CIK: 0001535631
申告総資産額
$9327.0万
| # | 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 | 25.00% | +0.23% | NEW | |
| 2 | PEP | Pepsico INC | 株式-生活必需品 | 3.65% | — | +5.51% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.29% | — | +14.36% | |
| 4 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.97% | — | +14.47% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.94% | — | +8.23% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.89% | — | +19.16% | |
| 7 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.87% | — | -8.97% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.81% | +0.91% | -13.13% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.80% | — | -7.64% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.62% | -0.14% | -40.32% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.40% | — | -17.66% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.30% | +0.30% | NEW | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.15% | — | -0.45% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.09% | — | +7.42% | |
| 15 | HON | Honeywell International INC | 株式-資本財 | 1.96% | — | — | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.79% | -1.38% | +2.33% | |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.78% | — | -0.50% | |
| 18 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.75% | — | -34.93% | |
| 19 | AIG | American International Group | 株式-金融 | 1.67% | — | -42.01% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.55% | — | -14.15% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 1.55% | +0.34% | -3.49% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.52% | -0.32% | -18.81% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.43% | — | -37.53% | |
| 24 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.43% | — | -4.08% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 1.31% | — | +32.22% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.25% | — | — | |
| 27 | CELG | Celgene CORP | 株式-その他 | 1.15% | — | +11.96% | |
| 28 | USB | US Bancorp | 株式-金融 | 1.11% | — | — | |
| 29 | IFF | Intl Flavors & Fragrances | 株式-素材 | 1.08% | — | — | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.02% | — | -22.96% | |
| 31 | C | Citigroup INC | 株式-金融 | 1.01% | — | +4.01% | |
| 32 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.01% | — | -24.67% | |
| 33 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.00% | — | +5.05% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.96% | — | — | |
| 35 | HAL | Halliburton Co | 株式-エネルギー | 0.83% | — | -0.31% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | — | |
| 37 | WBC1EUR | Wabco Holdings INC | 株式-その他 | 0.71% | — | +2.40% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 0.70% | — | -18.30% | |
| 39 | EOG | Eog Resources INC | 株式-エネルギー | 0.69% | — | +3.12% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.27% | +8.60% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.38% | — | +24.27% | |
| 43 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.37% | — | -47.65% | |
| 44 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.37% | — | — | |
| 45 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.35% | — | — | |
| 46 | LBEUR | L Brands INC | 株式-その他 | 0.35% | — | -8.84% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.33% | — | — | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.33% | — | — | |
| 49 | JXI | Ishares Global Utilities ETF | ETF-その他 | 0.33% | — | — | |
| 50 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.31% | — | — |
| # | 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 | +3.4% | +7.07% | 増加 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.7% | +19.16% | 増加 |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | +0.5% | +14.36% | 増加 |
| 4 | PEP | Pepsico INC | +0.5% | +5.51% | 増加 |
| 5 | XLE | Ss Energy Select Sector | +0.5% | +32.22% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.4% | +7.42% | 増加 |
| 7 | PG | Procter & Gamble Co/the | +0.4% | +9.53% | 増加 |
| 8 | XLK | Ss Technology Select Sector | +0.3% | +8.23% | 増加 |
| 9 | HAL | Halliburton Co | +0.2% | -0.31% | 減少 |
| 10 | SDY | Ss Spdr S&p Dividend ETF | +0.2% | -0.45% | 減少 |
| 11 | OXY | Occidental Petroleum CORP | +0.2% | +5.05% | 増加 |
| 12 | CELG | Celgene CORP | +0.2% | +11.96% | 増加 |
| 13 | IFF | Intl Flavors & Fragrances | +0.2% | — | 変化なし |
| 14 | EOG | Eog Resources INC | +0.1% | +3.12% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.1% | +8.60% | 増加 |
| 16 | TMO | Thermo Fisher Scientific INC | +0.1% | -7.64% | 減少 |
| 17 | GOOG | Alphabet Inc-cl C | 0% | +2.33% | 増加 |
| 18 | WFC | Wells Fargo & Co | 0% | -3.49% | 減少 |
| 19 | DHR | Danaher CORP | -0.1% | -14.15% | 減少 |
| 20 | WBC1EUR | Wabco Holdings INC | -0.1% | +2.40% | 増加 |
| 21 | DFSEUR | Discover Financial Services | -0.1% | -56.05% | 減少 |
| 22 | XLF | Ss Financial Select Sector | -0.1% | -18.30% | 減少 |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | -0.1% | -0.50% | 減少 |
| 24 | LBEUR | L Brands INC | -0.1% | -8.84% | 減少 |
| 25 | LYB | LyondellBasell Industries N.V. | -0.2% | -4.08% | 減少 |
| 26 | SBUX | Starbucks CORP | -0.2% | -8.97% | 減少 |
| 27 | META | Meta Platforms Inc-class A | -0.2% | -18.81% | 減少 |
| 28 | BKNG | Booking Hldgs INC | -0.3% | -47.65% | 減少 |
| 29 | CVS | Cvs Health CORP | -0.3% | -22.96% | 減少 |
| 30 | CTSH | Cognizant Tech Solutions-a | -0.4% | -24.67% | 減少 |
| 31 | DIS | Walt Disney Co/the | -0.4% | -17.66% | 減少 |
| 32 | AME | Ametek INC | -0.4% | -74.06% | 減少 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.5% | -13.13% | 減少 |
| 34 | TJX | Tjx Companies INC | -0.8% | -34.93% | 減少 |
| 35 | ABT | Abbott Laboratories | -0.9% | -37.53% | 減少 |
| 36 | AIG | American International Group | -1.1% | -42.01% | 減少 |
| 37 | AAPL | Apple INC | -2.1% | -40.32% | 減少 |
| 38 | HON | Honeywell International INC | — | NEW | 新規購入 |
| 39 | SRCLEUR | Stericycle INC | — | EXIT | 全売却 |
| 40 | COO | The Cooper Companies, Inc. | — | EXIT | 全売却 |
| 41 | TIP | Ishares Tips Bond ETF | — | EXIT | 全売却 |
| 42 | KO | Coca-cola Co/the | — | EXIT | 全売却 |
| 43 | ✓ | Claymore Exchange Trd Fd Tr | — | EXIT | 全売却 |
| 44 | APC3EUR | Anadarko Petroleum CORP | — | EXIT | 全売却 |
| 45 | MCD | Mcdonald's CORP | — | EXIT | 全売却 |
| 46 | AMLPUSD | Alerian Mlp ETF | — | NEW | 新規購入 |
| 47 | PXGBX | Praxair INC | — | EXIT | 全売却 |
| 48 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 49 | INTC | Intel CORP | — | EXIT | 全売却 |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | 新規購入 |