CIK: 0001570251
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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 29.71% | — | -11.77% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 10.58% | — | +5.47% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.05% | — | -7.57% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.83% | — | -14.72% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.17% | — | +3.12% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.60% | — | +4.75% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.30% | — | -2.07% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.09% | — | -2.09% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.86% | — | -18.99% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.83% | — | -16.80% | |
| 11 | INTC | Intel CORP | 株式-IT | 3.17% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.91% | — | +82.89% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.76% | — | — | |
| 14 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.64% | — | +5.58% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.34% | — | -6.45% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.19% | — | -0.85% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.03% | — | +1.63% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.01% | — | -2.59% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.95% | — | -1.95% | |
| 20 | GOOG | Alphabet A | 株式-通信サービス | 0.80% | — | — | |
| 21 | ✓ | Google INC Class C | 株式-その他 | 0.79% | — | — | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.41% | — | -7.08% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.38% | — | -7.05% | |
| 24 | CROX | Crocs INC | 株式-一般消費財 | 0.37% | — | +1.66% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.33% | — | +1.04% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.16% | — | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.13% | — | — | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.12% | — | +0.04% | |
| 29 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.11% | — | — | |
| 30 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.11% | — | — | |
| 31 | ✓ | 株式-その他 | 0.09% | — | — | ||
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | — | — | |
| 33 | ✓ | Allergan INC | 株式-その他 | 0.09% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.4% | +82.89% | 増加 |
| 2 | MUB | Ishares National Muni Bond E | +0.8% | +5.47% | 増加 |
| 3 | ICF | Ishares Select U.s. Reit ETF | +0.5% | +5.58% | 増加 |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | — | 変化なし |
| 5 | INTC | Intel CORP | +0.2% | — | 変化なし |
| 6 | IWF | Ishares Russell 1000 Growth | +0.2% | -2.07% | 減少 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.2% | -7.57% | 減少 |
| 8 | IWD | Ishares Russell 1000 Value E | +0.2% | -2.09% | 減少 |
| 9 | VNQ | Vanguard Real Estate ETF | +0.1% | -0.85% | 減少 |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +4.75% | 増加 |
| 11 | IWO | Ishares Russell 2000 Growth | +0.1% | -2.59% | 減少 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -6.45% | 減少 |
| 13 | IWN | Ishares Russell 2000 Value E | +0.1% | -1.95% | 減少 |
| 14 | AAPL | Apple INC | 0% | +1.04% | 増加 |
| 15 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 16 | IWV | Ishares Russell 3000 ETF | 0% | +0.04% | 増加 |
| 17 | ✓ | Powershares Qqq Trust Ser 1 | 0% | — | 変化なし |
| 18 | CROX | Crocs INC | 0% | +1.66% | 増加 |
| 19 | AMZN | Amazon.com INC | — | — | 変化なし |
| 20 | EFA | Ishares Msci Eafe ETF | 0% | +3.12% | 増加 |
| 21 | ✓ | 0% | — | 変化なし | |
| 22 | EEM | Ishares Msci Emerging Market | 0% | +1.63% | 増加 |
| 23 | EFG | Ishares Msci Eafe Growth ETF | 0% | -7.08% | 減少 |
| 24 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -7.05% | 減少 |
| 25 | ✓ | Google INC Class C | -0.1% | — | 変化なし |
| 26 | GOOG | Alphabet A | -0.1% | — | 変化なし |
| 27 | VYM | Vanguard High Dvd Yield ETF | -0.6% | -14.72% | 減少 |
| 28 | GLD | Spdr Gold Shares | -0.8% | -16.80% | 減少 |
| 29 | IAUUSD | Ishares Gold Trust | -0.9% | -18.99% | 減少 |
| 30 | IWB | Ishares Russell 1000 ETF | -1.9% | -11.77% | 減少 |
| 31 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新規購入 |
| 32 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 33 | ✓ | Allergan INC | — | NEW | 新規購入 |
| 34 | GPRO | Gopro Inc-class A | — | EXIT | 全売却 |