +0.41% | -18.23% | |
| 19 | LUV | Southwest Airlines Co | 株式-資本財 | 0.65% | -0.08% | +0.31% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.62% | -0.22% | -2.29% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +0.81% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.51% | — | +49.60% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.48% | -0.10% | -3.47% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.41% | -0.33% | EXIT | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.40% | -0.29% | +0.51% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.39% | -0.42% | +26.69% | |
| 27 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.38% | — | — | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.33% | — | -2.67% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.27% | — | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.26% | +0.96% | — | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.24% | -0.07% | EXIT | |
| 32 | COP | Conocophillips | 株式-エネルギー | 0.24% | — | +3.69% | |
| 33 | ✓ | Powershares ETF Trust | ETF-その他 | 0.23% | — | +13.97% | |
| 34 | WEP | Magellan Midstream Partners | 株式-その他 | 0.23% | — | — | |
| 35 | IGE | Ishares North American Natur | ETF-その他 | 0.23% | — | -3.60% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | -0.13% | EXIT | |
| 37 | IFGL | Ishares International Develo | ETF-その他 | 0.21% | -0.06% | -27.84% | |
| 38 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.20% | — | +0.51% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | — | +0.65% | |
| 40 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.19% | — | -15.89% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | — | — | |
| 42 | T | At&t INC | 株式-通信サービス | 0.18% | -0.09% | EXIT | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | +0.46% | |
| 44 | LNC | Lincoln National CORP | 株式-金融 | 0.17% | -0.13% | EXIT | |
| 45 | INTC | Intel CORP | 株式-IT | 0.16% | -0.07% | EXIT | |
| 46 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.15% | — | -94.28% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.13% | — | +8.62% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | — | +0.20% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.13% | — | +0.31% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.13% | — | — |