CIK: 0001388443
申告総資産額
$2.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 23.15% | -0.24% | +0.15% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 21.55% | -0.43% | -1.14% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.77% | +0.18% | -1.00% | |
| 4 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 7.59% | — | +0.24% | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 7.55% | +0.47% | -1.47% | |
| 6 | CL | Colgate-palmolive Co | 株式-生活必需品 | 5.93% | — | +0.95% | |
| 7 | EWA | Ishares Msci Australia ETF | ETF-その他 | 3.54% | +0.14% | +4.30% | |
| 8 | IEV | Ishares Europe ETF | ETF-その他 | 2.23% | — | +1.92% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.07% | -0.13% | — | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.09% | NEW | |
| 11 | ✓ | Communityone Bancorp | 株式-その他 | 0.83% | — | — | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.55% | — | — | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | — | — | |
| 14 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.49% | — | — | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | — | |
| 16 | GS | Goldman Sachs Group INC | 株式-金融 | 0.47% | — | — | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | — | -7.98% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | +1068.46% | |
| 19 | ✓ | 株式-その他 | 0.45% | — | — | ||
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | — | — | |
| 21 | ADBE | Adobe INC | 株式-IT | 0.44% | -0.05% | — | |
| 22 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.43% | — | — | |
| 23 | GOOG | Alphabet A | 株式-通信サービス | 0.43% | — | — | |
| 24 | PNC | Pnc Financial Services Group | 株式-金融 | 0.39% | — | — | |
| 25 | ✓ | 株式-その他 | 0.37% | — | — | ||
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.38% | +1.31% | |
| 27 | EBAY | Ebay INC | 株式-一般消費財 | 0.34% | — | +7.79% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | +0.78% | |
| 29 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.34% | — | — | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.32% | — | -2.65% | |
| 31 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.31% | — | +5.16% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | -0.09% | — | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.30% | — | — | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.29% | — | — | |
| 35 | TWXCHF | Time Warner INC | 株式-その他 | 0.28% | — | -39.92% | |
| 36 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.28% | — | — | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.27% | +0.06% | — | |
| 38 | CMA | Comerica INC | 株式-その他 | 0.27% | -0.19% | EXIT | |
| 39 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.27% | — | — | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.27% | -0.04% | — | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.26% | — | -2.14% | |
| 42 | PRU | Prudential Financial INC | 株式-金融 | 0.26% | — | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.26% | — | — | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.25% | — | +0.71% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | — | — | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.25% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | — | |
| 48 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.23% | +0.08% | +0.50% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.23% | — | — | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.22% | — | — |