CIK: 0001360798
申告総資産額
$23.7億
| # | 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 | AMZN | Amazon.com, Inc. | 株式-一般消費財 | 10.42% | — | -11.78% | |
| 2 | ✓ | Credit Suisse Nassau Brh Etn L | 株式-その他 | 8.44% | — | +11.47% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 8.00% | +0.13% | -1.46% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 7.91% | — | -8.15% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.76% | +0.28% | +11.59% | |
| 6 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 5.39% | — | -1.05% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.94% | — | -0.51% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.83% | — | -11.52% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.72% | — | -2.38% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.62% | — | +0.15% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.49% | -0.34% | EXIT | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.23% | -0.38% | EXIT | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.69% | — | -9.14% | |
| 14 | AAPL | Apple Computer | 株式-IT | 1.62% | — | -2.54% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.25% | -0.23% | EXIT | |
| 16 | GBX | Greenbrier Companies INC | 株式-その他 | 1.20% | — | +5.18% | |
| 17 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.07% | — | -4.39% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.01% | -6.59% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.79% | — | -14.23% | |
| 20 | INTC | Intel CORP | 株式-IT | 0.78% | -0.32% | EXIT | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.64% | +0.18% | +96.12% | |
| 22 | PCAR | Paccar INC | 株式-資本財 | 0.63% | — | -0.46% | |
| 23 | ✓ | 株式-その他 | 0.62% | — | -5.99% | ||
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.58% | — | +3.81% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | — | +8.29% | |
| 26 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.49% | — | +1.31% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.46% | — | +4.89% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.45% | — | -1.07% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | +1.85% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | -1.49% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.53% | -0.32% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.41% | — | -4.02% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | — | +11.03% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.41% | — | -4.60% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | — | +4.02% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | +8.72% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | -0.40% | EXIT | |
| 38 | TWXCHF | Time Warner INC | 株式-その他 | 0.32% | — | +0.44% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.32% | — | +5.08% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.27% | — | +7.47% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.26% | — | +3.18% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | — | -11.12% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | — | -25.43% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.24% | -0.34% | EXIT | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.24% | — | +2.97% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | +10.73% | |
| 47 | SWCHF | Sierra Wireless INC | 株式-その他 | 0.23% | — | — | |
| 48 | UTXZ | United Tech CORP | 株式-その他 | 0.22% | — | -0.57% | |
| 49 | NEWREUR | New Relic INC | 株式-その他 | 0.22% | — | — | |
| 50 | TBI | Trueblue INC | 株式-その他 | 0.22% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +11.59% | 増加 |
| 2 | ✓ | Credit Suisse Nassau Brh Etn L | +0.4% | +11.47% | 増加 |
| 3 | AMZN | Amazon.com, Inc. | +0.4% | -11.78% | 減少 |
| 4 | ✓ | +0.2% | -5.99% | 減少 | |
| 5 | V | Visa Inc-class A Shares | +0.1% | +70.53% | 増加 |
| 6 | SBUX | Starbucks CORP | +0.1% | +96.12% | 増加 |
| 7 | VZ | Verizon Communications INC | +0.1% | +54.16% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +1.85% | 増加 |
| 9 | AEP | American Electric Power Company, Inc. | +0.1% | +4.89% | 増加 |
| 10 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | -1.58% | 減少 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +11.03% | 増加 |
| 12 | TBI | Trueblue INC | +0.1% | — | 変化なし |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +8.29% | 増加 |
| 14 | WFC | Wells Fargo & Co | 0% | +3.81% | 増加 |
| 15 | DIS | Walt Disney Co/the | 0% | +13.20% | 増加 |
| 16 | ABT | Abbott Laboratories | 0% | +33.19% | 増加 |
| 17 | NKE | Nike INC -cl B | 0% | +6.49% | 増加 |
| 18 | AAPL | Apple Computer | 0% | -2.54% | 減少 |
| 19 | EFA | Ishares Msci Eafe ETF | 0% | -0.51% | 減少 |
| 20 | ORCL | Oracle CORP | 0% | -5.46% | 減少 |
| 21 | IWS | Ishares Russell Mid-cap Valu | 0% | -4.02% | 減少 |
| 22 | IWB | Ishares Russell 1000 ETF | 0% | -1.46% | 減少 |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | -2.38% | 減少 |
| 24 | CVX | Chevron CORP | -0.1% | -11.12% | 減少 |
| 25 | SWCHF | Sierra Wireless INC | -0.1% | — | 変化なし |
| 26 | PG | Procter & Gamble Co/the | -0.1% | -25.43% | 減少 |
| 27 | IWO | Ishares Russell 2000 Growth | -0.1% | -14.23% | 減少 |
| 28 | BRK-B | Berkshire Hathaway Inc. | -0.1% | -4.39% | 減少 |
| 29 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -9.14% | 減少 |
| 30 | GBX | Greenbrier Companies INC | -0.2% | +5.18% | 増加 |
| 31 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.4% | -1.05% | 減少 |
| 32 | IWF | Ishares Russell 1000 Growth | -0.5% | -11.52% | 減少 |
| 33 | IWV | Ishares Russell 3000 ETF | -0.6% | -8.15% | 減少 |
| 34 | ADP | Automatic Data Processing | — | EXIT | 全売却 |
| 35 | ADP | Automatic Data Processing, Inc. | — | NEW | 新規購入 |
| 36 | Z | Zillow Group, Inc. | — | EXIT | 全売却 |
| 37 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 38 | VIG | Vanguard Dividend Apprec ETF | — | NEW | 新規購入 |
| 39 | ✓ | Linkedin CORP | — | EXIT | 全売却 |
| 40 | EFV | Ishares Msci Eafe Value ETF | — | EXIT | 全売却 |
| 41 | ✓ | Juno Therapeutics | — | NEW | 新規購入 |
| 42 | OMC | Omnicom Group | — | EXIT | 全売却 |
| 43 | DE | Deere & Co | — | NEW | 新規購入 |
| 44 | BFH | Bread Financial Holdings INC | — | EXIT | 全売却 |
| 45 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 46 | DHR | Danaher CORP | — | NEW | 新規購入 |
| 47 | LEG | Leggett & Platt INC | — | NEW | 新規購入 |
| 48 | ✓ | FTSE RAFI US 1500 Small Cap | — | NEW | 新規購入 |
| 49 | AVY | Avery Dennison CORP | — | EXIT | 全売却 |
| 50 | UPS | United Parcel Service-cl B | — | NEW | 新規購入 |