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 | 13.48% | -0.76% | -2.43% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.52% | — | -8.03% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.59% | +0.33% | -10.14% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.04% | +0.23% | +2.43% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.75% | +0.26% | +14.23% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.59% | — | +5.35% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.51% | -0.46% | -8.17% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.51% | +0.86% | — | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.32% | — | -12.00% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.15% | +0.18% | +52.82% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.10% | — | -3.93% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.59% | — | +1.80% | |
| 13 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 2.41% | — | +0.00% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.36% | +0.23% | +64.40% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.16% | +0.11% | +4.41% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.06% | +0.15% | -3.62% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.89% | — | — | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.84% | — | -2.89% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.55% | +0.14% | -13.78% | |
| 20 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.29% | — | +0.33% | |
| 21 | ALKS | Alkermes plc | 株式-ヘルスケア | 1.11% | — | — | |
| 22 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 1.03% | — | — | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.02% | — | +6.70% | |
| 24 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.00% | — | -0.89% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.92% | +0.22% | +0.13% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.86% | — | +14.57% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.80% | — | +0.23% | |
| 28 | TROW | T Rowe Price Group INC | 株式-金融 | 0.80% | — | — | |
| 29 | AAPL | Apple INC | 株式-IT | 0.78% | -0.90% | +0.01% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.78% | +0.10% | +26.85% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.71% | — | +20.39% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.70% | — | +0.67% | |
| 33 | ICE | Intercontinental Exchange In | 株式-金融 | 0.67% | -0.22% | EXIT | |
| 34 | IEV | Ishares Europe ETF | ETF-その他 | 0.64% | +0.23% | +0.65% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.63% | +0.15% | -1.11% | |
| 36 | AMT | American Tower CORP | 株式-不動産 | 0.59% | — | -14.76% | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.55% | — | +3.12% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | -8.38% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | — | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.50% | — | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.42% | — | +43.23% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.41% | +0.19% | -10.62% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.41% | — | +0.05% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.38% | — | -36.76% | |
| 46 | IMGNEUR | Immunogen INC | 株式-その他 | 0.37% | — | — | |
| 47 | MDCOUSD | Medicines Company | 株式-その他 | 0.36% | — | — | |
| 48 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.32% | — | — | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.31% | -0.28% | -1.92% | |
| 50 | CQP | Cheniere Energy Partners LP | 株式-その他 | 0.31% | — | — |