CIK: 0001442173
申告総資産額
$4.8億
| # | 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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 5.29% | -0.05% | -0.40% | |
| 2 | SLB | Slb LTD | 株式-エネルギー | 3.73% | -0.68% | +0.50% | |
| 3 | SBUX | Starbucks CORP | 株式-一般消費財 | 3.41% | +0.54% | -0.97% | |
| 4 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 3.28% | — | -0.40% | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 3.24% | +0.13% | +1.29% | |
| 6 | URI | United Rentals INC | 株式-資本財 | 3.21% | -0.37% | +0.65% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 3.20% | +0.47% | +0.22% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.17% | -0.78% | -3.42% | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 3.06% | -0.10% | +1.14% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.05% | +0.42% | +0.01% | |
| 11 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.69% | -0.03% | +0.97% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.66% | +0.20% | +0.67% | |
| 13 | APH | Amphenol Corp-cl A | 株式-IT | 2.66% | +0.13% | +0.43% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 2.49% | -0.01% | +18.29% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.34% | +0.38% | -0.34% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.33% | — | +0.83% | |
| 17 | UTXZ | United Tech CORP | 株式-その他 | 2.33% | -0.15% | +0.81% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | -0.70% | -0.49% | |
| 19 | CBRE | Cbre Group INC - A | 株式-不動産 | 2.22% | +0.16% | +20.34% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 2.17% | +0.06% | +0.11% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.05% | +0.12% | +0.71% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.01% | — | -0.30% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.00% | +0.18% | +3.64% | |
| 24 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.94% | +0.44% | +2.31% | |
| 25 | ✓ | 株式-その他 | 1.73% | — | -0.26% | ||
| 26 | TWXCHF | Time Warner INC | 株式-その他 | 1.73% | — | — | |
| 27 | ✓ | 株式-その他 | 1.49% | — | +11.72% | ||
| 28 | CELG | Celgene CORP | 株式-その他 | 1.41% | -0.20% | +409.46% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.40% | +0.08% | -0.57% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.33% | +0.33% | -24.31% | |
| 31 | COF | Capital One Financial CORP | 株式-金融 | 1.27% | -0.09% | +1.40% | |
| 32 | BKR | Baker Hughes Company | 株式-エネルギー | 1.22% | — | +8.92% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.15% | +0.46% | -23.64% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | — | +0.21% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.03% | — | -0.22% | |
| 36 | EBAY | Ebay INC | 株式-一般消費財 | 1.03% | — | +2.00% | |
| 37 | JCPB | JPMorgan Core Plus Bond ETF | ETF-その他 | 1.03% | — | +4.04% | |
| 38 | SYMCEUR | Symantec CORP | 株式-その他 | 0.82% | — | -1.09% | |
| 39 | ✓ | Capital One Finl CORP | 株式-その他 | 0.80% | — | +0.11% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.74% | +0.04% | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.69% | +0.01% | +2.06% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.69% | — | -2.70% | |
| 43 | GOOG | Alphabet A | 株式-通信サービス | 0.66% | — | +4.54% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.66% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -0.44% | |
| 46 | ✓ | 株式-その他 | 0.63% | — | +8.30% | ||
| 47 | USB | US Bancorp | 株式-金融 | 0.56% | — | +0.65% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.55% | +1.37% | -0.06% | |
| 49 | ✓ | Linkedin CORP | 株式-その他 | 0.51% | — | +2.27% | |
| 50 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.49% | -0.07% | +1.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CELG | Celgene CORP | +1.1% | +409.46% | 増加 |
| 2 | URI | United Rentals INC | +0.5% | +0.65% | 増加 |
| 3 | CBRE | Cbre Group INC - A | +0.4% | +20.34% | 増加 |
| 4 | HD | Home Depot INC | +0.3% | +18.29% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.2% | -0.49% | 減少 |
| 6 | AMBA | Ambarella, Inc. | +0.2% | +94.03% | 増加 |
| 7 | GILD | Gilead Sciences INC | +0.2% | +0.97% | 増加 |
| 8 | XOM | Exxon Mobil CORP | +0.1% | -0.40% | 減少 |
| 9 | LVS | Las Vegas Sands CORP | +0.1% | -0.40% | 減少 |
| 10 | GOOG | Alphabet A | +0.1% | +4.54% | 増加 |
| 11 | ✓ | +0.1% | +11.72% | 増加 | |
| 12 | BKR | Baker Hughes Company | +0.1% | +8.92% | 増加 |
| 13 | AEP | American Electric Power Company, Inc. | +0.1% | +0.83% | 増加 |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +30.80% | 増加 |
| 15 | JCPB | JPMorgan Core Plus Bond ETF | +0.1% | +4.04% | 増加 |
| 16 | ✓ | Capital One Finl CORP | +0.1% | +0.11% | 増加 |
| 17 | BXUSD | Blackstone Group Lp/the | +0.1% | +1.57% | 増加 |
| 18 | APH | Amphenol Corp-cl A | 0% | +0.43% | 増加 |
| 19 | VO | Vanguard Mid-cap ETF | 0% | +16.06% | 増加 |
| 20 | ORCL | Oracle CORP | 0% | +0.11% | 増加 |
| 21 | AXP | American Express Co | 0% | -2.70% | 減少 |
| 22 | MMM | 3m Co | 0% | — | 変化なし |
| 23 | ABT | Abbott Laboratories | 0% | -0.22% | 減少 |
| 24 | AAPL | Apple INC | 0% | -3.42% | 減少 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +0.67% | 増加 |
| 26 | MRSH | Marsh & Mclennan Cos | 0% | +2.31% | 増加 |
| 27 | ✓ | 0% | -0.26% | 減少 | |
| 28 | COF | Capital One Financial CORP | 0% | +1.40% | 増加 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.71% | 増加 |
| 30 | DHR | Danaher CORP | -0.1% | +0.22% | 増加 |
| 31 | HON | Honeywell International INC | -0.1% | +1.14% | 増加 |
| 32 | WFC | Wells Fargo & Co | -0.1% | +1.29% | 増加 |
| 33 | KO | Coca-cola Co/the | -0.1% | -0.30% | 減少 |
| 34 | COST | Costco Wholesale CORP | -0.1% | +3.64% | 増加 |
| 35 | PG | Procter & Gamble Co/the | -0.2% | -0.34% | 減少 |
| 36 | UTXZ | United Tech CORP | -0.2% | +0.81% | 増加 |
| 37 | JNJ | Johnson & Johnson | -0.2% | +0.01% | 増加 |
| 38 | SLB | Slb LTD | -0.4% | +0.50% | 増加 |
| 39 | MRK | Merck & Co. INC. | -0.5% | -23.64% | 減少 |
| 40 | GLD | Spdr Gold Shares | -0.9% | -24.31% | 減少 |
| 41 | ABBV | Abbvie INC | -1% | -77.37% | 減少 |
| 42 | TWXCHF | Time Warner INC | — | NEW | 新規購入 |
| 43 | ✓ | — | EXIT | 全売却 | |
| 44 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 45 | CLRUSD | Continental Resources Inc/ok | — | NEW | 新規購入 |
| 46 | ✓ | Cbs CORP New | — | NEW | 新規購入 |
| 47 | VGTSX | Vanguard Tot Int St Idx-inv | — | EXIT | 全売却 |
| 48 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 49 | EFA | Ishares Msci Eafe ETF | — | NEW | 新規購入 |
| 50 | VOO | Vanguard S&P 500 ETF | — | EXIT | 全売却 |