CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全1464銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 1.81% | — | +57.54% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.74% | +0.43% | -73.61% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | +1.83% | +1.21% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | +0.23% | +1.62% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.66% | +6.61% | |
| 6 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.18% | — | +0.49% | |
| 7 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.15% | — | +9.24% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.09% | — | +10.19% | |
| 9 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.07% | — | +3.35% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | — | +3.60% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | — | +0.34% | |
| 12 | WEP | Magellan Midstream Partners | 株式-その他 | 0.84% | — | -1.35% | |
| 13 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.84% | — | +3.12% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 0.82% | -0.11% | +12.91% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | +26.62% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 0.82% | -0.07% | +1.18% | |
| 17 | T | At&t INC | 株式-通信サービス | 0.81% | — | +4.01% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.21% | +2.00% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.71% | — | +10.50% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.11% | -3.78% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.69% | — | +11.90% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.67% | — | +6.76% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.65% | -0.08% | +17.18% | |
| 24 | ET | Energy Transfer LP | 株式-エネルギー | 0.64% | — | +109.36% | |
| 25 | GOOG | Alphabet A | 株式-通信サービス | 0.63% | — | -1.77% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.63% | -0.08% | +1.14% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | +0.04% | +40.59% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | +0.07% | +2.01% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | +7.99% | |
| 30 | WMB | Williams Cos INC | 株式-エネルギー | 0.59% | — | +30.81% | |
| 31 | ✓ | Tesoro Logistics LP | 株式-その他 | 0.54% | — | +4.51% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | — | +276.22% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | +52.45% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | -0.14% | -3.44% | |
| 35 | AWK | American Water Works Co INC | 株式-公益事業 | 0.49% | — | +2.79% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.47% | — | +19.43% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.46% | — | +4.58% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.46% | — | -1.53% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | +43.54% | |
| 40 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.45% | — | -1.11% | |
| 41 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.45% | — | -23.36% | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.44% | — | +6.09% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.44% | — | +0.24% | |
| 44 | OKE | Oneok INC | 株式-エネルギー | 0.43% | — | -0.30% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.42% | — | +46.52% | |
| 46 | FDX | Fedex CORP | 株式-資本財 | 0.41% | — | +19.96% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.40% | — | -12.87% | |
| 48 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.39% | — | +4.82% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.38% | — | -0.19% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | -0.07% | +32.46% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.4% | +276.22% | 増加 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.3% | +52.45% | 増加 |
| 3 | EDD | Morgan Stanley Emrg Mrk Dom | +0.2% | +629.79% | 増加 |
| 4 | PFE | Pfizer INC | +0.2% | +26.62% | 増加 |
| 5 | VZ | Verizon Communications INC | +0.1% | +40.59% | 増加 |
| 6 | WMB | Williams Cos INC | +0.1% | +30.81% | 増加 |
| 7 | NVS | Novartis Ag-sponsored Adr | +0.1% | +46.52% | 増加 |
| 8 | ITB | Ishares U.s. Home Constructi | +0.1% | +2223.27% | 増加 |
| 9 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | +98.09% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.1% | +6.61% | 増加 |
| 11 | IWD | Ishares Russell 1000 Value E | +0.1% | +56.08% | 増加 |
| 12 | AAPL | Apple INC | +0.1% | +57.54% | 増加 |
| 13 | MRK | Merck & Co. INC. | +0.1% | +3.60% | 増加 |
| 14 | BAC | Bank Of America CORP | +0.1% | +32.46% | 増加 |
| 15 | KO | Coca-cola Co/the | +0.1% | +43.54% | 増加 |
| 16 | FLOT | Ishares Floating Rate Bond E | +0.1% | +213.53% | 増加 |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +46.25% | 増加 |
| 18 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.1% | +154.40% | 増加 |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.1% | +247.63% | 増加 |
| 20 | ET | Energy Transfer LP | +0.1% | +109.36% | 増加 |
| 21 | IWL | Ishares Russell Top 200 ETF | +0.1% | +34.79% | 増加 |
| 22 | SCHD | Schwab U.S. Dividend Equity ETF | +0.1% | +9.24% | 増加 |
| 23 | IBM | Intl Business Machines CORP | +0.1% | +12.91% | 増加 |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +17.18% | 増加 |
| 25 | INTC | Intel CORP | +0.1% | +11.90% | 増加 |
| 26 | ✓ | Tesoro Logistics LP | +0.1% | +4.51% | 増加 |
| 27 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +10.19% | 増加 |
| 28 | JNJ | Johnson & Johnson | 0% | +1.21% | 増加 |
| 29 | ✓ | Linkedin CORP | -0.1% | -87.10% | 減少 |
| 30 | HMC | Honda Motor Co Ltd-spons Adr | -0.1% | -93.91% | 減少 |
| 31 | RIG | Transocean Ltd. | -0.1% | -63.74% | 減少 |
| 32 | EEM | Ishares Msci Emerging Market | -0.1% | -49.98% | 減少 |
| 33 | EWW | Ishares Msci Mexico ETF | -0.1% | -61.98% | 減少 |
| 34 | ✓ | -0.1% | -44.52% | 減少 | |
| 35 | CELG | Celgene CORP | -0.1% | -8.91% | 減少 |
| 36 | KRE | Ss Spdr S&p Regional Bank | -0.1% | -51.06% | 減少 |
| 37 | CSCO | Cisco Systems INC | -0.1% | -27.69% | 減少 |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -69.27% | 減少 |
| 39 | FCX | Freeport-mcmoran INC | -0.1% | -51.26% | 減少 |
| 40 | GILD | Gilead Sciences INC | -0.1% | -20.67% | 減少 |
| 41 | SCHF | Schwab Intl Equity ETF | -0.2% | -42.72% | 減少 |
| 42 | AMLPUSD | Alerian Mlp ETF | -0.2% | -41.20% | 減少 |
| 43 | HDV | Ishares Core High Dividend E | -0.3% | -80.54% | 減少 |
| 44 | DXJ | Wisdomtree Japan Hedged Eq | -0.3% | -66.92% | 減少 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -73.61% | 減少 |
| 46 | VOD | Vodafone Group Public Limited Company | — | EXIT | 全売却 |
| 47 | MUSA | Murphy USA INC | — | NEW | 新規購入 |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | — | NEW | 新規購入 |
| 49 | ✓ | Zeltiq Aesthetics INC | — | NEW | 新規購入 |
| 50 | ILF | Ishares Latin America 40 ETF | — | EXIT | 全売却 |