CIK: 0001587836
申告総資産額
$11.5億
| # | 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 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 5.65% | — | +3324.39% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.41% | — | -0.89% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.80% | -0.05% | +1.30% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.61% | — | -0.54% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.51% | — | +4.80% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.45% | +0.01% | -1.78% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.38% | +0.02% | +1.08% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.28% | +0.04% | +119.11% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.65% | +0.05% | -0.41% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 2.55% | — | +99.77% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.28% | +1.09% | +30.24% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.13% | +0.25% | +1.28% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.99% | -0.02% | -1.41% | |
| 14 | IDV | Ishares International Select | ETF-その他 | 1.97% | — | +56.39% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.90% | — | -0.41% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.71% | — | +577.41% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | -0.10% | +14.88% | |
| 18 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.51% | — | +45.59% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.35% | — | +13.79% | |
| 20 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.28% | -4.09% | +31.47% | |
| 21 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.28% | — | +48.31% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.15% | -0.07% | +26.45% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.08% | — | +10.01% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | +20.61% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.07% | +0.59% | +25.47% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.94% | -0.24% | +9.17% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.91% | — | +27.58% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | — | +29.84% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.84% | — | +33.38% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | +0.13% | +24.68% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.79% | — | +11.64% | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.77% | -0.25% | +7.25% | |
| 33 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.71% | — | — | |
| 34 | INTC | Intel CORP | 株式-IT | 0.70% | -0.30% | +18.18% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.68% | — | +17.47% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.68% | — | — | |
| 37 | ENB | Enbridge INC | 株式-エネルギー | 0.66% | — | +11.75% | |
| 38 | COP | Conocophillips | 株式-エネルギー | 0.65% | — | +13.11% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | — | +18.27% | |
| 40 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.63% | — | +22.99% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.61% | — | +26.12% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | +22.15% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | +2.46% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.60% | -0.01% | +0.58% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +17.24% | |
| 46 | ✓ | Powershares | 株式-その他 | 0.58% | — | +17.09% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.57% | — | +2.75% | |
| 48 | MCHP | Microchip Technology INC | 株式-IT | 0.57% | -0.02% | +14.68% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.55% | — | -1.86% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +24.47% |