CIK: 0001367786
申告総資産額
$1.7億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 40.13% | — | +2.40% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 16.49% | — | +2.57% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 12.89% | — | +735.54% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.69% | — | +15.32% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 4.48% | — | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.12% | — | +9.03% | |
| 7 | DVN | Devon Energy CORP | 株式-エネルギー | 2.56% | — | — | |
| 8 | ✓ | Proshares | 株式-その他 | 2.38% | — | — | |
| 9 | IBM | Intl Business Machines CORP | 株式-IT | 1.82% | — | -30.20% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | — | -0.07% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.43% | — | +89.66% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.33% | — | +102.81% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.70% | — | -2.11% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | — | — | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.62% | — | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.62% | — | -8.46% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | -16.17% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.56% | — | +0.14% | |
| 19 | EMR | Emerson Electric Co | 株式-資本財 | 0.50% | — | +29.17% | |
| 20 | USB | US Bancorp | 株式-金融 | 0.48% | — | -19.65% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.34% | — | -1.39% | |
| 22 | ✓ | Cepheid | 株式-その他 | 0.31% | — | — | |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.31% | — | +0.52% | |
| 24 | LOPE | Grand Canyon Education INC | 株式-生活必需品 | 0.30% | — | — | |
| 25 | BDC | Belden INC | 株式-IT | 0.29% | — | -1.18% | |
| 26 | PRAA | PRA Group, Inc. | 株式-その他 | 0.28% | — | — | |
| 27 | ✓ | Ultimate Software Group INC | 株式-その他 | 0.27% | — | — | |
| 28 | MMS | Maximus INC | 株式-資本財 | 0.25% | — | — | |
| 29 | ✓ | Exco Resources INC | 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 | VEU | Vanguard Ftse All-world Ex-u | +11% | +735.54% | 増加 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.5% | +102.81% | 増加 |
| 3 | VB | Vanguard Small-cap ETF | +0.5% | +89.66% | 増加 |
| 4 | EMR | Emerson Electric Co | — | +29.17% | 増加 |
| 5 | ✓ | Exco Resources INC | 0% | — | 変化なし |
| 6 | BDC | Belden INC | 0% | -1.18% | 減少 |
| 7 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | +0.52% | 増加 |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -1.39% | 減少 |
| 9 | AEP | American Electric Power Company, Inc. | -0.1% | +0.14% | 増加 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | — | 変化なし |
| 11 | DVN | Devon Energy CORP | -0.2% | — | 変化なし |
| 12 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -8.46% | 減少 |
| 13 | EFA | Ishares Msci Eafe ETF | -0.2% | -2.11% | 減少 |
| 14 | IWD | Ishares Russell 1000 Value E | -0.3% | +15.32% | 増加 |
| 15 | USB | US Bancorp | -0.3% | -19.65% | 減少 |
| 16 | IVV | Ishares Core S&p 500 ETF | -0.3% | -16.17% | 減少 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -0.07% | 減少 |
| 18 | IWF | Ishares Russell 1000 Growth | -0.4% | +9.03% | 増加 |
| 19 | IBM | Intl Business Machines CORP | -1.7% | -30.20% | 減少 |
| 20 | VIG | Vanguard Dividend Apprec ETF | -3.4% | +2.57% | 増加 |
| 21 | VOO | Vanguard S&p 500 ETF | -7.8% | +2.40% | 増加 |
| 22 | SCZ | Ishares Msci Eafe Small-cap | — | NEW | 新規購入 |
| 23 | XLK | Ss Technology Select Sector | — | EXIT | 全売却 |
| 24 | ✓ | Proshares | — | NEW | 新規購入 |
| 25 | JBLU | Jetblue Airways CORP | — | EXIT | 全売却 |
| 26 | IWR | Ishares Russell Mid-cap ETF | — | NEW | 新規購入 |
| 27 | ✓ | Cepheid | — | NEW | 新規購入 |
| 28 | LOPE | Grand Canyon Education INC | — | NEW | 新規購入 |
| 29 | PRAA | PRA Group, Inc. | — | NEW | 新規購入 |
| 30 | ✓ | Ultimate Software Group INC | — | NEW | 新規購入 |
| 31 | PEP | Pepsico INC | — | EXIT | 全売却 |
| 32 | MMS | Maximus INC | — | NEW | 新規購入 |