CIK: 0001631930
申告総資産額
$3.4億
| # | 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 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 5.08% | +0.17% | -1.57% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.44% | +0.23% | -0.01% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.39% | +0.13% | +0.07% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.92% | -0.57% | -1.25% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.86% | — | -1.77% | |
| 6 | CVS | Cvs Health CORP | 株式-ヘルスケア | 3.69% | -0.05% | +1.50% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.53% | -0.46% | +1.59% | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 3.37% | — | -7.12% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 3.33% | -0.92% | -4.25% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.31% | -0.09% | -4.22% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.97% | — | +0.29% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.72% | -0.06% | -6.20% | |
| 13 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 2.55% | — | -20.24% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.51% | +0.17% | — | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.39% | — | +0.58% | |
| 16 | MMM | 3m Co | 株式-資本財 | 1.95% | — | -8.50% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.85% | +0.21% | -7.71% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.83% | -0.48% | — | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.52% | -0.15% | — | |
| 20 | TGT | Target CORP | 株式-一般消費財 | 1.51% | +0.09% | — | |
| 21 | MET | Metlife INC | 株式-金融 | 1.48% | — | +3.72% | |
| 22 | SNI | Scripps Networks Inter-cl A | 株式-その他 | 1.42% | — | -8.50% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.36% | +0.13% | +0.24% | |
| 24 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.36% | — | +3.27% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.11% | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.27% | -0.17% | -1.51% | |
| 27 | AXP | American Express Company | 株式-金融 | 1.27% | — | — | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.27% | -0.08% | -4.26% | |
| 29 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.23% | +0.18% | -29.37% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 1.22% | -0.05% | — | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 1.19% | — | -8.25% | |
| 32 | ALL | Allstate CORP | 株式-金融 | 1.13% | — | — | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.08% | -0.01% | +6.39% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.05% | +0.06% | +2.18% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.04% | -0.06% | +1.96% | |
| 36 | ACN | Accenture plc | 株式-IT | 1.04% | -0.14% | — | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 1.02% | — | -1.09% | |
| 38 | GM | General Motors Co | 株式-一般消費財 | 0.99% | -0.08% | +178.02% | |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.97% | — | -2.38% | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.97% | — | -2.14% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.84% | — | +19.91% | |
| 42 | KSS | Kohls CORP | 株式-一般消費財 | 0.84% | — | +2.64% | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.82% | +0.05% | +24.24% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.78% | — | -0.39% | |
| 45 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.77% | — | +2.05% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.14% | -1.05% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.65% | — | — | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.64% | — | — | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.63% | -0.88% | -6.02% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.62% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GM | General Motors Co | +0.7% | +178.02% | 増加 |
| 2 | AEP | American Electric Power Company, Inc. | +0.5% | +0.29% | 増加 |
| 3 | PG | Procter & Gamble Co/the | +0.2% | +0.58% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.2% | — | 変化なし |
| 5 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +19.91% | 増加 |
| 6 | COP | Conocophillips | +0.1% | +24.24% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.1% | -1.05% | 減少 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.25% | 減少 |
| 9 | NVDA | Nvidia CORP | +0.1% | -6.02% | 減少 |
| 10 | BAC | Bank Of America CORP | +0.1% | — | 変化なし |
| 11 | VNQ | Vanguard Real Estate ETF | +0.1% | -1.77% | 減少 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | — | 変化なし |
| 13 | ROP | Roper Technologies INC | +0.1% | +1.52% | 増加 |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.01% | 減少 |
| 15 | AXP | American Express Company | +0.1% | — | 変化なし |
| 16 | MET | Metlife INC | +0.1% | +3.72% | 増加 |
| 17 | VLO | Valero Energy CORP | +0.1% | — | 変化なし |
| 18 | CVX | Chevron CORP | +0.1% | -7.71% | 減少 |
| 19 | VZ | Verizon Communications INC | +0.1% | +0.24% | 増加 |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +6.39% | 増加 |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | — | 変化なし |
| 22 | IBB | Ishares Biotechnology ETF | +0.1% | — | 変化なし |
| 23 | ALL | Allstate CORP | +0.1% | — | 変化なし |
| 24 | WFC | Wells Fargo & Co | +0.1% | — | 変化なし |
| 25 | CVS | Cvs Health CORP | 0% | +1.50% | 増加 |
| 26 | ACN | Accenture plc | 0% | — | 変化なし |
| 27 | VT | Vanguard Tot World Stk ETF | 0% | +1.96% | 増加 |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.07% | 増加 |
| 29 | GILD | Gilead Sciences INC | 0% | -1.57% | 減少 |
| 30 | ✓ | Powershares Global ETF Trust | -0.1% | -21.80% | 減少 |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -37.47% | 減少 |
| 32 | MMM | 3m Co | -0.1% | -8.50% | 減少 |
| 33 | CHRW | C.h. Robinson Worldwide INC | -0.1% | +3.27% | 増加 |
| 34 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -4.22% | 減少 |
| 35 | TGT | Target CORP | -0.2% | — | 変化なし |
| 36 | AAPL | Apple INC | -0.2% | +1.59% | 増加 |
| 37 | ORCL | Oracle CORP | -0.2% | -4.25% | 減少 |
| 38 | IBM | Intl Business Machines CORP | -0.2% | -8.25% | 減少 |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.3% | -6.20% | 減少 |
| 40 | EEMV | Ishares Msci Emg Mkt Min Vol | -0.4% | -7.12% | 減少 |
| 41 | DGS | Wisdomtree Em Small Cap | -0.6% | -29.37% | 減少 |
| 42 | AMLPUSD | Alerian Mlp ETF | -0.8% | -20.24% | 減少 |
| 43 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 44 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 45 | MUR | Murphy Oil CORP | — | EXIT | 全売却 |
| 46 | 9990302D | Apache CORP | — | EXIT | 全売却 |
| 47 | EEM | Ishares Msci Emerging Market | — | EXIT | 全売却 |
| 48 | SPWRQ | Sunpower CORP | — | NEW | 新規購入 |
| 49 | MRK | Merck & Co. INC. | — | NEW | 新規購入 |
| 50 | AMGN | Amgen INC | — | NEW | 新規購入 |