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 | 13.31% | -0.76% | -1.88% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.93% | — | -0.58% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.16% | +0.33% | +1.35% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.94% | +0.23% | +0.06% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.67% | -0.46% | -2.65% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.55% | — | -19.35% | |
| 7 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.42% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.37% | +0.86% | -0.47% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.36% | +0.26% | -1.10% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.04% | — | -1.66% | |
| 11 | GLD | SPDR Gold Shares | ETF-コモディティ | 2.96% | — | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.45% | — | +12.09% | |
| 13 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 2.25% | — | +0.59% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.06% | +0.15% | -0.32% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.03% | +0.18% | -3.35% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.03% | +0.11% | +0.14% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.85% | — | +0.34% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.82% | — | +0.19% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.70% | +0.14% | -14.43% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.39% | +0.23% | -0.31% | |
| 21 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.25% | — | — | |
| 22 | ALKS | Alkermes plc | 株式-ヘルスケア | 1.05% | — | — | |
| 23 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 1.01% | — | — | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.97% | — | +1.62% | |
| 25 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.97% | — | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.91% | +0.22% | +0.01% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.79% | — | +0.04% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.74% | — | -0.74% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.73% | -0.90% | -0.08% | |
| 30 | TROW | T Rowe Price Group INC | 株式-金融 | 0.70% | — | — | |
| 31 | AMT | American Tower CORP | 株式-不動産 | 0.67% | — | -0.92% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.67% | — | -2.62% | |
| 33 | IEV | Ishares Europe ETF | ETF-その他 | 0.65% | +0.23% | — | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.61% | +0.15% | — | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.60% | — | -3.75% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.59% | +0.10% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | -0.10% | |
| 38 | ICE | Intercontinental Exchange In | 株式-金融 | 0.54% | -0.22% | EXIT | |
| 39 | BLKCHF | Blackrock INC | 株式-その他 | 0.54% | — | -8.40% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.52% | — | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.51% | — | — | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.50% | — | — | |
| 43 | MDCOUSD | Medicines Company | 株式-その他 | 0.50% | — | — | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.47% | +0.19% | +0.01% | |
| 45 | IMGNEUR | Immunogen INC | 株式-その他 | 0.45% | — | — | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | — | — | |
| 47 | TIVOEUR | Tivo CORP | 株式-その他 | 0.40% | — | — | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.40% | — | +0.05% | |
| 49 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.34% | — | — | |
| 50 | CQP | Cheniere Energy Partners LP | 株式-その他 | 0.31% | — | — |