CIK: 0001485153
申告総資産額
$3.9億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 48.45% | -2.25% | +0.13% | |
| 2 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 17.03% | +0.80% | -0.80% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 15.62% | +0.59% | +0.53% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.94% | +0.54% | +2.57% | |
| 5 | ISBCUSD | Investors Bancorp INC | 株式-その他 | 1.17% | +0.12% | — | |
| 6 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.83% | — | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | -0.17% | -47.60% | |
| 8 | AAPL | Apple INC | 株式-IT | 0.60% | +0.10% | -2.16% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.47% | +0.07% | -4.42% | |
| 10 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.47% | — | — | |
| 11 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.39% | +0.03% | — | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | -0.09% | -0.82% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | +0.03% | — | |
| 14 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.22% | -0.22% | EXIT | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | — | +8.77% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.02% | -1.29% | |
| 17 | INTC | Intel CORP | 株式-IT | 0.19% | -0.02% | -3.05% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.17% | +0.01% | +5.15% | |
| 19 | PRGO | Perrigo Company plc | 株式-ヘルスケア | 0.16% | — | — | |
| 20 | MTOR | Meritor INC | 株式-その他 | 0.16% | +0.03% | — | |
| 21 | FRPT | Freshpet, Inc. | 株式-生活必需品 | 0.15% | -0.15% | EXIT | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.02% | — | |
| 23 | XRAY | DENTSPLY SIRONA Inc. | 株式-ヘルスケア | 0.14% | — | — | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.14% | — | -6.51% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | — | -2.63% | |
| 26 | ✓ | 株式-その他 | 0.12% | — | +2.37% | ||
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.12% | — | -2.37% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.11% | — | -2.34% | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.11% | +0.03% | -1.87% | |
| 30 | WELL | Welltower Inc. | 株式-不動産 | 0.11% | — | -2.84% | |
| 31 | RTN1USD | Raytheon Company | 株式-その他 | 0.11% | +0.03% | +4.39% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.11% | — | — | |
| 33 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.10% | — | — | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.10% | — | -0.16% | |
| 35 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.10% | — | +3.84% | |
| 36 | BCE | Bce INC | 株式-通信サービス | 0.10% | — | — | |
| 37 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.10% | — | — | |
| 38 | COP | Conocophillips | 株式-エネルギー | 0.09% | — | +1.73% | |
| 39 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.09% | -0.01% | — | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.09% | -0.01% | +3.33% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.08% | — | +6.35% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.08% | — | +3.61% | |
| 43 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.08% | — | — | |
| 44 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.08% | +0.01% | — | |
| 45 | SYMCEUR | Symantec CORP | 株式-その他 | 0.08% | — | — | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.08% | — | — | |
| 47 | MET | Metlife INC | 株式-金融 | 0.08% | — | — | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.08% | +0.01% | +6.72% | |
| 49 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.07% | — | — | |
| 50 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.06% | — | — |