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 | 23.61% | +4.69% | -8.76% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 16.61% | -1.27% | -0.03% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.05% | +0.11% | +0.08% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.67% | -0.32% | +0.04% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.29% | -0.15% | -0.25% | |
| 6 | PLMKW | Plum Acquisition Corp. IV | 株式-その他 | 3.74% | — | — | |
| 7 | WEP | Magellan Midstream Partners | 株式-その他 | 2.99% | -0.49% | +11.86% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.92% | -0.14% | +1.64% | |
| 9 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.50% | -0.22% | +6.26% | |
| 10 | ✓ | Sunoco LP | 株式-その他 | 2.45% | — | +5.09% | |
| 11 | ✓ | Oneok Partners LP | 株式-その他 | 2.13% | — | +5.62% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.91% | -0.11% | +0.02% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.80% | — | +0.19% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.70% | -0.09% | +1.10% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.70% | -0.09% | -0.17% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.63% | -0.07% | -0.32% | |
| 17 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 1.35% | — | +9.77% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.30% | -0.12% | +1.45% | |
| 19 | ✓ | Kinder Morgan, Inc. | 株式-その他 | 1.07% | — | -0.23% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.94% | — | -0.44% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | -5.55% | |
| 22 | ✓ | Oracle Corporation | 株式-その他 | 0.76% | -0.04% | — | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.73% | — | -12.12% | |
| 24 | ✓ | Enbridge Energy Partnersl.p. | 株式-その他 | 0.68% | — | +19.14% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | — | -0.34% | |
| 26 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.59% | -0.28% | +1.20% | |
| 27 | APU | Amerigas Partners LP | 株式-その他 | 0.49% | -0.05% | — | |
| 28 | AAPL | Apple INC | 株式-IT | 0.46% | — | +2.91% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.33% | +0.01% | +51.22% | |
| 30 | ENB | Enbridge Inc. | 株式-エネルギー | 0.30% | -0.04% | +1.90% | |
| 31 | FGP1USD | Ferrellgas Partners-lp | 株式-その他 | 0.27% | -0.01% | -1.42% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.25% | +0.02% | — | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.22% | — | — | |
| 34 | ✓ | Energy Transfer LP | 株式-その他 | 0.21% | — | -1.71% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.19% | — | +0.18% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.18% | -0.02% | — | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.17% | — | +2.30% | |
| 38 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.16% | -0.01% | -2.25% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.16% | -0.03% | — | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | — | -1.14% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | -0.02% | -4.19% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.15% | +0.01% | — | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.15% | -0.02% | +1.96% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.15% | — | — | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.14% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.14% | -0.02% | -1.94% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | -0.01% | +2.26% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.12% | — | — | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.12% | — | — | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.11% | +0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +2.7% | -8.76% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.4% | +0.08% | 増加 |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.1% | +51.22% | 増加 |
| 4 | PLMKW | Plum Acquisition Corp. IV | +0.1% | — | 変化なし |
| 5 | NKE | Nike INC -cl B | 0% | — | 変化なし |
| 6 | COST | Costco Wholesale CORP | 0% | -1.14% | 減少 |
| 7 | IEF | Ishares 7-10 Year Treasury B | 0% | — | 変化なし |
| 8 | MUB | Ishares National Muni Bond E | — | -5.55% | 減少 |
| 9 | DIS | Walt Disney Co/the | — | +2.30% | 増加 |
| 10 | VT | Vanguard Tot World Stk ETF | — | — | 変化なし |
| 11 | ✓ | Fiat SPA Sp ADR Ord | — | — | 変化なし |
| 12 | PG | Procter & Gamble Co/the | — | +2.26% | 増加 |
| 13 | BA | Boeing Co/the | — | — | 変化なし |
| 14 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 15 | JNJ | Johnson & Johnson | 0% | -4.19% | 減少 |
| 16 | VEA | Vanguard Ftse Developed ETF | 0% | — | 変化なし |
| 17 | APU | Amerigas Partners LP | 0% | — | 変化なし |
| 18 | ✓ | Exxon Mobil Corporation | 0% | -2.25% | 減少 |
| 19 | AAPL | Apple INC | 0% | +2.91% | 増加 |
| 20 | FGP1USD | Ferrellgas Partners-lp | 0% | -1.42% | 減少 |
| 21 | CVX | Chevron CORP | 0% | -1.94% | 減少 |
| 22 | WES | Western Midstream Partners, LP | 0% | — | 変化なし |
| 23 | ✓ | Oracle Corporation | 0% | — | 変化なし |
| 24 | ✓ | Enbridge Energy Partnersl.p. | -0.1% | +19.14% | 増加 |
| 25 | ✓ | Energy Transfer LP | -0.1% | -1.71% | 減少 |
| 26 | IWV | Ishares Russell 3000 ETF | -0.1% | +1.64% | 増加 |
| 27 | IWB | Ishares Russell 1000 ETF | -0.1% | -0.17% | 減少 |
| 28 | IWP | Ishares Russell Mid-cap Grow | -0.1% | +0.19% | 増加 |
| 29 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.10% | 増加 |
| 30 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -0.32% | 減少 |
| 31 | IWN | Ishares Russell 2000 Value E | -0.1% | +1.45% | 増加 |
| 32 | IWS | Ishares Russell Mid-cap Valu | -0.1% | +0.02% | 増加 |
| 33 | IWM | Ishares Russell 2000 ETF | -0.1% | -0.44% | 減少 |
| 34 | ENB | Enbridge Inc. | -0.1% | +1.90% | 増加 |
| 35 | ✓ | Oneok Partners LP | -0.1% | +5.62% | 増加 |
| 36 | IWF | Ishares Russell 1000 Growth | -0.1% | +0.04% | 増加 |
| 37 | WEP | Magellan Midstream Partners | -0.1% | +11.86% | 増加 |
| 38 | EPD | Enterprise Products Partners | -0.2% | +6.26% | 増加 |
| 39 | EEM | Ishares Msci Emerging Market | -0.2% | -12.12% | 減少 |
| 40 | PAA | Plains All Amer Pipeline LP | -0.3% | +9.77% | 増加 |
| 41 | ✓ | Kinder Morgan, Inc. | -0.3% | -0.23% | 減少 |
| 42 | IWO | Ishares Russell 2000 Growth | -0.4% | -0.25% | 減少 |
| 43 | ✓ | Sunoco LP | -0.5% | +5.09% | 増加 |
| 44 | IWD | Ishares Russell 1000 Value E | -0.9% | -0.03% | 減少 |
| 45 | IVW | Ishares S&p 500 Growth ETF | — | NEW | 新規購入 |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | 新規購入 |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | — | NEW | 新規購入 |
| 48 | ✓ | iShares 20+ Year Treasury Bond ETF | — | NEW | 新規購入 |
| 49 | CLX | Clorox Company | — | NEW | 新規購入 |
| 50 | IJS | Ishares S&p Small-cap 600 Va | — | NEW | 新規購入 |