CIK: 0001393389
申告総資産額
$6.9億
上位200銘柄を表示中（全559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 | UPS | United Parcel Service-cl B | 株式-資本財 | 39.57% | +0.20% | -0.41% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 15.05% | +0.11% | -1.69% | |
| 3 | RWX | State Street Spdr Dow Jones | ETF-その他 | 4.56% | — | -0.32% | |
| 4 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.61% | — | +11.53% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.38% | — | -0.67% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.53% | — | -1.43% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.43% | — | -4.02% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.23% | -0.01% | +11.80% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.14% | — | +14.81% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.05% | -0.02% | +0.05% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.00% | — | -4.63% | |
| 12 | AAPL | Apple INC | 株式-IT | 0.83% | +0.18% | -2.20% | |
| 13 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.75% | — | -1.21% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | -0.03% | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | — | -3.59% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | +0.14% | +0.07% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.43% | — | -6.64% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | +0.11% | +14.63% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | -0.05% | -1.59% | |
| 20 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.40% | — | +1.18% | |
| 21 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.40% | -0.07% | -0.07% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 0.39% | -0.09% | +43.54% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | — | +0.01% | |
| 24 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.35% | — | +101.13% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | +38.74% | |
| 26 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.32% | — | -2.61% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.31% | — | -0.74% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | +16.67% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | — | +0.97% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | -0.22% | -1.27% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | — | |
| 32 | INTC | Intel CORP | 株式-IT | 0.26% | — | +12.99% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.25% | — | — | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.25% | — | — | |
| 35 | GOOG | Alphabet A | 株式-通信サービス | 0.23% | — | — | |
| 36 | EWA | Ishares Msci Australia ETF | ETF-その他 | 0.23% | — | — | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | — | -3.67% | |
| 38 | BAX | Baxter International INC | 株式-ヘルスケア | 0.21% | — | — | |
| 39 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.21% | — | +0.13% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.21% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | -3.38% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.20% | — | — | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.20% | — | -2.99% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | — | -3.01% | |
| 45 | ✓ | Google INC Class C | 株式-その他 | 0.20% | — | +0.08% | |
| 46 | SLB | Slb LTD | 株式-エネルギー | 0.20% | — | +92.78% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.19% | — | — | |
| 48 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.18% | — | -1.00% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.51% | — | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.17% | — | — |