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 | 73.01% | -0.45% | +0.02% | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 7.16% | -0.12% | +226.72% | |
| 3 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.05% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.87% | +0.26% | +5.62% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.78% | +0.11% | — | |
| 6 | ✓ | Exxon Mobil Corporation | 株式-その他 | 2.56% | +0.34% | +197.76% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.74% | +0.18% | +20.53% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 1.27% | — | — | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | +45.46% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | +0.13% | +25.13% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.94% | -3.22% | |
| 12 | ✓ | Powershares S&P 500 Low Vola | 株式-その他 | 0.91% | — | +19.72% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.83% | — | — |
| # | 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 | +4.8% | +226.72% | 増加 |
| 2 | ✓ | Exxon Mobil Corporation | +1.6% | +197.76% | 増加 |
| 3 | PG | Procter & Gamble Co/the | +0.3% | +45.46% | 増加 |
| 4 | IWB | Ishares Russell 1000 ETF | +0.2% | +20.53% | 増加 |
| 5 | JNJ | Johnson & Johnson | +0.2% | +25.13% | 増加 |
| 6 | ✓ | Powershares S&P 500 Low Vola | +0.1% | +19.72% | 増加 |
| 7 | MSFT | Microsoft CORP | 0% | -3.22% | 減少 |
| 8 | EFA | Ishares Msci Eafe ETF | -0.1% | +5.62% | 増加 |
| 9 | IWN | Ishares Russell 2000 Value E | -0.3% | — | 変化なし |
| 10 | IWO | Ishares Russell 2000 Growth | -0.6% | — | 変化なし |
| 11 | ✓ | 3m Co | -6% | +0.02% | 増加 |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 全売却 |
| 13 | PFE | Pfizer INC | — | NEW | 新規購入 |
| 14 | AEP | American Electric Power Company, Inc. | — | NEW | 新規購入 |
| 15 | PEP | Pepsico INC | — | EXIT | 全売却 |