CIK: 0001434641
申告総資産額
$2.6億
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.84% | -2.06% | +0.33% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.19% | -0.41% | +1.82% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.83% | -0.64% | +12.35% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.71% | +0.14% | -5.93% | |
| 5 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.67% | +0.27% | -4.70% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.56% | -0.58% | -10.86% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.34% | -1.07% | -9.11% | |
| 8 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 2.26% | -0.06% | -12.74% | |
| 9 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 2.09% | -1.00% | -8.75% | |
| 10 | ✓ | Powershares ETF Tr Ii S&p Smcp | ETF-その他 | 2.07% | — | -10.78% | |
| 11 | ECON | Columbia Resear Enh Em Econ | ETF-その他 | 2.01% | -0.59% | -10.89% | |
| 12 | EOG | Eog Resources INC | 株式-エネルギー | 1.99% | -0.58% | -17.32% | |
| 13 | FDX | Fedex CORP | 株式-資本財 | 1.99% | -0.37% | -22.00% | |
| 14 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.92% | — | -16.34% | |
| 15 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 1.87% | — | -9.25% | |
| 16 | DSL | Doubleline Income Solutions | 株式-その他 | 1.86% | — | -5.71% | |
| 17 | CME | Cme Group INC | 株式-金融 | 1.86% | +0.32% | -38.57% | |
| 18 | IACIEUR | Iac/interactivecorp | 株式-その他 | 1.77% | -0.13% | -36.00% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.75% | — | -10.94% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.73% | +1.28% | +66.33% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.71% | +0.05% | -1.95% | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 1.64% | +0.04% | -13.29% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.53% | -0.07% | +31.74% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.50% | — | -2.67% | |
| 25 | AL | Air Lease CORP | 株式-その他 | 1.47% | -0.38% | -9.35% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.47% | -0.33% | -9.29% | |
| 27 | GLW | Corning INC | 株式-IT | 1.46% | -0.05% | -11.82% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.44% | -0.27% | -9.84% | |
| 29 | C | Citigroup INC | 株式-金融 | 1.42% | -0.30% | +10.95% | |
| 30 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 1.39% | -0.12% | — | |
| 31 | ✓ | 株式-その他 | 1.34% | -0.35% | — | ||
| 32 | XPO | Xpo INC | 株式-資本財 | 1.34% | -0.60% | -10.27% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 1.27% | — | +463.47% | |
| 34 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.23% | — | +40.52% | |
| 35 | ✓ | 株式-その他 | 1.22% | -0.90% | -10.11% | ||
| 36 | BWA | Borgwarner INC | 株式-一般消費財 | 1.17% | -0.08% | -16.02% | |
| 37 | MET | Metlife INC | 株式-金融 | 1.15% | +0.02% | -15.68% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.14% | -0.31% | -3.40% | |
| 39 | BG | Bunge Global SA | 株式-生活必需品 | 1.14% | -0.06% | -8.36% | |
| 40 | GT | Goodyear Tire & Rubber Co | 株式-一般消費財 | 1.12% | -0.03% | -11.50% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | -0.01% | -61.26% | |
| 42 | DISCKUSD | Discovery Inc-c | 株式-その他 | 1.11% | -0.13% | -10.26% | |
| 43 | AMAT | Applied Materials INC | 株式-IT | 1.08% | — | — | |
| 44 | CF | Cf Industries Holdings INC | 株式-素材 | 1.08% | -0.12% | -10.99% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.05% | +0.76% | +8.84% | |
| 46 | SLB | Slb LTD | 株式-エネルギー | 1.04% | -0.54% | -7.59% | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.00% | -0.51% | -10.66% | |
| 48 | 9990302D | Apache CORP | 株式-その他 | 0.96% | -0.73% | -9.12% | |
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.89% | — | -8.46% | |
| 50 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.88% | — | -6.16% |