CIK: 0001588871
申告総資産額
$18.9億
上位200銘柄を表示中（全509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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 13.12% | -0.97% | +9.46% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 12.12% | — | -5.74% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 12.01% | +0.17% | +11.93% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-その他 | 10.85% | -0.23% | -10.65% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.60% | -0.21% | +3.70% | |
| 6 | SWKS | Skyworks Solutions INC | 株式-IT | 4.46% | — | -1.14% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.26% | — | +2.26% | |
| 8 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 2.18% | -0.10% | +0.58% | |
| 9 | ✓ | Google INC Class C | 株式-その他 | 2.14% | — | +208.13% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 1.95% | — | +31.82% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.93% | -0.33% | +30.34% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.79% | -0.17% | +2.33% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | -0.18% | — | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.52% | — | -41.99% | |
| 15 | ✓ | Proshares | 株式-その他 | 1.47% | — | +2.07% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.16% | — | +6.31% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.09% | +0.19% | -3.95% | |
| 18 | ✓ | Energen CORP | 株式-その他 | 1.09% | — | -0.72% | |
| 19 | TMK | Torchmark CORP | 株式-その他 | 0.98% | — | — | |
| 20 | PRA | Proassurance CORP | 株式-その他 | 0.77% | — | — | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | — | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 0.62% | +0.60% | -53.17% | |
| 23 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.59% | — | — | |
| 24 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.52% | — | — | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | — | -2.12% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.48% | -0.30% | — | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.47% | — | -1.10% | |
| 29 | HWC | Hancock Whitney CORP | 株式-金融 | 0.45% | — | — | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.08% | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | +0.03% | — | |
| 32 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.40% | — | — | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.37% | — | +0.79% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.36% | — | — | |
| 35 | SO | Southern Co/the | 株式-公益事業 | 0.32% | +0.03% | — | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.31% | — | — | |
| 37 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.31% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | -20.67% | |
| 39 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.26% | — | -6.95% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | -0.07% | — | |
| 41 | SYK | Stryker CORP | 株式-ヘルスケア | 0.25% | — | — | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.25% | — | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.24% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | +0.11% | -11.07% | |
| 46 | ✓ | Shire PLC | 株式-その他 | 0.22% | — | — | |
| 47 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.21% | — | -2.42% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | -29.81% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.20% | — | — | |
| 50 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.20% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Google INC Class C | +1.5% | +208.13% | 増加 |
| 2 | IWD | Ishares Russell 1000 Value E | +1.4% | +11.93% | 増加 |
| 3 | IWF | Ishares Russell 1000 Growth | +1.3% | +9.46% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | +30.34% | 増加 |
| 5 | PFE | Pfizer INC | +0.4% | +31.82% | 増加 |
| 6 | ✓ | Proshares | +0.3% | +2.07% | 増加 |
| 7 | AAPL | Apple INC | +0.2% | +3.70% | 増加 |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +6.31% | 増加 |
| 9 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +2.26% | 増加 |
| 10 | XLK | Ss Technology Select Sector | +0.1% | +2.33% | 増加 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 変化なし |
| 12 | HWC | Hancock Whitney CORP | 0% | — | 変化なし |
| 13 | MSFT | Microsoft CORP | 0% | — | 変化なし |
| 14 | TMK | Torchmark CORP | 0% | — | 変化なし |
| 15 | JNJ | Johnson & Johnson | 0% | — | 変化なし |
| 16 | ✓ | Energen CORP | — | -0.72% | 減少 |
| 17 | CVX | Chevron CORP | — | — | 変化なし |
| 18 | NVS | Novartis Ag-sponsored Adr | — | — | 変化なし |
| 19 | UNP | Union Pacific CORP | — | — | 変化なし |
| 20 | AEP | American Electric Power Company, Inc. | — | -6.95% | 減少 |
| 21 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.79% | 増加 |
| 22 | RDS-A | Shell Plc-spon Adr-a | 0% | — | 変化なし |
| 23 | BDX | Becton Dickinson And Co | 0% | — | 変化なし |
| 24 | MRK | Merck & Co. INC. | 0% | — | 変化なし |
| 25 | ALXN | Alexion Pharmaceuticals INC | 0% | — | 変化なし |
| 26 | XOM | Exxon Mobil CORP | 0% | -11.07% | 減少 |
| 27 | ✓ | Mylan N V | 0% | — | 変化なし |
| 28 | ✓ | Shire PLC | 0% | — | 変化なし |
| 29 | ABBV | Abbvie INC | 0% | — | 変化なし |
| 30 | DIS | Walt Disney Co/the | 0% | — | 変化なし |
| 31 | GILD | Gilead Sciences INC | 0% | — | 変化なし |
| 32 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.1% | — | 変化なし |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -20.67% | 減少 |
| 34 | PEP | Pepsico INC | -0.1% | -29.81% | 減少 |
| 35 | UTXZ | United Tech CORP | -0.1% | -32.52% | 減少 |
| 36 | CL | Colgate-palmolive Co | -0.1% | -53.46% | 減少 |
| 37 | CINF | Cincinnati Financial CORP | -0.1% | -67.80% | 減少 |
| 38 | PAYX | Paychex INC | -0.1% | -65.75% | 減少 |
| 39 | DUK | Du Pont E I De Nemour&Co | -0.1% | -48.18% | 減少 |
| 40 | ED | Consolidated Edison INC | -0.1% | -69.61% | 減少 |
| 41 | UL | Unilever PLC | -0.1% | -68.85% | 減少 |
| 42 | AJG | Arthur J Gallagher & Co | -0.1% | -67.29% | 減少 |
| 43 | IYH | Ishares U.s. Healthcare ETF | -0.1% | +0.58% | 増加 |
| 44 | SWKS | Skyworks Solutions INC | -0.2% | -1.14% | 減少 |
| 45 | XLE | Ss Energy Select Sector | -0.7% | -53.17% | 減少 |
| 46 | EFA | Ishares Msci Eafe ETF | -1% | -5.74% | 減少 |
| 47 | OEF | Ishares S&p 100 ETF | -1.2% | -10.65% | 減少 |
| 48 | VWO | Vanguard Ftse Emerging Marke | -1.2% | -41.99% | 減少 |
| 49 | XECEUR | Cimarex Energy Co | -1.5% | -98.21% | 減少 |
| 50 | BBVA | Banco Bilbao Vizcaya-sp Adr | — | NEW | 新規購入 |