CIK: 0001596920
申告総資産額
$2.2億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 16.24% | — | +10.19% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.08% | +1.76% | -1.96% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 12.54% | — | +5.26% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 9.96% | — | +2.54% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.56% | — | +4.41% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.61% | -0.01% | +3.91% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.73% | — | -4.88% | |
| 8 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.58% | — | -3.00% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.91% | — | +4.05% | |
| 10 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 2.65% | — | -13.85% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.56% | — | -5.63% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.39% | — | -8.86% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.36% | — | -0.10% | |
| 14 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.88% | +0.35% | -4.58% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.50% | — | -4.76% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.50% | — | -9.84% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.48% | — | -6.44% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.45% | — | -7.30% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 0.43% | +0.29% | — | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.43% | +0.14% | -4.98% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | — | -21.78% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.35% | — | -4.94% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.31% | — | -7.68% | |
| 24 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.30% | — | — | |
| 25 | USB | US Bancorp | 株式-金融 | 0.25% | — | +0.54% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.25% | — | -15.49% | |
| 27 | BBTUSD | Bb&t CORP | 株式-その他 | 0.21% | — | — | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | — | -0.21% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | — | — | |
| 30 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.18% | — | — | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | -17.76% | |
| 32 | AXP | American Express Company | 株式-金融 | 0.14% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | -0.02% | -58.27% | |
| 34 | SPLKCHF | Splunk INC | 株式-その他 | 0.13% | — | — | |
| 35 | INTC | Intel CORP | 株式-IT | 0.13% | — | -35.79% | |
| 36 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.12% | — | — | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.12% | — | — | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.11% | — | — | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.11% | -0.03% | — | |
| 40 | UGI | Ugi CORP | 株式-公益事業 | 0.10% | — | — | |
| 41 | MMS | Maximus INC | 株式-資本財 | 0.09% | — | — | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.09% | — | — | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.09% | +0.04% | — | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.09% | — | — | |
| 45 | ✓ | Delta Natural Gas Co INC | 株式-その他 | 0.09% | — | — | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.08% | — | — | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.08% | +0.22% | — | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.07% | -0.01% | — | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.07% | — | — | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.07% | — | — |