CIK: 0001129770
申告総資産額
$1.4億
| # | 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 | SHW | Sherwin-williams Co/the | 株式-素材 | 40.22% | -0.25% | -1.36% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 22.39% | -0.41% | -1.49% | |
| 3 | ✓ | Spdr Dow Jones Indl Avrg ETF U | ETF-その他 | 19.86% | +0.30% | -1.04% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 10.07% | -0.02% | -2.37% | |
| 5 | ✓ | 株式-その他 | 2.12% | +0.18% | +0.47% | ||
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.82% | +0.06% | +4.26% | |
| 7 | ✓ | SPDR S&P Homebuild | 株式-その他 | 0.70% | — | -2.79% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.07% | -0.49% | |
| 9 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 株式-その他 | 0.53% | +0.05% | -1.37% | |
| 10 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.39% | +0.04% | -0.32% | |
| 11 | ALL | Allstate CORP | 株式-金融 | 0.34% | +0.02% | -0.29% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -2.97% | |
| 13 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.28% | +0.02% | — | |
| 14 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.27% | +0.07% | — | |
| 15 | ✓ | Equinix Inc New | 株式-その他 | 0.23% | +0.08% | -0.23% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.19% | -0.01% | -0.78% | |
| 17 | ✓ | Visa Inc. | 株式-その他 | 0.18% | -0.01% | — | |
| 18 | ✓ | Microsoft Corp | 株式-その他 | 0.18% | -0.04% | +0.18% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.16% | — | -12.65% | |
| 20 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.15% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Spdr Dow Jones Indl Avrg ETF U | +0.4% | -1.04% | 減少 |
| 2 | SHW | Sherwin-williams Co/the | +0.1% | -1.36% | 減少 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.1% | +4.26% | 増加 |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 0% | -1.49% | 減少 |
| 5 | ✓ | 0% | +0.47% | 増加 | |
| 6 | AMZN | Amazon.com INC | 0% | -0.49% | 減少 |
| 7 | TJX | Tjx Companies INC | 0% | -0.32% | 減少 |
| 8 | AAPL | Apple INC | 0% | -0.78% | 減少 |
| 9 | ✓ | Visa Inc. | — | — | 変化なし |
| 10 | ✓ | Microsoft Corp | 0% | +0.18% | 増加 |
| 11 | ALL | Allstate CORP | 0% | -0.29% | 減少 |
| 12 | ✓ | Equinix Inc New | 0% | -0.23% | 減少 |
| 13 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 0% | -1.37% | 減少 |
| 14 | NJR | New Jersey Resources CORP | 0% | — | 変化なし |
| 15 | PEG | Public Service Enterprise Gp | 0% | — | 変化なし |
| 16 | VUG | Vanguard Growth ETF | 0% | -12.65% | 減少 |
| 17 | HD | Home Depot INC | -0.1% | -2.97% | 減少 |
| 18 | ✓ | SPDR S&P Homebuild | -0.1% | -2.79% | 減少 |
| 19 | IWB | Ishares Russell 1000 ETF | -0.1% | -2.37% | 減少 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | 全売却 |
| 21 | IXN | Ishares Global Tech ETF | — | NEW | 新規購入 |
| 22 | VTV | Vanguard Value ETF | — | EXIT | 全売却 |