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 | 13.66% | -0.76% | -2.21% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.99% | — | -0.97% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.52% | +0.33% | +0.31% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.85% | +0.23% | -0.23% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.81% | +0.26% | -7.00% | |
| 6 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 3.66% | — | +2.57% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.56% | +0.86% | -0.94% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.49% | — | — | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.24% | -0.46% | -5.50% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.05% | +0.18% | -0.81% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.88% | — | -2.11% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.69% | — | -1.87% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.34% | +0.23% | -0.45% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.08% | +0.15% | -2.41% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.04% | +0.11% | -8.71% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.86% | — | -2.42% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.84% | — | +4.21% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.59% | — | -38.89% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.55% | +0.14% | — | |
| 20 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.19% | — | +0.16% | |
| 21 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.13% | — | — | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.99% | — | -1.61% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.99% | +0.22% | -1.26% | |
| 24 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 0.97% | — | — | |
| 25 | SMLPUSD | Summit Midstream Partners LP | 株式-その他 | 0.94% | — | — | |
| 26 | TROW | T Rowe Price Group INC | 株式-金融 | 0.89% | — | — | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.89% | +0.10% | +11.09% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.84% | — | +0.27% | |
| 29 | CQP | Cheniere Energy Partners LP | 株式-その他 | 0.78% | — | — | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.71% | — | -8.98% | |
| 31 | ICE | Intercontinental Exchange In | 株式-金融 | 0.71% | -0.22% | EXIT | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.69% | — | -8.09% | |
| 33 | ALKS | Alkermes plc | 株式-ヘルスケア | 0.68% | — | -18.75% | |
| 34 | IEV | Ishares Europe ETF | ETF-その他 | 0.63% | +0.23% | +2.36% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | +0.15% | — | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.58% | — | -3.70% | |
| 37 | IMGNEUR | Immunogen INC | 株式-その他 | 0.56% | — | — | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.56% | — | -13.12% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | — | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | -8.61% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | +8.43% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.48% | — | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | — | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.41% | — | -2.48% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.39% | +0.19% | -2.25% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.37% | — | — | |
| 47 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.36% | — | — | |
| 48 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.34% | — | — | |
| 49 | ✓ | Newfield Expl Co | 株式-その他 | 0.32% | — | — | |
| 50 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.28% | — | +9.81% |