CIK: 0001379995
申告総資産額
$50.5億
| # | 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 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 15.53% | — | — | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 11.87% | — | — | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 10.88% | -1.52% | — | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.15% | — | — | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.34% | -0.03% | — | |
| 6 | UBS | UBS Group AG | 株式-金融 | 3.12% | — | — | |
| 7 | IWC | Ishares Micro-cap ETF | ETF-その他 | 2.80% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.41% | — | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.11% | -0.06% | — | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 1.76% | — | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.57% | -0.04% | — | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.39% | — | — | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.33% | — | — | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.99% | — | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.99% | -0.02% | — | |
| 16 | USCI | United States Commodity Inde | ETF-コモディティ | 0.82% | — | — | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 0.82% | +0.02% | — | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 0.79% | — | — | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.74% | -0.21% | — | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.68% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | -0.06% | — | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | — | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.06% | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.60% | -1.04% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | -0.08% | — | |
| 28 | PNC | Pnc Financial Services Group | 株式-金融 | 0.54% | — | — | |
| 29 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.54% | — | — | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | — | |
| 31 | T | At&t INC | 株式-通信サービス | 0.46% | — | — | |
| 32 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.44% | — | — | |
| 33 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 0.44% | -0.04% | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | — | |
| 35 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.43% | — | — | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | — | |
| 37 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.41% | — | — | |
| 38 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.41% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | -0.16% | — | |
| 40 | INTC | Intel CORP | 株式-IT | 0.39% | +0.03% | — | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.39% | — | — | |
| 42 | ✓ | 株式-その他 | 0.39% | — | — | ||
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.38% | — | — | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.38% | — | — | |
| 45 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.37% | — | — | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | — | |
| 47 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.36% | — | — | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.35% | — | — | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.34% | — | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.34% | — | — |