CIK: 0001593038
申告総資産額
$4.7億
| # | 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 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.36% | — | -6.14% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.90% | -0.06% | -3.87% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.63% | — | -13.98% | |
| 4 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 5.55% | — | -8.99% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 5.48% | — | +0.31% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.13% | — | -9.71% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.89% | — | +95.25% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.70% | -0.06% | +4.17% | |
| 9 | FDX | Fedex CORP | 株式-資本財 | 4.44% | -0.05% | EXIT | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.83% | — | +0.98% | |
| 11 | LKQ | Lkq CORP | 株式-一般消費財 | 3.82% | -0.05% | +3.19% | |
| 12 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 3.64% | — | -0.70% | |
| 13 | THO | Thor Industries INC | 株式-一般消費財 | 2.96% | — | +1.71% | |
| 14 | PKG | Packaging CORP Of America | 株式-一般消費財 | 2.73% | — | +1.77% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.50% | — | +63.50% | |
| 16 | DG | Dollar General CORP | 株式-生活必需品 | 2.45% | -0.05% | EXIT | |
| 17 | DY | Dycom Industries INC | 株式-資本財 | 2.42% | — | -41.07% | |
| 18 | MINIEUR | Mobile Mini INC | 株式-その他 | 2.36% | — | +1.63% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.20% | +0.42% | +1.96% | |
| 20 | CLH | Clean Harbors INC | 株式-資本財 | 2.05% | +0.05% | +1.37% | |
| 21 | ✓ | Swift Transn Co | 株式-その他 | 1.90% | — | +1.80% | |
| 22 | THS | Treehouse Foods INC | 株式-その他 | 1.55% | — | +3.48% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.21% | — | +1.08% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.07% | — | +6.58% | |
| 25 | WERN | Werner Enterprises INC | 株式-その他 | 1.02% | — | +0.99% | |
| 26 | MRTN | Marten Transport LTD | 株式-その他 | 1.00% | — | +1.65% | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.78% | — | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | +9.78% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.48% | — | -1.83% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.45% | — | -6.54% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.45% | — | -1.43% | |
| 32 | FMB | First Trust Managed Municipa | ETF-その他 | 0.45% | — | — | |
| 33 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.44% | — | -1.49% | |
| 34 | XLB | Ss Materials Select Sector | ETF-その他 | 0.43% | — | -1.50% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.43% | — | -10.22% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.43% | — | -1.52% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.43% | — | -7.58% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.41% | — | — | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.36% | — | -6.71% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.35% | — | — | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.34% | — | — | |
| 42 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 0.29% | — | -4.42% |