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 | 33.24% | -0.45% | +0.07% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 14.80% | +0.33% | +20.47% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 13.21% | +0.08% | +24.25% | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 6.85% | — | +10.85% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.84% | +0.26% | +15.89% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.02% | +0.08% | +14.09% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.91% | +0.11% | +15.30% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.53% | +0.14% | +22.30% | |
| 9 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 2.10% | -0.12% | +5.99% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.07% | +0.18% | +8.90% | |
| 11 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.07% | +0.34% | -0.40% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.94% | +1.54% | |
| 13 | ✓ | Powershares S&P 500 Low Vola | 株式-その他 | 0.60% | — | +12.93% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.13% | — | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | +0.24% | +6.10% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | — | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.40% | — | +7.57% | |
| 19 | ✓ | AT & T, Inc. New | 株式-その他 | 0.40% | — | — | |
| 20 | ✓ | Vail Resorts, Inc. | 株式-その他 | 0.38% | — | +1.21% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.34% | — | — | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | -3.77% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 0.29% | — | -11.87% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | -0.10% | — | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | — | |
| 26 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.28% | — | — | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.27% | — | — | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | — | |
| 29 | GIS | General Mills INC | 株式-生活必需品 | 0.26% | — | — | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.25% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1.8% | +24.25% | 増加 |
| 2 | IWD | Ishares Russell 1000 Value E | +0.8% | +20.47% | 増加 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.5% | +15.89% | 増加 |
| 4 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +22.30% | 増加 |
| 5 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +14.09% | 増加 |
| 6 | ✓ | Powershares S&P 500 Low Vola | 0% | +12.93% | 増加 |
| 7 | ✓ | Vail Resorts, Inc. | 0% | +1.21% | 増加 |
| 8 | IWO | Ishares Russell 2000 Growth | 0% | +10.85% | 増加 |
| 9 | IWV | Ishares Russell 3000 ETF | 0% | +7.57% | 増加 |
| 10 | IWB | Ishares Russell 1000 ETF | 0% | +8.90% | 増加 |
| 11 | IVW | Ishares S&p 500 Growth ETF | 0% | — | 変化なし |
| 12 | MCD | Mcdonald's CORP | 0% | — | 変化なし |
| 13 | JNJ | Johnson & Johnson | 0% | — | 変化なし |
| 14 | IWM | Ishares Russell 2000 ETF | 0% | +6.10% | 増加 |
| 15 | PEP | Pepsico INC | 0% | -3.77% | 減少 |
| 16 | VTV | Vanguard Value ETF | 0% | — | 変化なし |
| 17 | KO | Coca-cola Co/the | 0% | — | 変化なし |
| 18 | PG | Procter & Gamble Co/the | -0.1% | — | 変化なし |
| 19 | GIS | General Mills INC | -0.1% | — | 変化なし |
| 20 | MSFT | Microsoft CORP | -0.1% | +1.54% | 増加 |
| 21 | PFE | Pfizer INC | -0.1% | — | 変化なし |
| 22 | TXN | Texas Instruments INC | -0.1% | -11.87% | 減少 |
| 23 | ✓ | AT & T, Inc. New | -0.1% | — | 変化なし |
| 24 | AEP | American Electric Power Company, Inc. | -0.1% | — | 変化なし |
| 25 | IWN | Ishares Russell 2000 Value E | -0.1% | +15.30% | 増加 |
| 26 | ✓ | State Street SPDR S&P 500 ETF Trust | -0.1% | +5.99% | 増加 |
| 27 | ✓ | Exxon Mobil Corporation | -0.3% | -0.40% | 減少 |
| 28 | ✓ | 3m Co | -2.9% | +0.07% | 増加 |
| 29 | CMG | Chipotle Mexican Grill INC | — | NEW | 新規購入 |
| 30 | PM | Philip Morris International | — | NEW | 新規購入 |