CIK: 0001427806
申告総資産額
$10.6億
| # | 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 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 11.26% | +0.41% | +11.99% | |
| 2 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 6.43% | -0.37% | +4.53% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.20% | +0.01% | +3.47% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.28% | +0.06% | +2.98% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.04% | -0.24% | +34.69% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.73% | — | +5.17% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.36% | -0.10% | +169.19% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.08% | +0.13% | +0.76% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.99% | — | -1.32% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.75% | — | +8.05% | |
| 11 | ✓ | Powershares ETF Trust Ii | ETF-その他 | 1.70% | — | +10.65% | |
| 12 | ✓ | Rydex ETF Trust | ETF-その他 | 1.49% | — | +3.05% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.45% | -0.02% | +4.29% | |
| 14 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.39% | -0.58% | +2.08% | |
| 15 | AAPL | Apple Computer | 株式-IT | 1.28% | — | -3.73% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.22% | +0.05% | -31.99% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.20% | — | +2.03% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.18% | — | +4.36% | |
| 19 | EFX | Equifax INC | 株式-資本財 | 1.18% | — | +1.82% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.17% | +0.10% | +1.93% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.11% | -0.01% | +3.33% | |
| 22 | SYK | Stryker CORP | 株式-ヘルスケア | 1.10% | +0.07% | +2.50% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | +3.65% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | +0.03% | +4.75% | |
| 25 | NDAQ | Nasdaq INC | 株式-金融 | 1.05% | — | -13.49% | |
| 26 | MMM | 3m Co | 株式-資本財 | 0.99% | — | +2.39% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.98% | — | -1.57% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | +0.05% | -0.98% | |
| 29 | ✓ | Rydex ETF Trust | ETF-その他 | 0.95% | — | +9.02% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.95% | -0.14% | +0.15% | |
| 31 | ADP | Automatic Data Processing, Inc. | 株式-IT | 0.94% | — | +2.94% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.94% | — | -3.89% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | +0.02% | +8.48% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +1.66% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | -0.22% | +2.23% | |
| 36 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.88% | — | +2.70% | |
| 37 | OMC | Omnicom Group | 株式-通信サービス | 0.86% | — | +6.95% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.85% | +0.03% | +3.34% | |
| 39 | DHR | Danaher CORP | 株式-ヘルスケア | 0.82% | +0.08% | +2.76% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.81% | — | +9.84% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.81% | — | +0.11% | |
| 42 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.77% | — | +6.06% | |
| 43 | AXP | American Express Company | 株式-金融 | 0.76% | — | -0.34% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.75% | +0.01% | +2.86% | |
| 45 | SNA | Snap-on INC | 株式-資本財 | 0.74% | — | -3.11% | |
| 46 | GD | General Dynamics CORP | 株式-資本財 | 0.71% | — | -0.02% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.68% | +0.03% | -13.73% | |
| 48 | APD | Air Products and Chemicals, Inc. | 株式-素材 | 0.61% | — | +1.08% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | — | -0.10% | |
| 50 | ✓ | Powershares ETF Trust Ii | ETF-その他 | 0.60% | — | +1.85% |