CIK: 0001091559
申告総資産額
$138.5億
上位200銘柄を表示中（全328銘柄）
| # | 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 | TIP | Ishares Tips Bond ETF | ETF-その他 | 11.55% | — | +6.74% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.47% | +0.11% | +3.13% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.93% | -0.12% | +7.56% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.77% | — | +7.40% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.06% | +0.52% | +4.33% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.96% | +0.63% | +4.08% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.86% | +0.18% | +10.72% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.56% | -0.30% | +7.05% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.48% | +0.08% | +10.05% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.10% | -0.08% | +22.20% | |
| 11 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.39% | +0.07% | +4.75% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.12% | -0.03% | +3.76% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.09% | +0.01% | +4.05% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.08% | -0.08% | +6.25% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.87% | +0.03% | +3.07% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.75% | -0.08% | +2.69% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | -0.04% | +0.86% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.44% | +0.01% | +7.07% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.27% | — | +5.52% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.21% | -0.03% | +8.09% | |
| 21 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.06% | +0.04% | +10.63% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.95% | -0.01% | +8.99% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.91% | +0.02% | +1.19% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.80% | +0.02% | +2.77% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.79% | +0.07% | +18.32% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.65% | — | +18.40% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | +13.41% | |
| 28 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.59% | -0.34% | +23.04% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | -0.06% | +0.91% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.48% | -0.01% | +6.37% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | +0.16% | +6.19% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.46% | +0.04% | +8.47% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +1.71% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.42% | — | +23.24% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +4.70% | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.39% | — | +0.09% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.35% | — | +4.69% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.35% | — | +3.30% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | -3.45% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.33% | — | -16.11% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | +3.03% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | -1.61% | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.30% | — | +1.43% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.30% | — | +2.44% | |
| 45 | UTXZ | United Tech CORP | 株式-その他 | 0.30% | — | +0.49% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | +3.70% | |
| 47 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.28% | — | -1.17% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.27% | — | -2.49% | |
| 49 | GOOG | Alphabet A | 株式-通信サービス | 0.24% | — | +6.00% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.23% | — | +0.88% |