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 | 39.27% | -0.45% | -5.23% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 14.33% | +0.33% | +0.26% | |
| 3 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 7.30% | — | +0.50% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 7.18% | +0.26% | +0.11% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.23% | +0.08% | — | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.84% | +0.11% | — | |
| 7 | ✓ | SPDR Gold Shares | 株式-その他 | 4.81% | +0.19% | — | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.41% | +0.14% | +0.40% | |
| 9 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 2.34% | -0.12% | +22.57% | |
| 10 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.46% | +0.34% | +1.73% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.24% | +0.08% | -89.87% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.17% | +0.18% | +1.82% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.94% | +8.34% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | -1.63% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | +0.13% | +5.24% | |
| 16 | ✓ | Powershares S&P 500 Low Vola | 株式-その他 | 0.65% | — | +2.32% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | +0.24% | +1.50% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.48% | — | -1.79% | |
| 20 | ✓ | AT & T, Inc. New | 株式-その他 | 0.47% | — | — | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | +25.87% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.44% | — | +1.73% | |
| 23 | ✓ | Vail Resorts, Inc. | 株式-その他 | 0.38% | — | — | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 0.37% | — | — | |
| 25 | GIS | General Mills INC | 株式-生活必需品 | 0.35% | — | +4.52% | |
| 26 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.34% | — | — | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.34% | -0.10% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +1% | +0.26% | 増加 |
| 2 | IWO | Ishares Russell 2000 Growth | +0.9% | +0.50% | 増加 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.7% | +0.11% | 増加 |
| 4 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.6% | +22.57% | 増加 |
| 5 | IWN | Ishares Russell 2000 Value E | +0.6% | — | 変化なし |
| 6 | IWP | Ishares Russell Mid-cap Grow | +0.5% | — | 変化なし |
| 7 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +0.40% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.2% | +8.34% | 増加 |
| 9 | PEP | Pepsico INC | +0.1% | +25.87% | 増加 |
| 10 | ✓ | 3m Co | +0.1% | -5.23% | 減少 |
| 11 | IWB | Ishares Russell 1000 ETF | +0.1% | +1.82% | 増加 |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | +1.50% | 増加 |
| 13 | PG | Procter & Gamble Co/the | +0.1% | — | 変化なし |
| 14 | ✓ | Vail Resorts, Inc. | +0.1% | — | 変化なし |
| 15 | JNJ | Johnson & Johnson | +0.1% | +5.24% | 増加 |
| 16 | IWV | Ishares Russell 3000 ETF | 0% | +1.73% | 増加 |
| 17 | CMG | Chipotle Mexican Grill INC | 0% | — | 変化なし |
| 18 | ✓ | Powershares S&P 500 Low Vola | 0% | +2.32% | 増加 |
| 19 | ✓ | AT & T, Inc. New | — | — | 変化なし |
| 20 | GIS | General Mills INC | — | +4.52% | 増加 |
| 21 | ✓ | Exxon Mobil Corporation | 0% | +1.73% | 増加 |
| 22 | AEP | American Electric Power Company, Inc. | 0% | -1.79% | 減少 |
| 23 | PFE | Pfizer INC | 0% | -1.63% | 減少 |
| 24 | IWF | Ishares Russell 1000 Growth | -10% | -89.87% | 減少 |
| 25 | ✓ | SPDR Gold Shares | — | NEW | 新規購入 |
| 26 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 27 | IVW | Ishares S&p 500 Growth ETF | — | NEW | 新規購入 |
| 28 | KO | Coca-cola Co/the | — | EXIT | 全売却 |
| 29 | MCD | Mcdonald's CORP | — | EXIT | 全売却 |
| 30 | SRE | Sempra | — | EXIT | 全売却 |