CIK: 0001569292
申告総資産額
$8.0億
上位200銘柄を表示中（全417銘柄）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.66% | — | +1.63% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 15.00% | — | +1.20% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 11.44% | — | +1.03% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.64% | — | +6.17% | |
| 5 | ✓ | Powershares Act Mang Comm Fd | 株式-その他 | 9.31% | — | +2.13% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 8.30% | — | +2.40% | |
| 7 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 4.99% | — | +11.98% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.82% | — | +10.04% | |
| 9 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 3.49% | — | +10.60% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.86% | — | +10.49% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.95% | — | +5.10% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.65% | — | +11.20% | |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.62% | — | -3.19% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | +69.81% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.59% | — | +13.66% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.55% | — | +16.67% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | — | -4.51% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.46% | — | +339.98% | |
| 19 | EVH | Evolent Health INC - A | 株式-その他 | 0.40% | — | -3.86% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.35% | — | -14.27% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.31% | — | +58.26% | |
| 22 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.26% | — | +10.77% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.20% | — | +44.37% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.19% | — | +3.08% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.17% | — | +83.42% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | — | +157.28% | |
| 27 | TEX | Terex CORP | 株式-資本財 | 0.15% | — | — | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.13% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.12% | — | -2.06% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.12% | — | +6.47% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.12% | — | +80.36% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.11% | — | +47.40% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.11% | — | +60.49% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.10% | — | -2.96% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | +17.57% | |
| 36 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.09% | — | — | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.09% | — | +1.77% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.08% | — | +5219.15% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.08% | — | +97.89% | |
| 40 | MCO | Moody's CORP | 株式-金融 | 0.08% | — | -24.76% | |
| 41 | ✓ | Calavo Growers INC | 株式-その他 | 0.08% | — | -33.11% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.08% | — | -5.35% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.08% | — | — | |
| 44 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.08% | — | — | |
| 45 | MTB | M & T Bank CORP | 株式-金融 | 0.08% | — | — | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.07% | — | +210.71% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.07% | — | +346.23% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.07% | — | +231.90% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.07% | — | +0.59% | |
| 50 | VFH | Vanguard Financials ETF | ETF-その他 | 0.07% | — | -9.40% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +0.3% | +339.98% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.3% | +69.81% | 増加 |
| 3 | JPIN | JPM Diversified Ret Intl Eq | +0.2% | +11.98% | 増加 |
| 4 | VT | Vanguard Tot World Stk ETF | +0.2% | +10.04% | 増加 |
| 5 | SCHX | Schwab US Large-cap ETF | +0.2% | +10.49% | 増加 |
| 6 | AAPL | Apple INC | +0.1% | +16.67% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.1% | +58.26% | 増加 |
| 8 | CWI | State Street Spdr Msci Acwi | +0.1% | +10.60% | 増加 |
| 9 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +2.40% | 増加 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +157.28% | 増加 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +83.42% | 増加 |
| 12 | PM | Philip Morris International | +0.1% | +5219.15% | 増加 |
| 13 | V | Visa Inc-class A Shares | +0.1% | +44.37% | 増加 |
| 14 | EVH | Evolent Health INC - A | +0.1% | -3.86% | 減少 |
| 15 | WMT | Walmart INC | +0.1% | +346.23% | 増加 |
| 16 | HD | Home Depot INC | +0.1% | +80.36% | 増加 |
| 17 | NVDA | Nvidia CORP | +0.1% | +210.71% | 増加 |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | +565.65% | 増加 |
| 19 | PFE | Pfizer INC | +0.1% | +60.49% | 増加 |
| 20 | UNH | Unitedhealth Group INC | +0.1% | +231.90% | 増加 |
| 21 | WFC | Wells Fargo & Co | +0.1% | +1364.44% | 増加 |
| 22 | MMM | 3m Co | 0% | +468.81% | 増加 |
| 23 | NFLX | Netflix INC | 0% | +413.22% | 増加 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.63% | 増加 |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +11.20% | 増加 |
| 26 | GOOG | Alphabet Inc-cl C | 0% | +47.40% | 増加 |
| 27 | PFF | Ishares Preferred & Income S | 0% | +97.89% | 増加 |
| 28 | LMT | Lockheed Martin CORP | 0% | +181.82% | 増加 |
| 29 | NEE | Nextera Energy INC | 0% | +548.00% | 増加 |
| 30 | DTH | Wisdomtree International Hig | 0% | +129.94% | 増加 |
| 31 | CAT | Caterpillar INC | 0% | +16566.67% | 増加 |
| 32 | BABA | Alibaba Group Holding-sp Adr | 0% | +100.36% | 増加 |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | 0% | +13.66% | 増加 |
| 34 | QDF | Flexshares Quality Dividend | 0% | +10.77% | 増加 |
| 35 | IWD | Ishares Russell 1000 Value E | 0% | +5.10% | 増加 |
| 36 | MCO | Moody's CORP | 0% | -24.76% | 減少 |
| 37 | ✓ | Calavo Growers INC | -0.1% | -33.11% | 減少 |
| 38 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -14.27% | 減少 |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +6.17% | 増加 |
| 40 | ✓ | Powershares Act Mang Comm Fd | -0.4% | +2.13% | 増加 |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.5% | +1.03% | 増加 |
| 42 | EFA | Ishares Msci Eafe ETF | -0.9% | +1.20% | 増加 |
| 43 | TEX | Terex CORP | — | NEW | 新規購入 |
| 44 | COST | Costco Wholesale CORP | — | NEW | 新規購入 |
| 45 | WBA | Walgreens Boots Alliance INC | — | NEW | 新規購入 |
| 46 | MTB | M & T Bank CORP | — | NEW | 新規購入 |
| 47 | CET | Central Securities CORP | — | EXIT | 全売却 |
| 48 | BBTUSD | Bb&t CORP | — | NEW | 新規購入 |
| 49 | HES | Hess CORP | — | EXIT | 全売却 |
| 50 | WSFS | Wsfs Financial CORP | — | NEW | 新規購入 |