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 | 30.10% | — | -1.07% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 10.60% | — | -1.29% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.30% | — | -1.18% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.65% | — | +2.29% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.05% | — | +5.92% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.04% | — | -14.13% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.39% | — | -2.54% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.05% | — | -1.02% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.92% | — | +0.22% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.74% | — | -3.75% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.21% | — | +8.49% | |
| 12 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.72% | — | -2.37% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.69% | — | — | |
| 14 | INTC | Intel CORP | 株式-IT | 2.56% | — | -7.24% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.28% | — | — | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.26% | — | — | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.06% | — | -2.56% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.96% | — | -1.78% | |
| 19 | GOOG | Alphabet A | 株式-通信サービス | 0.85% | — | -0.11% | |
| 20 | ✓ | Google INC Class C | 株式-その他 | 0.84% | — | -0.11% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.52% | — | -51.24% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.43% | — | -2.82% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.41% | — | +0.70% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.40% | — | +6.12% | |
| 25 | CROX | Crocs INC | 株式-一般消費財 | 0.36% | — | +1.64% | |
| 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% | — | — | |
| 29 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.11% | — | — | |
| 30 | ✓ | 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 | EFA | Ishares Msci Eafe ETF | +0.5% | +2.29% | 増加 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +5.92% | 増加 |
| 3 | IWB | Ishares Russell 1000 ETF | +0.4% | -1.07% | 減少 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +8.49% | 増加 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | -1.18% | 減少 |
| 6 | IWF | Ishares Russell 1000 Growth | +0.1% | -2.54% | 減少 |
| 7 | ICF | Ishares Select U.s. Reit ETF | +0.1% | -2.37% | 減少 |
| 8 | AAPL | Apple INC | +0.1% | +6.12% | 増加 |
| 9 | VNQ | Vanguard Real Estate ETF | +0.1% | — | 変化なし |
| 10 | IAUUSD | Ishares Gold Trust | +0.1% | +0.22% | 増加 |
| 11 | IWO | Ishares Russell 2000 Growth | +0.1% | -2.56% | 減少 |
| 12 | GOOG | Alphabet A | +0.1% | -0.11% | 減少 |
| 13 | ✓ | Google INC Class C | +0.1% | -0.11% | 減少 |
| 14 | EFV | Ishares Msci Eafe Value ETF | 0% | +0.70% | 増加 |
| 15 | MUB | Ishares National Muni Bond E | 0% | -1.29% | 減少 |
| 16 | EFG | Ishares Msci Eafe Growth ETF | 0% | -2.82% | 減少 |
| 17 | IWN | Ishares Russell 2000 Value E | 0% | -1.78% | 減少 |
| 18 | ✓ | — | — | 変化なし | |
| 19 | ✓ | Powershares Qqq Trust Ser 1 | — | — | 変化なし |
| 20 | AGG | Ishares Core U.s. Aggregate | — | — | 変化なし |
| 21 | IWV | Ishares Russell 3000 ETF | — | — | 変化なし |
| 22 | WFC | Wells Fargo & Co | — | — | 変化なし |
| 23 | CROX | Crocs INC | 0% | +1.64% | 増加 |
| 24 | IWD | Ishares Russell 1000 Value E | 0% | -1.02% | 減少 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | 変化なし |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 変化なし |
| 27 | GLD | Spdr Gold Shares | -0.1% | -3.75% | 減少 |
| 28 | EEM | Ishares Msci Emerging Market | -0.5% | -51.24% | 減少 |
| 29 | INTC | Intel CORP | -0.6% | -7.24% | 減少 |
| 30 | VYM | Vanguard High Dvd Yield ETF | -0.8% | -14.13% | 減少 |
| 31 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 32 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 33 | ✓ | Allergan INC | — | EXIT | 全売却 |