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 | 19.12% | +0.60% | -0.51% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 13.79% | -2.22% | -0.13% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 11.47% | +0.75% | +2.60% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 7.08% | -2.23% | -0.08% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.68% | -0.93% | +1.73% | |
| 6 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 4.25% | -0.45% | -0.36% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.96% | -1.08% | +0.27% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 3.77% | -3.43% | -21.33% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.63% | -0.37% | -1.09% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.24% | -0.85% | +0.90% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.54% | +1.12% | +1.70% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.49% | -0.92% | -1.48% | |
| 13 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.14% | -1.47% | +9.66% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.78% | -0.42% | -3.92% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.70% | -0.67% | +0.29% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.54% | -0.08% | -3.00% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.03% | -0.42% | -0.90% | |
| 18 | LUV | Southwest Airlines Co | 株式-資本財 | 0.99% | -0.08% | +0.34% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.92% | -0.32% | -0.52% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.91% | +0.41% | -1.96% | |
| 21 | PHK | Pimco High Income Fund | 株式-その他 | 0.85% | — | — | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +0.01% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.45% | — | +0.23% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.42% | — | -3.02% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.41% | -0.33% | EXIT | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.38% | -0.29% | +0.21% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.36% | +0.10% | +0.47% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.34% | -0.22% | -27.58% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.34% | — | +5.18% | |
| 30 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.29% | — | — | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 0.29% | -0.13% | EXIT | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.26% | -0.10% | -9.56% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.24% | -0.07% | EXIT | |
| 34 | MLM | Martin Marietta Materials | 株式-素材 | 0.24% | — | -16.65% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.22% | +0.96% | +1.54% | |
| 36 | ✓ | Powershares ETF Trust | ETF-その他 | 0.20% | — | +0.62% | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.20% | — | -1.06% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.19% | -0.09% | EXIT | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.19% | — | -5.91% | |
| 40 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.18% | — | +0.25% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | — | |
| 42 | INTC | Intel CORP | 株式-IT | 0.17% | -0.07% | EXIT | |
| 43 | IFGL | Ishares International Develo | ETF-その他 | 0.17% | -0.06% | +1.07% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | +0.53% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | +0.70% | |
| 46 | LNC | Lincoln National CORP | 株式-金融 | 0.17% | -0.13% | EXIT | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | — | +0.42% | |
| 48 | AIEUR | Arlington Asset Investment-a | 株式-その他 | 0.14% | — | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.13% | — | — | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.12% | — | -4.76% |