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 | 21.03% | +0.60% | +3.46% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 12.56% | -2.22% | +0.69% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 11.98% | +0.75% | +3.51% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 7.52% | -2.23% | -0.43% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.42% | -0.93% | +0.98% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.83% | -1.08% | +7.16% | |
| 7 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 3.87% | -3.43% | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.76% | -0.85% | +2.22% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.30% | -0.37% | +0.22% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.78% | -0.92% | +0.99% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.60% | +1.12% | -27.67% | |
| 12 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.55% | -0.45% | -0.47% | |
| 13 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.32% | -1.47% | +4.93% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.15% | -0.67% | — | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.61% | +0.10% | +0.49% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.55% | -0.42% | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.53% | -0.42% | +0.26% | |
| 18 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.21% | -0.08% | -6.75% | |
| 19 | LUV | Southwest Airlines Co | 株式-資本財 | 0.93% | -0.08% | +0.00% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.73% | -0.32% | -1.57% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | +0.41% | +0.46% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | — | -20.96% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.37% | -0.33% | EXIT | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | -0.29% | -0.26% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.32% | -0.10% | -0.16% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.26% | -0.22% | — | |
| 27 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.26% | — | — | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.25% | — | +0.44% | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.21% | -0.13% | EXIT | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.21% | — | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.18% | — | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.18% | +0.96% | -0.80% | |
| 33 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.18% | — | — | |
| 34 | DVN | Devon Energy CORP | 株式-エネルギー | 0.17% | — | -16.51% | |
| 35 | LNC | Lincoln National CORP | 株式-金融 | 0.16% | -0.13% | EXIT | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | — | — | |
| 37 | IFGL | Ishares International Develo | ETF-その他 | 0.14% | -0.06% | +0.32% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | — | -0.88% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.12% | — | — | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.11% | — | +0.74% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.11% | -0.09% | EXIT | |
| 42 | MLM | Martin Marietta Materials | 株式-素材 | 0.11% | — | — | |
| 43 | PHK | Pimco High Income Fund | 株式-その他 | 0.10% | — | -32.39% | |
| 44 | ✓ | Powershares ETF Trust | ETF-その他 | 0.09% | — | -5.90% | |
| 45 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.09% | — | +1.21% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.09% | — | +0.43% | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.08% | — | -6.34% | |
| 48 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.08% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.08% | -0.07% | EXIT | |
| 50 | SBI | Western Asset Intermediate | 株式-その他 | 0.07% | — | +1.11% |