CIK: 0001567784
申告総資産額
$18.8億
上位200銘柄を表示中（全1246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 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 13.79% | — | +14.56% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 11.78% | — | +2.32% | |
| 3 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 3.86% | — | +188.98% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.59% | — | +16.30% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.64% | — | +12.63% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.04% | — | +2.36% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.02% | — | +2.32% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.81% | — | +11.67% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.80% | — | +2.41% | |
| 10 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.79% | — | +26.51% | |
| 11 | MLPXUSD | Global X Mlp & Energy Infras | ETF-その他 | 1.75% | — | -4.50% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | — | +1.54% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.59% | — | +2.84% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.54% | — | +1.62% | |
| 15 | ✓ | Global X Fds | 株式-その他 | 1.52% | — | +17.31% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.50% | — | +2.06% | |
| 17 | PH | Parker-Hannifin Corporation | 株式-資本財 | 1.19% | — | +1.51% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.07% | — | +23.74% | |
| 19 | DUK | Duke Energy CORP | 株式-公益事業 | 1.04% | — | +7.50% | |
| 20 | DOW | Dow Chem Co | 株式-素材 | 1.00% | — | -1.14% | |
| 21 | BBTUSD | Bb&t CORP | 株式-その他 | 0.92% | — | -0.00% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +0.49% | |
| 23 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 0.85% | — | +0.63% | |
| 24 | ✓ | Powershares Global ETF Trust E | ETF-その他 | 0.79% | — | +0.60% | |
| 25 | PXF | Invesco Ftse Rafi Developed | ETF-その他 | 0.76% | — | +16.21% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | +17.83% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +9.60% | |
| 28 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.70% | — | -1.04% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | +3.24% | |
| 30 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.68% | — | +3.38% | |
| 31 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 0.67% | — | +24.90% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +10.96% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | +15.84% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.61% | — | +3.76% | |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.54% | — | +40.38% | |
| 36 | ✓ | 株式-その他 | 0.54% | — | +5.86% | ||
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.48% | — | +9.25% | |
| 38 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 0.45% | — | -10.29% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.45% | — | -1.87% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | -0.69% | |
| 41 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.42% | — | +47.34% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | +0.96% | |
| 43 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 0.40% | — | +1.70% | |
| 44 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.40% | — | -44.95% | |
| 45 | LOB | Live Oak Bancshares INC | 株式-その他 | 0.39% | — | +36.92% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | -13.28% | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.38% | — | -0.15% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | — | +7.24% | |
| 49 | PDM | Piedmont Realty Trust, Inc. | 株式-その他 | 0.35% | — | +1.83% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.34% | — | -1.79% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Exchange Listed Fds Tr | +2.5% | +188.98% | 増加 |
| 2 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +0.8% | +14.56% | 増加 |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | +0.3% | +26.51% | 増加 |
| 4 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +16.30% | 増加 |
| 5 | AAPL | Apple INC | +0.2% | +2.32% | 増加 |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +23.74% | 増加 |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +40.38% | 増加 |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +64.90% | 増加 |
| 9 | ✓ | Global X Fds | +0.1% | +17.31% | 増加 |
| 10 | JPIN | JPM Diversified Ret Intl Eq | +0.1% | +24.90% | 増加 |
| 11 | ✓ | Powershares ETF Tr Ii | +0.1% | +47.34% | 増加 |
| 12 | PXF | Invesco Ftse Rafi Developed | +0.1% | +16.21% | 増加 |
| 13 | LOB | Live Oak Bancshares INC | +0.1% | +36.92% | 増加 |
| 14 | FVD | First Trust Value Line Dvd | +0.1% | +381.86% | 増加 |
| 15 | PDP | Invesco Dwa Momentum ETF | +0.1% | +63.11% | 増加 |
| 16 | MSFT | Microsoft CORP | +0.1% | +2.36% | 増加 |
| 17 | ✓ | +0.1% | +5.86% | 増加 | |
| 18 | PH | Parker-Hannifin Corporation | +0.1% | +1.51% | 増加 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.84% | 増加 |
| 20 | BAC | Bank Of America CORP | +0.1% | +7.24% | 増加 |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +17.83% | 増加 |
| 22 | AMAT | Applied Materials INC | 0% | -0.15% | 減少 |
| 23 | HDV | Ishares Core High Dividend E | 0% | +30.00% | 増加 |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | +32.62% | 増加 |
| 25 | PG | Procter & Gamble Co/the | 0% | +10.96% | 増加 |
| 26 | BMY | Bristol-myers Squibb Co | 0% | +70.34% | 増加 |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | +12.07% | 増加 |
| 28 | SON | Sonoco Products Co | 0% | +10.17% | 増加 |
| 29 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | 0% | +0.63% | 増加 |
| 30 | ✓ | Powershares Global ETF Trust E | 0% | +0.60% | 増加 |
| 31 | IOO | Ishares Global 100 ETF | 0% | +3.38% | 増加 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +0.49% | 増加 |
| 33 | BBTUSD | Bb&t CORP | -0.1% | -0.00% | 減少 |
| 34 | KMI | Kinder Morgan INC | -0.1% | -68.98% | 減少 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +2.84% | 増加 |
| 36 | ✓ | Gramercy Ppty Tr | -0.1% | -95.09% | 減少 |
| 37 | BDCLUSD | Etracs 2x Wells Fargo Bdci | -0.1% | -86.14% | 減少 |
| 38 | MLPXUSD | Global X Mlp & Energy Infras | -0.1% | -4.50% | 減少 |
| 39 | WFC | Wells Fargo & Co | -0.1% | -1.87% | 減少 |
| 40 | GSLC | Goldman Activebeta US Lc ETF | -0.1% | +2.41% | 増加 |
| 41 | AEP | American Electric Power Company, Inc. | -0.1% | +11.67% | 増加 |
| 42 | CVX | Chevron CORP | -0.1% | -13.28% | 減少 |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +2.06% | 増加 |
| 44 | WT | Wisdomtree INC | -0.1% | -54.73% | 減少 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | +12.63% | 増加 |
| 46 | DBEU | Xtrackers Msci Europe Hedged | -0.4% | -44.95% | 減少 |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -1.3% | +2.32% | 増加 |
| 48 | ✓ | UBS AG London Brh | — | EXIT | 全売却 |
| 49 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 50 | JNJ | Johnson & Johnson | — | EXIT | 全売却 |