CIK: 0001427806
申告総資産額
$10.6億
上位200銘柄を表示中（全461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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.07% | +0.01% | +0.43% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.81% | +0.06% | +67.46% | |
| 3 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 3.48% | -0.37% | +33.74% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.37% | +0.13% | +7.95% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.21% | — | +4.90% | |
| 6 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 3.01% | — | +5.15% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.40% | — | +4.04% | |
| 8 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 2.32% | — | +3.34% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.27% | — | +4.19% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.14% | — | +14.70% | |
| 11 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.14% | — | +27.12% | |
| 12 | ✓ | Powershares | 株式-その他 | 1.71% | — | -5.72% | |
| 13 | ✓ | Powershares ETF Trust Ii | ETF-その他 | 1.51% | — | +3.48% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | +0.05% | -2.42% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.43% | — | -7.88% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.41% | — | -0.62% | |
| 17 | EWG | Ishares Msci Germany ETF | ETF-その他 | 1.38% | — | +7.29% | |
| 18 | AXP | American Express Co | 株式-金融 | 1.34% | — | -0.73% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.32% | +0.15% | -5.37% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.32% | +0.03% | -10.40% | |
| 21 | AXP | American Express Company | 株式-金融 | 1.31% | — | -3.79% | |
| 22 | MMM | 3m Co | 株式-資本財 | 1.28% | — | -1.03% | |
| 23 | GOOG | Alphabet A | 株式-通信サービス | 1.26% | — | -0.50% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 1.26% | +0.06% | -4.74% | |
| 25 | EFX | Equifax INC | 株式-資本財 | 1.20% | — | -2.22% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | — | +0.39% | |
| 27 | ✓ | 株式-その他 | 1.15% | — | +5.24% | ||
| 28 | SLB | Slb LTD | 株式-エネルギー | 1.12% | — | -0.04% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 1.12% | -0.14% | -0.38% | |
| 30 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.10% | -0.58% | +9.33% | |
| 31 | OMC | Omnicom Group | 株式-通信サービス | 1.07% | — | +0.35% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 1.05% | — | -11.39% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.01% | — | -1.31% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | -0.02% | +0.34% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.01% | — | -14.40% | |
| 36 | APD | Air Products & Chemicals INC | 株式-素材 | 1.00% | — | -10.06% | |
| 37 | BEN | Franklin Resources INC | 株式-金融 | 0.96% | — | +176.08% | |
| 38 | ✓ | Powershares ETF Trust Ii | ETF-その他 | 0.95% | — | — | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.95% | +0.41% | +4.18% | |
| 40 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.93% | — | +4.37% | |
| 41 | BWA | Borgwarner INC | 株式-一般消費財 | 0.93% | — | +2.26% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | — | +0.14% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.90% | +0.08% | -1.02% | |
| 44 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.86% | — | +12.84% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | -0.22% | +4.79% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.78% | -0.01% | +4.84% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.78% | — | +3.22% | |
| 48 | BAX | Baxter International INC | 株式-ヘルスケア | 0.77% | — | -0.88% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.76% | +0.07% | +4.45% | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.76% | — | -2.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +2.1% | +67.46% | 増加 |
| 2 | QAI | Nyli Hdg Multi-str Trk ETF | +0.8% | +33.74% | 増加 |
| 3 | TLT | iShares 20+ Year Treasury Bond ETF | +0.5% | +27.12% | 増加 |
| 4 | EZU | Ishares Msci Eurozone ETF | +0.4% | +5.15% | 増加 |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | +0.3% | +7.95% | 増加 |
| 6 | MINT | Pimco Enhanced Short Maturit | +0.3% | +76.41% | 増加 |
| 7 | SCHD | Schwab U.S. Dividend Equity ETF | +0.3% | +107.78% | 増加 |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +4.19% | 増加 |
| 9 | EPP | Ishares Msci Pacific Ex Japa | +0.2% | +3.34% | 増加 |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +14.70% | 増加 |
| 11 | EWG | Ishares Msci Germany ETF | +0.2% | +7.29% | 増加 |
| 12 | SLB | Slb LTD | +0.2% | -0.04% | 減少 |
| 13 | ACWI | Ishares Msci Acwi ETF | +0.1% | +51.45% | 増加 |
| 14 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.43% | 増加 |
| 15 | EWC | Ishares Msci Canada ETF | +0.1% | +9.33% | 増加 |
| 16 | BWA | Borgwarner INC | +0.1% | +2.26% | 増加 |
| 17 | VGK | Vanguard Ftse Europe ETF | +0.1% | +4.18% | 増加 |
| 18 | AAPL | Apple INC | +0.1% | -5.37% | 減少 |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +4.90% | 増加 |
| 20 | ✓ | +0.1% | +5.24% | 増加 | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +12.84% | 増加 |
| 22 | ABBV | Abbvie INC | +0.1% | +4.79% | 増加 |
| 23 | IGM | Ishares Expanded Tech Sector | +0.1% | +4.37% | 増加 |
| 24 | XLI | Ss Industrial Select Sector | +0.1% | +4.84% | 増加 |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +2.06% | 増加 |
| 26 | SNA | Snap-on INC | 0% | -0.08% | 減少 |
| 27 | XLY | Ss Consumer Disc Select Sect | 0% | +6.78% | 増加 |
| 28 | MMM | 3m Co | 0% | -1.03% | 減少 |
| 29 | DHR | Danaher CORP | 0% | -1.02% | 減少 |
| 30 | SYK | Stryker CORP | 0% | +4.45% | 増加 |
| 31 | ✓ | Rydex ETF Trust | 0% | +7.16% | 増加 |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.34% | 増加 |
| 33 | ✓ | Powershares ETF Trust Ii | 0% | +3.48% | 増加 |
| 34 | MBB | Ishares Mbs ETF | -0.1% | -38.64% | 減少 |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -14.18% | 減少 |
| 36 | BAX | Baxter International INC | -0.1% | -0.88% | 減少 |
| 37 | ELD | Wisdomtree Emrg Mkts Debt | -0.1% | -99.56% | 減少 |
| 38 | AXP | American Express Company | -0.1% | -3.79% | 減少 |
| 39 | ✓ | Powershares | -0.2% | -5.72% | 減少 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -2.42% | 減少 |
| 41 | T | At&t INC | -0.2% | -17.42% | 減少 |
| 42 | IBM | Intl Business Machines CORP | -0.3% | -11.39% | 減少 |
| 43 | PG | Procter & Gamble Co/the | -0.3% | -10.40% | 減少 |
| 44 | KO | Coca-cola Co/the | -0.3% | -7.88% | 減少 |
| 45 | ✓ | Powershs Db US Dollar Index | -0.7% | -99.87% | 減少 |
| 46 | IWN | Ishares Russell 2000 Value E | -3.1% | -95.85% | 減少 |
| 47 | ITB | Ishares U.s. Home Constructi | — | EXIT | 全売却 |
| 48 | ✓ | Powershares ETF Trust Ii | — | NEW | 新規購入 |
| 49 | F | Ford Motor Co | — | NEW | 新規購入 |
| 50 | FDN | First Trust Dj Internet Ind | — | NEW | 新規購入 |