CIK: 0001598340
申告総資産額
$5.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 17.37% | — | -28.92% | |
| 2 | IEV | Ishares Europe ETF | ETF-その他 | 12.63% | — | +4.66% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 12.03% | — | -13.56% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 7.64% | +0.57% | -20.24% | |
| 5 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 7.42% | — | -17.55% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.39% | — | -9.57% | |
| 7 | ✓ | Powershares | 株式-その他 | 2.43% | — | +8.59% | |
| 8 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.21% | — | +61.89% | |
| 9 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.54% | — | -25.89% | |
| 10 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.42% | — | +145.94% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.20% | -1.66% | +99.07% | |
| 12 | AMP | Ameriprise Financial INC | 株式-金融 | 1.16% | — | +68.95% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 1.13% | — | +191.20% | |
| 14 | MO | Altria Group INC | 株式-生活必需品 | 0.87% | — | +7.33% | |
| 15 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.83% | — | +81.95% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | — | +64.53% | |
| 17 | M | Macy's INC | 株式-一般消費財 | 0.74% | — | +41.07% | |
| 18 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.72% | — | -15.65% | |
| 19 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.72% | — | +95.06% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 0.63% | — | -34.09% | |
| 21 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.61% | — | +27292.06% | |
| 22 | COTY | Coty Inc-cl A | 株式-その他 | 0.57% | — | +2.64% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.55% | +0.52% | +11.70% | |
| 24 | KDP | Keurig Dr Pepper Inc. | 株式-生活必需品 | 0.54% | — | +6.39% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.53% | — | +83.02% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.53% | — | +21.21% | |
| 27 | ROK | Rockwell Automation INC | 株式-資本財 | 0.51% | — | +123.10% | |
| 28 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.51% | — | — | |
| 29 | AAPL | Apple INC | 株式-IT | 0.50% | -0.80% | -46.23% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.49% | — | +11.74% | |
| 31 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.49% | — | — | |
| 32 | ALL | Allstate CORP | 株式-金融 | 0.48% | — | +10.03% | |
| 33 | COP | Conocophillips | 株式-エネルギー | 0.47% | — | +15.50% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.46% | — | +10.00% | |
| 35 | AAL | American Airlines Group INC | 株式-資本財 | 0.45% | — | +33.67% | |
| 36 | ✓ | Cbs CORP New | 株式-その他 | 0.45% | — | +99.20% | |
| 37 | DLX | Deluxe CORP | 株式-その他 | 0.44% | — | +6.14% | |
| 38 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.42% | — | — | |
| 39 | XXI | Twenty One Capital, Inc. | 株式-その他 | 0.39% | — | — | |
| 40 | DFSEUR | Discover Financial Services | 株式-その他 | 0.37% | — | +7.58% | |
| 41 | XLF | Ss Financial Select Sector | ETF-その他 | 0.37% | — | +20.20% | |
| 42 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.36% | +0.59% | NEW | |
| 43 | HCRSQ | Hi-crush INC | 株式-その他 | 0.36% | — | +316.35% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.35% | -0.61% | -1.32% | |
| 45 | PNW | Pinnacle West Capital | 株式-公益事業 | 0.35% | — | +25.49% | |
| 46 | ✓ | Powershares | 株式-その他 | 0.34% | — | -5.74% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.34% | — | -80.36% | |
| 48 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.34% | — | +19.99% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.33% | — | -6.20% | |
| 50 | BR | Broadridge Financial Solutio | 株式-IT | 0.33% | — | +13.81% |