CIK: 0001683046
申告総資産額
$2264.0万
| # | 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 | NDSN | Nordson CORP | 株式-資本財 | 42.66% | +3.04% | — | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 12.98% | -0.70% | — | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 11.11% | -0.35% | -5.02% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 8.22% | -1.42% | EXIT | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.65% | +0.81% | -7.60% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 7.21% | -0.18% | -4.60% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.28% | -0.02% | -1.27% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.37% | -0.29% | +0.01% | |
| 9 | WK | Workiva INC | 株式-IT | 2.05% | -0.40% | -98.50% | |
| 10 | GUT | Gabelli Utility Trust | 株式-その他 | 0.48% | -0.35% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NDSN | Nordson CORP | +24% | — | 変化なし |
| 2 | XOM | Exxon Mobil CORP | +8.2% | — | 変化なし |
| 3 | IWD | Ishares Russell 1000 Value E | +6.4% | -5.02% | 減少 |
| 4 | PG | Procter & Gamble Co/the | +4.7% | -3.74% | 減少 |
| 5 | VEU | Vanguard Ftse All-world Ex-u | +4.1% | -7.60% | 減少 |
| 6 | IDV | Ishares International Select | +4% | -4.60% | 減少 |
| 7 | VTIP | Vanguard Short-term Tips | +2.5% | -1.27% | 減少 |
| 8 | VWO | Vanguard Ftse Emerging Marke | +1.8% | +0.01% | 増加 |
| 9 | GUT | Gabelli Utility Trust | +0.3% | — | 変化なし |
| 10 | WK | Workiva INC | -52.6% | -98.50% | 減少 |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | — | EXIT | 全売却 |
| 12 | ✓ | Powershares | — | EXIT | 全売却 |