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 | 78.96% | -0.45% | -0.02% | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.65% | — | — | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.12% | +0.11% | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.99% | +0.26% | -1.56% | |
| 5 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 2.34% | -0.12% | +82.67% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.56% | +0.18% | +32.86% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.44% | — | — | |
| 8 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.95% | +0.34% | -0.97% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.94% | +0.98% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | +0.13% | +3.86% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | +1.21% | |
| 12 | ✓ | Powershares S&P 500 Low Vola | 株式-その他 | 0.77% | — | +2.60% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | -14.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | State Street SPDR S&P 500 ETF Trust | +1.1% | +82.67% | 増加 |
| 2 | IWB | Ishares Russell 1000 ETF | +0.4% | +32.86% | 増加 |
| 3 | IWO | Ishares Russell 2000 Growth | +0.3% | — | 変化なし |
| 4 | MSFT | Microsoft CORP | +0.1% | +0.98% | 増加 |
| 5 | IWN | Ishares Russell 2000 Value E | +0.1% | — | 変化なし |
| 6 | EFA | Ishares Msci Eafe ETF | 0% | -1.56% | 減少 |
| 7 | JNJ | Johnson & Johnson | 0% | +3.86% | 増加 |
| 8 | ✓ | Powershares S&P 500 Low Vola | 0% | +2.60% | 増加 |
| 9 | PEP | Pepsico INC | 0% | +1.21% | 増加 |
| 10 | ✓ | Exxon Mobil Corporation | — | -0.97% | 減少 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 12 | PG | Procter & Gamble Co/the | -0.1% | -14.57% | 減少 |
| 13 | ✓ | 3m Co | -2% | -0.02% | 減少 |