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 | 5.09% | — | +2.00% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.74% | — | +0.39% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.47% | — | +13.83% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.17% | -0.05% | +0.50% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.10% | — | +0.15% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.99% | +0.59% | +154.27% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.80% | +0.04% | +4.93% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.63% | +0.02% | -1.45% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.61% | -0.32% | +10.76% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 2.58% | — | +10.80% | |
| 11 | IDV | Ishares International Select | ETF-その他 | 2.56% | — | +25.26% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.29% | +1.09% | +6.89% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.25% | — | +6.20% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.08% | +0.05% | +1.35% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.07% | +0.01% | -0.49% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.67% | -0.02% | +1.27% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.57% | -4.09% | +20.36% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.45% | — | -1.76% | |
| 19 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.41% | — | +2.33% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.28% | — | +29.24% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | -0.10% | -2.54% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.23% | -0.24% | +14.44% | |
| 23 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.20% | — | +17.22% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.11% | — | +13.25% | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.04% | — | +9.24% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.96% | +3.87% | +20.59% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.95% | — | +10.69% | |
| 28 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.94% | — | +12.09% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.90% | -0.07% | -9.62% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.86% | — | +7.83% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | +5.67% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | +0.13% | +4.00% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.68% | — | +19.34% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | — | +27.66% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.64% | — | +7.62% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.62% | — | +19.93% | |
| 37 | ENB | Enbridge INC | 株式-エネルギー | 0.62% | — | +5.96% | |
| 38 | PBA | Pembina Pipeline CORP | 株式-エネルギー | 0.62% | — | — | |
| 39 | COP | Conocophillips | 株式-エネルギー | 0.61% | — | +28.40% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.58% | -0.25% | -1.33% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.57% | — | — | |
| 42 | T | At&t INC | 株式-通信サービス | 0.56% | — | +18.00% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +4.81% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +4.34% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | +7.01% | |
| 46 | MCHP | Microchip Technology INC | 株式-IT | 0.51% | -0.02% | +13.24% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | +11.73% | |
| 48 | CLX | Clorox Company | 株式-生活必需品 | 0.50% | — | +4.11% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.49% | — | +4.74% | |
| 50 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.46% | — | +5.53% |