CIK: 0001578370
申告総資産額
$4.6億
| # | 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 | ✓ | Advisorshares Tr | 株式-その他 | 27.00% | — | +3.99% | |
| 2 | ✓ | Advisorshares Tr | 株式-その他 | 21.11% | — | +1.41% | |
| 3 | ✓ | Advisorshares Tr | 株式-その他 | 16.16% | — | +5.31% | |
| 4 | ✓ | ETF Ser Solutions | 株式-その他 | 4.67% | — | +6.33% | |
| 5 | ✓ | 株式-その他 | 3.38% | — | +5.19% | ||
| 6 | IFGL | Ishares International Develo | ETF-その他 | 3.00% | — | +2.73% | |
| 7 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 2.88% | — | +168.59% | |
| 8 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.70% | — | +5.59% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.62% | — | — | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.31% | — | +1.28% | |
| 11 | XHS | Ss Spdr S&p Hc Services ETF | ETF-その他 | 1.96% | — | +2.89% | |
| 12 | USB | US Bancorp | 株式-金融 | 1.77% | — | — | |
| 13 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.98% | — | — | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.91% | — | -2.16% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.06% | NEW | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -2.12% | -0.25% | |
| 18 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.70% | — | -1.26% | |
| 19 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.69% | — | -2.75% | |
| 20 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.67% | — | +36.97% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | +0.16% | -2.16% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.12% | +9.45% | |
| 23 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.39% | — | +9.74% | |
| 24 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.39% | — | — | |
| 25 | ABMDEUR | Abiomed INC | 株式-その他 | 0.36% | — | — | |
| 26 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.32% | — | +3.01% | |
| 27 | ✓ | Pacific Continental CORP | 株式-その他 | 0.28% | — | — | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | — | |
| 29 | PCAR | Paccar INC | 株式-資本財 | 0.26% | — | +0.48% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.24% | -0.05% | +8.81% | |
| 31 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.20% | — | -3.85% | |
| 32 | ✓ | Rubicon Minerals CORP | 株式-その他 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AOR | Ishares Core 60/40 Balanced | +1.8% | +168.59% | 増加 |
| 2 | ✓ | Advisorshares Tr | +0.5% | +3.99% | 増加 |
| 3 | ✓ | Advisorshares Tr | +0.3% | +5.31% | 増加 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +27.81% | 増加 |
| 5 | AOA | Ishares Core 80/20 Aggressiv | +0.2% | +36.97% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.1% | -0.25% | 減少 |
| 7 | CVX | Chevron CORP | +0.1% | +9.45% | 増加 |
| 8 | ✓ | 0% | +5.19% | 増加 | |
| 9 | COST | Costco Wholesale CORP | 0% | -2.16% | 減少 |
| 10 | ✓ | Pacific Continental CORP | 0% | — | 変化なし |
| 11 | DLN | Wisdomtree US Largecap Divid | — | — | 変化なし |
| 12 | IWC | Ishares Micro-cap ETF | 0% | +3.01% | 増加 |
| 13 | AAPL | Apple INC | 0% | +8.81% | 増加 |
| 14 | SBUX | Starbucks CORP | 0% | — | 変化なし |
| 15 | DEM | Wisdomtree Emerging Markets | 0% | +9.74% | 増加 |
| 16 | GILD | Gilead Sciences INC | 0% | -3.85% | 減少 |
| 17 | PCAR | Paccar INC | 0% | +0.48% | 増加 |
| 18 | ABMDEUR | Abiomed INC | 0% | — | 変化なし |
| 19 | IWO | Ishares Russell 2000 Growth | -0.1% | +1.28% | 増加 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | 変化なし |
| 21 | AOM | Ishares Core 40/60 Moderate | -0.1% | -1.26% | 減少 |
| 22 | AOK | Ishares Core 30/70 Conservat | -0.1% | -2.75% | 減少 |
| 23 | XHS | Ss Spdr S&p Hc Services ETF | -0.1% | +2.89% | 増加 |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | -2.16% | 減少 |
| 25 | IFGL | Ishares International Develo | -0.2% | +2.73% | 増加 |
| 26 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.2% | +5.59% | 増加 |
| 27 | ✓ | ETF Ser Solutions | -0.4% | +6.33% | 増加 |
| 28 | ✓ | Advisorshares Tr | -1.5% | +1.41% | 増加 |
| 29 | ✓ | Proshares Tr | — | EXIT | 全売却 |
| 30 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | 新規購入 |
| 31 | ✓ | — | EXIT | 全売却 | |
| 32 | USB | US Bancorp | — | NEW | 新規購入 |
| 33 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 34 | ✓ | Rubicon Minerals CORP | — | NEW | 新規購入 |