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 | 22.18% | +0.60% | +0.93% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 13.69% | -2.22% | +3.83% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 12.78% | +0.75% | +2.05% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 7.99% | -2.23% | +5.10% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.70% | -0.93% | +3.81% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.83% | -1.08% | +0.63% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.07% | +1.12% | -23.32% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.97% | -0.85% | +2.23% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.52% | -0.37% | -1.63% | |
| 10 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.92% | -0.45% | +0.01% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.91% | -0.92% | +1.91% | |
| 12 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.64% | -1.47% | +6.45% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.75% | +0.10% | +23.29% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.68% | -0.42% | -1.19% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.38% | -0.08% | -0.54% | |
| 16 | LUV | Southwest Airlines Co | 株式-資本財 | 1.17% | -0.08% | +0.00% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.83% | -0.32% | -0.41% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | +0.41% | +0.40% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | +0.13% | +0.77% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.56% | — | -11.01% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.39% | -0.33% | EXIT | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | -0.29% | — | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.33% | -0.10% | +0.20% | |
| 24 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.28% | — | — | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.28% | — | -3.59% | |
| 26 | DVN | Devon Energy CORP | 株式-エネルギー | 0.20% | — | +14.78% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.19% | +0.96% | -4.92% | |
| 28 | LNC | Lincoln National CORP | 株式-金融 | 0.18% | -0.13% | EXIT | |
| 29 | PHK | Pimco High Income Fund | 株式-その他 | 0.17% | — | -35.06% | |
| 30 | MO | Altria Group INC | 株式-生活必需品 | 0.17% | -0.13% | EXIT | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | +0.59% | |
| 33 | IFGL | Ishares International Develo | ETF-その他 | 0.15% | -0.06% | +0.86% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.13% | — | — | |
| 35 | MLM | Martin Marietta Materials | 株式-素材 | 0.13% | — | — | |
| 36 | T | At&t INC | 株式-通信サービス | 0.12% | -0.09% | EXIT | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.11% | — | +0.74% | |
| 38 | ✓ | Powershares ETF Trust | ETF-その他 | 0.11% | — | -2.99% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.10% | — | -14.78% | |
| 40 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.10% | — | +1.25% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.09% | — | -11.70% | |
| 42 | SBI | Western Asset Intermediate | 株式-その他 | 0.08% | — | +1.13% | |
| 43 | AIEUR | Arlington Asset Investment-a | 株式-その他 | 0.06% | — | — | |
| 44 | ✓ | Allianzgi Conv & Income Fd | 株式-その他 | 0.03% | — | — | |
| 45 | NCV-PA | Virtus Convertible & Income Fund | 株式-その他 | 0.03% | — | — | |
| 46 | ASG | Liberty All-star Growth Fd | 株式-その他 | 0.02% | — | — |