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 | 31.64% | — | -0.13% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 9.77% | — | +2.01% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.47% | — | -7.00% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.87% | — | +0.65% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.18% | — | +1.38% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 4.78% | — | +0.39% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.62% | — | +0.04% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.49% | — | -0.10% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.12% | — | +0.05% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.93% | — | +0.07% | |
| 11 | INTC | Intel CORP | 株式-IT | 2.98% | — | — | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.48% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.25% | — | -14.74% | |
| 14 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.13% | — | +3.88% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | — | — | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.05% | — | +0.00% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.05% | — | +0.18% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.92% | — | -0.13% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.87% | — | -0.09% | |
| 20 | GOOG | Alphabet A | 株式-通信サービス | 0.87% | — | -0.08% | |
| 21 | ✓ | Google INC Class C | 株式-その他 | 0.85% | — | -0.08% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.45% | — | +2.32% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.43% | — | +2.41% | |
| 24 | CROX | Crocs INC | 株式-一般消費財 | 0.36% | — | +1.69% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.29% | — | +0.57% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.15% | — | — | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.11% | — | — | |
| 28 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.10% | — | — | |
| 29 | ✓ | 株式-その他 | 0.10% | — | — | ||
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | — | — | |
| 31 | GPRO | Gopro Inc-class A | 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 | IWB | Ishares Russell 1000 ETF | +0.5% | -0.13% | 減少 |
| 2 | MUB | Ishares National Muni Bond E | +0.5% | +2.01% | 増加 |
| 3 | INTC | Intel CORP | +0.4% | — | 変化なし |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | — | 変化なし |
| 5 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.05% | 増加 |
| 6 | ICF | Ishares Select U.s. Reit ETF | +0.1% | +3.88% | 増加 |
| 7 | IWD | Ishares Russell 1000 Value E | 0% | +0.07% | 増加 |
| 8 | AAPL | Apple INC | 0% | +0.57% | 増加 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 変化なし |
| 10 | GOOG | Alphabet A | 0% | -0.08% | 減少 |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | 0% | — | 変化なし |
| 12 | ✓ | Google INC Class C | 0% | -0.08% | 減少 |
| 13 | ✓ | — | — | 変化なし | |
| 14 | WFC | Wells Fargo & Co | — | — | 変化なし |
| 15 | IWV | Ishares Russell 3000 ETF | — | — | 変化なし |
| 16 | AMZN | Amazon.com INC | — | — | 変化なし |
| 17 | EFV | Ishares Msci Eafe Value ETF | 0% | +2.41% | 増加 |
| 18 | EFG | Ishares Msci Eafe Growth ETF | 0% | +2.32% | 増加 |
| 19 | EEM | Ishares Msci Emerging Market | 0% | +0.00% | 増加 |
| 20 | VNQ | Vanguard Real Estate ETF | 0% | +0.18% | 増加 |
| 21 | IWO | Ishares Russell 2000 Growth | -0.1% | -0.13% | 減少 |
| 22 | CROX | Crocs INC | -0.1% | +1.69% | 増加 |
| 23 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -0.10% | 減少 |
| 24 | IWN | Ishares Russell 2000 Value E | -0.1% | -0.09% | 減少 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -14.74% | 減少 |
| 26 | EFA | Ishares Msci Eafe ETF | -0.2% | +1.38% | 増加 |
| 27 | IWM | Ishares Russell 2000 ETF | -0.3% | +0.65% | 増加 |
| 28 | VYM | Vanguard High Dvd Yield ETF | -0.4% | -7.00% | 減少 |
| 29 | IAUUSD | Ishares Gold Trust | -0.4% | +0.39% | 増加 |
| 30 | GLD | Spdr Gold Shares | -0.4% | +0.04% | 増加 |
| 31 | GPRO | Gopro Inc-class A | — | NEW | 新規購入 |