CIK: 0001486083
申告総資産額
$3.0億
| # | 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 | ✓ | 3m Co | 株式-その他 | 80.97% | -0.45% | +26.26% | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.37% | — | — | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.03% | +0.11% | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.95% | +0.26% | +2.73% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.47% | — | — | |
| 6 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 1.23% | -0.12% | +27.42% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.12% | +0.18% | +5.64% | |
| 8 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.95% | +0.34% | +0.40% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.94% | -1.96% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | — | |
| 12 | ✓ | Powershares S&P 500 Low Vola | 株式-その他 | 0.74% | — | +5.17% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.13% | +0.88% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | 3m Co | +4.7% | +26.26% | 増加 |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.1% | +27.42% | 増加 |
| 3 | ✓ | Powershares S&P 500 Low Vola | -0.1% | +5.17% | 増加 |
| 4 | IWB | Ishares Russell 1000 ETF | -0.1% | +5.64% | 増加 |
| 5 | PEP | Pepsico INC | -0.1% | — | 変化なし |
| 6 | JNJ | Johnson & Johnson | -0.2% | +0.88% | 増加 |
| 7 | ✓ | Exxon Mobil Corporation | -0.3% | +0.40% | 増加 |
| 8 | PG | Procter & Gamble Co/the | -0.3% | — | 変化なし |
| 9 | EFA | Ishares Msci Eafe ETF | -0.3% | +2.73% | 増加 |
| 10 | MSFT | Microsoft CORP | -0.3% | -1.96% | 減少 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | 変化なし |
| 12 | IWO | Ishares Russell 2000 Growth | -0.5% | — | 変化なし |
| 13 | IWN | Ishares Russell 2000 Value E | -0.5% | — | 変化なし |
| 14 | ✓ | — | EXIT | 全売却 | |
| 15 | SRE | Sempra | — | EXIT | 全売却 |