CIK: 0001387761
申告総資産額
$8.7億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.20% | -0.76% | +4.64% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.93% | — | +2.79% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.95% | +0.33% | +1.63% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.49% | +0.23% | -5.81% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.28% | -0.46% | -0.38% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.89% | — | +10.81% | |
| 7 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 3.28% | — | -4.07% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.19% | +0.86% | — | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.18% | — | +122.22% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.06% | +0.26% | +15.61% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.98% | — | +6.85% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.26% | +0.14% | -6.83% | |
| 13 | INCY | Incyte CORP | 株式-ヘルスケア | 2.02% | — | — | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.99% | — | +3.97% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.94% | +0.15% | +1.84% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.86% | — | +1.81% | |
| 17 | ALKS | Alkermes plc | 株式-ヘルスケア | 1.45% | — | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.43% | +0.23% | +7.91% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.42% | — | +40.39% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.40% | +0.18% | +77.96% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.31% | +0.11% | +35.39% | |
| 22 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.26% | — | +0.34% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.10% | — | +7.90% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.04% | -0.90% | +245.45% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.02% | +0.22% | -1.51% | |
| 26 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.01% | — | — | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.95% | — | +0.61% | |
| 28 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 0.89% | — | — | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | -0.28% | -1.53% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.84% | — | -2.40% | |
| 31 | TROW | T Rowe Price Group INC | 株式-金融 | 0.74% | — | +15.27% | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 0.73% | — | — | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.71% | — | -1.30% | |
| 34 | IEV | Ishares Europe ETF | ETF-その他 | 0.66% | +0.23% | +0.75% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.61% | — | +41.96% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | — | -2.37% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.58% | +0.19% | +0.12% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.58% | — | — | |
| 39 | MDCOUSD | Medicines Company | 株式-その他 | 0.57% | — | — | |
| 40 | ICE | Intercontinental Exchange In | 株式-金融 | 0.56% | -0.22% | EXIT | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.56% | — | — | |
| 42 | TIVOEUR | Tivo CORP | 株式-その他 | 0.52% | — | — | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.48% | — | +33.94% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.47% | — | +0.05% | |
| 45 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.45% | — | — | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | — | |
| 47 | TGNA | Tegna INC | 株式-その他 | 0.41% | — | +26.05% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.37% | — | -5.91% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.37% | — | +12.18% | |
| 50 | VDE | Vanguard Energy ETF | ETF-その他 | 0.31% | +0.18% | — |