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 | 13.64% | — | -1.05% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 12.88% | — | +1.94% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.05% | +1.76% | -1.93% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 10.95% | — | +20.81% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.94% | — | +34.25% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 6.47% | — | -3.58% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 6.29% | — | +47.19% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.01% | -0.01% | -2.30% | |
| 9 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.37% | — | -9.39% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.47% | — | -3.48% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | — | — | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.20% | — | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.60% | — | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.30% | — | +27.18% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.04% | — | +0.95% | |
| 16 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.91% | +0.35% | -6.04% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.58% | — | -6.61% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 0.56% | +0.29% | -0.65% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.50% | +0.14% | +3.49% | |
| 20 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.42% | — | +227.25% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | — | -34.54% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.29% | — | +29.37% | |
| 23 | USB | US Bancorp | 株式-金融 | 0.25% | — | -1.05% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.25% | — | +11992.59% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | +22.28% | |
| 26 | BBTUSD | Bb&t CORP | 株式-その他 | 0.20% | — | -0.97% | |
| 27 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.19% | — | — | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | +6.87% | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.16% | -0.01% | +8062.50% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.15% | — | — | |
| 31 | INTC | Intel CORP | 株式-IT | 0.15% | — | +1.33% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.14% | — | +42.72% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.14% | — | -60.19% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.13% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | +0.06% | — | |
| 36 | SPLKCHF | Splunk INC | 株式-その他 | 0.13% | — | — | |
| 37 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.12% | — | +5888.89% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | -0.02% | -30.60% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.11% | — | -0.58% | |
| 40 | WPC | Wp Carey INC | 株式-不動産 | 0.11% | — | — | |
| 41 | AAPL | Apple INC | 株式-IT | 0.11% | -0.04% | +701.33% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | -0.03% | +3000.00% | |
| 43 | ANETEUR | Arista Networks INC | 株式-その他 | 0.10% | — | — | |
| 44 | ✓ | Delta Natural Gas Co INC | 株式-その他 | 0.10% | — | — | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.09% | +0.04% | — | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.09% | -0.03% | -12.92% | |
| 47 | MMS | Maximus INC | 株式-資本財 | 0.09% | — | — | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.09% | +0.22% | +0.10% | |
| 49 | ICE | Intercontinental Exchange In | 株式-金融 | 0.08% | — | — | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.08% | — | — |