CIK: 0001334952
申告総資産額
$2.4億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 17.42% | — | +14.78% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 13.84% | -0.11% | -5.17% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 13.81% | -0.25% | -5.18% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.87% | -0.02% | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.20% | — | -81.17% | |
| 6 | ✓ | Proshares | 株式-その他 | 2.07% | — | — | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.93% | — | -4.34% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.91% | -0.09% | -4.35% | |
| 9 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.87% | +0.09% | NEW | |
| 10 | RALS | Proshares Rafi Long/short | ETF-その他 | 1.80% | — | -0.66% | |
| 11 | ✓ | 株式-その他 | 1.46% | — | — | ||
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.38% | — | — | |
| 13 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.35% | — | — | |
| 14 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 1.04% | — | -1.69% | |
| 15 | WEP | Magellan Midstream Partners | 株式-その他 | 1.02% | — | — | |
| 16 | ECL | Ecolab INC | 株式-素材 | 0.91% | — | -1.05% | |
| 17 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.84% | -0.14% | — | |
| 18 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.78% | — | — | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.77% | — | +10.59% | |
| 20 | ✓ | 株式-その他 | 0.76% | — | +231.49% | ||
| 21 | XYL | Xylem INC | 株式-資本財 | 0.75% | — | -0.60% | |
| 22 | BJRI | Bj's Restaurants INC | 株式-その他 | 0.74% | — | — | |
| 23 | SWCHF | Sierra Wireless INC | 株式-その他 | 0.71% | — | -40.44% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.66% | — | +372.46% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.65% | -0.10% | -20.24% | |
| 26 | DJCO | Daily Journal CORP | 株式-その他 | 0.64% | — | — | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.62% | — | +22.78% | |
| 28 | TPR | Tapestry, Inc. | 株式-一般消費財 | 0.58% | — | +9.29% | |
| 29 | DE | Deere & Co | 株式-資本財 | 0.58% | — | -5.35% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | +26.62% | |
| 31 | PLD | Prologis INC | 株式-不動産 | 0.51% | — | -12.27% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.05% | -1.58% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.50% | +0.03% | -2.95% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +5.18% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.49% | — | +14.92% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.49% | — | -4.25% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | -4.37% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.46% | — | — | |
| 39 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.45% | — | -2.18% | |
| 40 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.44% | — | -2.20% | |
| 41 | CERNCHF | Cerner CORP | 株式-その他 | 0.44% | — | -2.22% | |
| 42 | SO | Southern Co/the | 株式-公益事業 | 0.44% | — | -3.42% | |
| 43 | GPN | Global Payments INC | 株式-資本財 | 0.44% | — | -2.09% | |
| 44 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.44% | — | +164.46% | |
| 45 | DVA | Davita INC | 株式-ヘルスケア | 0.43% | — | -1.96% | |
| 46 | PNR | Pentair plc | 株式-資本財 | 0.42% | — | — | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.42% | — | -4.66% | |
| 48 | ✓ | Eg Dj Emrg Mkt Cnsumr Tita | 株式-その他 | 0.41% | — | -3.08% | |
| 49 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.41% | — | — | |
| 50 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.40% | — | -2.53% |