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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 22.46% | -0.43% | +1.73% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 20.40% | -0.24% | -1.89% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.18% | +0.18% | +0.66% | |
| 4 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 7.73% | — | +1.19% | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 7.44% | +0.47% | -0.24% | |
| 6 | CL | Colgate-palmolive Co | 株式-生活必需品 | 6.22% | — | — | |
| 7 | EWA | Ishares Msci Australia ETF | ETF-その他 | 3.69% | +0.14% | +0.44% | |
| 8 | IEV | Ishares Europe ETF | ETF-その他 | 1.94% | — | -4.73% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.34% | -0.13% | +600.00% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | +0.09% | NEW | |
| 11 | ADBE | Adobe INC | 株式-IT | 0.56% | -0.05% | — | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.53% | — | -0.77% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.52% | -0.38% | -0.92% | |
| 14 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.52% | — | — | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | -0.85% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | — | — | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 0.45% | — | — | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.45% | — | — | |
| 19 | PNC | Pnc Financial Services Group | 株式-金融 | 0.44% | — | — | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | -0.92% | |
| 21 | ✓ | 株式-その他 | 0.43% | — | — | ||
| 22 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.43% | — | — | |
| 23 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.39% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | — | |
| 25 | ✓ | 株式-その他 | 0.38% | — | — | ||
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | — | -0.45% | |
| 27 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.36% | — | -1.66% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.33% | — | — | |
| 29 | TWXCHF | Time Warner INC | 株式-その他 | 0.33% | — | -32.40% | |
| 30 | CMA | Comerica INC | 株式-その他 | 0.32% | -0.19% | EXIT | |
| 31 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.32% | -0.05% | +36.71% | |
| 32 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 0.31% | — | — | |
| 33 | INTC | Intel CORP | 株式-IT | 0.30% | — | — | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.30% | -0.04% | — | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.30% | — | -1.47% | |
| 36 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.29% | — | — | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.29% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | -0.09% | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | -1.72% | |
| 40 | EBAY | Ebay INC | 株式-一般消費財 | 0.27% | — | — | |
| 41 | ✓ | Google INC Class C | 株式-その他 | 0.27% | — | — | |
| 42 | ✓ | Allergan INC | 株式-その他 | 0.27% | — | — | |
| 43 | GOOG | Alphabet A | 株式-通信サービス | 0.26% | — | -5.24% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.26% | — | +0.36% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.26% | — | — | |
| 46 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.26% | — | — | |
| 47 | PRU | Prudential Financial INC | 株式-金融 | 0.25% | — | — | |
| 48 | AXP | American Express Co | 株式-金融 | 0.25% | -0.06% | — | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | +0.06% | — | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.25% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +1.73% | 増加 |
| 2 | ACWI | iShares MSCI ACWI ETF | +0.3% | +1.19% | 増加 |
| 3 | AAPL | Apple INC | +0.2% | +600.00% | 増加 |
| 4 | VGK | Vanguard Ftse Europe ETF | +0.1% | +36.71% | 増加 |
| 5 | CL | Colgate-palmolive Co | +0.1% | — | 変化なし |
| 6 | CHRW | C.h. Robinson Worldwide INC | +0.1% | — | 変化なし |
| 7 | ✓ | Allergan INC | +0.1% | — | 変化なし |
| 8 | INTC | Intel CORP | 0% | — | 変化なし |
| 9 | ✓ | 0% | — | 変化なし | |
| 10 | ADBE | Adobe INC | 0% | — | 変化なし |
| 11 | SLB | Slb LTD | 0% | — | 変化なし |
| 12 | GILD | Gilead Sciences INC | 0% | — | 変化なし |
| 13 | KO | Coca-cola Co/the | 0% | — | 変化なし |
| 14 | YUM | Yum! Brands INC | 0% | — | 変化なし |
| 15 | BP | Bp Plc-spons Adr | 0% | — | 変化なし |
| 16 | CVX | Chevron CORP | 0% | -0.92% | 減少 |
| 17 | MO | Altria Group INC | 0% | — | 変化なし |
| 18 | ✓ | 0% | — | 変化なし | |
| 19 | EWC | Ishares Msci Canada ETF | 0% | -1.66% | 減少 |
| 20 | ✓ | Directv | 0% | — | 変化なし |
| 21 | JNJ | Johnson & Johnson | 0% | — | 変化なし |
| 22 | ABBV | Abbvie INC | 0% | -1.72% | 減少 |
| 23 | F | Ford Motor Co | 0% | — | 変化なし |
| 24 | NOVEUR | National Oilwell Varco INC | 0% | — | 変化なし |
| 25 | SCHH | Schwab US Reit ETF | 0% | +0.31% | 増加 |
| 26 | ABT | Abbott Laboratories | 0% | — | 変化なし |
| 27 | WFC | Wells Fargo & Co | — | — | 変化なし |
| 28 | DIS | Walt Disney Co/the | — | — | 変化なし |
| 29 | LEG | Leggett & Platt INC | — | — | 変化なし |
| 30 | AXP | American Express Co | — | — | 変化なし |
| 31 | PRU | Prudential Financial INC | — | — | 変化なし |
| 32 | XOM | Exxon Mobil CORP | 0% | — | 変化なし |
| 33 | BMY | Bristol-myers Squibb Co | 0% | — | 変化なし |
| 34 | AMZN | Amazon.com INC | 0% | — | 変化なし |
| 35 | CMA | Comerica INC | 0% | — | 変化なし |
| 36 | SCZ | Ishares Msci Eafe Small-cap | 0% | -8.07% | 減少 |
| 37 | EBAY | Ebay INC | 0% | — | 変化なし |
| 38 | IBM | Intl Business Machines CORP | -0.1% | — | 変化なし |
| 39 | PFE | Pfizer INC | -0.1% | -0.85% | 減少 |
| 40 | EWA | Ishares Msci Australia ETF | -0.1% | +0.44% | 増加 |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.66% | 増加 |
| 42 | TWXCHF | Time Warner INC | -0.1% | -32.40% | 減少 |
| 43 | IEV | Ishares Europe ETF | -0.2% | -4.73% | 減少 |
| 44 | IJS | Ishares S&p Small-cap 600 Va | -0.2% | -0.24% | 減少 |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.2% | -1.89% | 減少 |
| 46 | GOOG | Alphabet A | -0.3% | -5.24% | 減少 |
| 47 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 48 | IYH | Ishares U.s. Healthcare ETF | — | EXIT | 全売却 |
| 49 | D | Dominion Energy INC | — | EXIT | 全売却 |
| 50 | AVGO | Broadcom Inc. | — | NEW | 新規購入 |