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 | 39.16% | -0.45% | +0.07% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 13.29% | +0.33% | — | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 11.20% | +0.08% | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.44% | +0.26% | +377.96% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 6.37% | — | +247.53% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 4.78% | +0.08% | — | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.28% | +0.11% | +229.00% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.13% | +0.14% | — | |
| 9 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 1.76% | -0.12% | -68.78% | |
| 10 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.47% | +0.34% | -20.33% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.06% | +0.18% | -14.30% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | -1.97% | |
| 13 | ✓ | Powershares S&P 500 Low Vola | 株式-その他 | 0.62% | — | -16.07% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | +0.13% | -26.79% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -25.08% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.94% | -21.35% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.49% | — | -29.23% | |
| 18 | ✓ | AT & T, Inc. New | 株式-その他 | 0.47% | — | -18.50% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | +0.24% | -15.52% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.40% | — | -12.72% | |
| 21 | GIS | General Mills INC | 株式-生活必需品 | 0.35% | — | -5.00% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | -24.13% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | -8.87% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.32% | — | — | |
| 25 | ✓ | Vail Resorts, Inc. | 株式-その他 | 0.32% | — | -50.00% | |
| 26 | SRE | Sempra | 株式-公益事業 | 0.32% | — | — | |
| 27 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.31% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +4.1% | +377.96% | 増加 |
| 2 | IWO | Ishares Russell 2000 Growth | +3.3% | +247.53% | 増加 |
| 3 | IWN | Ishares Russell 2000 Value E | +2.2% | +229.00% | 増加 |
| 4 | GIS | General Mills INC | -0.2% | -5.00% | 減少 |
| 5 | MCD | Mcdonald's CORP | -0.3% | — | 変化なし |
| 6 | KO | Coca-cola Co/the | -0.3% | -8.87% | 減少 |
| 7 | PFE | Pfizer INC | -0.3% | -1.97% | 減少 |
| 8 | IWV | Ishares Russell 3000 ETF | -0.4% | -12.72% | 減少 |
| 9 | PEP | Pepsico INC | -0.4% | -24.13% | 減少 |
| 10 | ✓ | AT & T, Inc. New | -0.4% | -18.50% | 減少 |
| 11 | IWM | Ishares Russell 2000 ETF | -0.5% | -15.52% | 減少 |
| 12 | ✓ | Powershares S&P 500 Low Vola | -0.6% | -16.07% | 減少 |
| 13 | JNJ | Johnson & Johnson | -0.7% | -26.79% | 減少 |
| 14 | PG | Procter & Gamble Co/the | -0.7% | -25.08% | 減少 |
| 15 | AEP | American Electric Power Company, Inc. | -0.7% | -29.23% | 減少 |
| 16 | MSFT | Microsoft CORP | -0.7% | -21.35% | 減少 |
| 17 | ✓ | Vail Resorts, Inc. | -0.7% | -50.00% | 減少 |
| 18 | IWB | Ishares Russell 1000 ETF | -1% | -14.30% | 減少 |
| 19 | ✓ | Exxon Mobil Corporation | -1.4% | -20.33% | 減少 |
| 20 | ✓ | State Street SPDR S&P 500 ETF Trust | -7.7% | -68.78% | 減少 |
| 21 | ✓ | 3m Co | -24.6% | +0.07% | 増加 |
| 22 | IWD | Ishares Russell 1000 Value E | — | NEW | 新規購入 |
| 23 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |
| 24 | IWP | Ishares Russell Mid-cap Grow | — | NEW | 新規購入 |
| 25 | IWS | Ishares Russell Mid-cap Valu | — | NEW | 新規購入 |
| 26 | ABT | Abbott Laboratories | — | EXIT | 全売却 |
| 27 | SRE | Sempra | — | NEW | 新規購入 |
| 28 | IVW | Ishares S&p 500 Growth ETF | — | EXIT | 全売却 |
| 29 | CMG | Chipotle Mexican Grill INC | — | NEW | 新規購入 |