CIK: 0001552426
申告総資産額
$3.9億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 18.81% | +4.69% | +0.74% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 17.43% | -1.27% | +6.98% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.28% | +0.11% | +16.38% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.61% | -0.32% | -0.06% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 4.19% | -0.14% | +1.83% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.17% | -0.15% | -0.10% | |
| 7 | PLMKW | Plum Acquisition Corp. IV | 株式-その他 | 3.66% | — | — | |
| 8 | WEP | Magellan Midstream Partners | 株式-その他 | 3.29% | -0.49% | +0.50% | |
| 9 | ✓ | Sunoco LP | 株式-その他 | 3.04% | — | +100.00% | |
| 10 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.75% | -0.22% | +0.63% | |
| 11 | ✓ | Oneok Partners LP | 株式-その他 | 2.61% | — | +5.35% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.87% | -0.11% | -0.31% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.72% | -0.09% | +1.26% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.62% | — | -0.36% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.43% | -0.09% | +1.00% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.43% | -0.07% | +0.67% | |
| 17 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 1.35% | — | +6.74% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.29% | -0.12% | -0.23% | |
| 19 | EP-PC | El Paso Energy Capital Trust I PFD CV TR SECS | 株式-その他 | 1.12% | — | +22.31% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.03% | — | +0.85% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.94% | — | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.84% | — | +0.56% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.84% | — | — | |
| 24 | ✓ | Oracle Corporation | 株式-その他 | 0.84% | -0.04% | — | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.57% | — | — | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | — | +1.33% | |
| 27 | ✓ | 株式-その他 | 0.51% | — | — | ||
| 28 | ✓ | Enbridge Energy Partnersl.p. | 株式-その他 | 0.50% | — | — | |
| 29 | AAPL | Apple INC | 株式-IT | 0.47% | — | +584.56% | |
| 30 | APU | Amerigas Partners LP | 株式-その他 | 0.44% | -0.05% | — | |
| 31 | ENB | Enbridge Inc. | 株式-エネルギー | 0.39% | -0.04% | +1.86% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | — | — | |
| 33 | ✓ | Regency Energy Partners LP | 株式-その他 | 0.36% | — | — | |
| 34 | FGP1USD | Ferrellgas Partners-lp | 株式-その他 | 0.36% | -0.01% | — | |
| 35 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.36% | -0.01% | +2.42% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.31% | — | — | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.30% | — | — | |
| 38 | KMI | Kinder Morgan, Inc. | 株式-エネルギー | 0.30% | — | — | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.28% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | -0.02% | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | -0.02% | — | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.22% | -0.03% | — | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.21% | -0.02% | +2.68% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | — | +1.19% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | -0.01% | — | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.17% | — | — | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.17% | — | — | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.16% | -0.02% | -4.20% | |
| 49 | TRMB | Trimble INC | 株式-IT | 0.16% | — | — | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.16% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.8% | +6.98% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.7% | +16.38% | 増加 |
| 3 | WEP | Magellan Midstream Partners | +0.4% | +0.50% | 増加 |
| 4 | EP-PC | El Paso Energy Capital Trust I PFD CV TR SECS | +0.3% | +22.31% | 増加 |
| 5 | ✓ | Oneok Partners LP | +0.2% | +5.35% | 増加 |
| 6 | EPD | Enterprise Products Partners | +0.2% | +0.63% | 増加 |
| 7 | PAA | Plains All Amer Pipeline LP | +0.1% | +6.74% | 増加 |
| 8 | ✓ | Enbridge Energy Partnersl.p. | +0.1% | — | 変化なし |
| 9 | ENB | Enbridge Inc. | +0.1% | +1.86% | 増加 |
| 10 | AAPL | Apple INC | 0% | +584.56% | 増加 |
| 11 | FGP1USD | Ferrellgas Partners-lp | 0% | — | 変化なし |
| 12 | ✓ | Regency Energy Partners LP | 0% | — | 変化なし |
| 13 | ✓ | 0% | — | 変化なし | |
| 14 | SLB | Slb LTD | 0% | — | 変化なし |
| 15 | INTC | Intel CORP | 0% | — | 変化なし |
| 16 | KMI | Kinder Morgan, Inc. | 0% | — | 変化なし |
| 17 | APU | Amerigas Partners LP | 0% | — | 変化なし |
| 18 | WES | Western Midstream Partners, LP | 0% | — | 変化なし |
| 19 | CVX | Chevron CORP | 0% | — | 変化なし |
| 20 | DIS | Walt Disney Co/the | 0% | +1.19% | 増加 |
| 21 | PLMKW | Plum Acquisition Corp. IV | — | — | 変化なし |
| 22 | JNJ | Johnson & Johnson | — | — | 変化なし |
| 23 | VBR | Vanguard Small-cap Value ETF | — | — | 変化なし |
| 24 | EEM | Ishares Msci Emerging Market | 0% | +0.85% | 増加 |
| 25 | VUG | Vanguard Growth ETF | 0% | — | 変化なし |
| 26 | ✓ | Exxon Mobil Corporation | 0% | +2.42% | 増加 |
| 27 | VO | Vanguard Mid-cap ETF | 0% | — | 変化なし |
| 28 | IWV | Ishares Russell 3000 ETF | 0% | +1.83% | 増加 |
| 29 | IWB | Ishares Russell 1000 ETF | 0% | +1.00% | 増加 |
| 30 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.67% | 増加 |
| 31 | VV | Vanguard Large-cap ETF | 0% | — | 変化なし |
| 32 | AGG | Ishares Core U.s. Aggregate | 0% | +1.33% | 増加 |
| 33 | VTV | Vanguard Value ETF | 0% | — | 変化なし |
| 34 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.31% | 減少 |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | +0.56% | 増加 |
| 36 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -0.36% | 減少 |
| 37 | IWN | Ishares Russell 2000 Value E | -0.1% | -0.23% | 減少 |
| 38 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.26% | 増加 |
| 39 | ✓ | Sunoco LP | -0.1% | +100.00% | 増加 |
| 40 | IWF | Ishares Russell 1000 Growth | -0.1% | -0.06% | 減少 |
| 41 | IWO | Ishares Russell 2000 Growth | -0.2% | -0.10% | 減少 |
| 42 | AMZN | Amazon.com INC | -1.9% | +0.74% | 増加 |
| 43 | PFE | Pfizer INC | — | EXIT | 全売却 |
| 44 | OXY | Occidental Petroleum CORP | — | NEW | 新規購入 |
| 45 | ✓ | Meta Platforms, Inc. | — | NEW | 新規購入 |
| 46 | KO | Coca-cola Co/the | — | NEW | 新規購入 |
| 47 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 48 | ✓ | Avista Corporation | — | EXIT | 全売却 |
| 49 | SCHF | Schwab Intl Equity ETF | — | NEW | 新規購入 |
| 50 | MUFG | Mitsubishi Ufj Finl-spon Adr | — | NEW | 新規購入 |