CIK: 0001504941
申告総資産額
$9.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.85% | -0.58% | +1.72% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 12.97% | -0.01% | +1.44% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.93% | -0.04% | +3.78% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.72% | -0.21% | -1.13% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.93% | — | +1.88% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.87% | — | +2.08% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.13% | — | +2.13% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.83% | — | — | |
| 9 | USB | US Bancorp | 株式-金融 | 1.68% | — | +0.72% | |
| 10 | HAS | Hasbro INC | 株式-一般消費財 | 1.58% | — | +0.07% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.56% | +0.05% | +6.02% | |
| 12 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.48% | — | -0.25% | |
| 13 | FDX | Fedex CORP | 株式-資本財 | 1.45% | +0.19% | +0.18% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.41% | -0.47% | -0.16% | |
| 15 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 1.26% | — | +0.41% | |
| 16 | ROK | Rockwell Automation INC | 株式-資本財 | 1.16% | -0.10% | -0.19% | |
| 17 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.15% | — | +2.41% | |
| 18 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.12% | +0.12% | — | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.08% | -0.18% | +3.71% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.04% | +0.06% | +0.30% | |
| 21 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.03% | — | +0.30% | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 1.03% | +0.09% | +0.29% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.98% | — | +1.57% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.93% | +0.24% | -0.45% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.87% | -0.09% | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.07% | +1.92% | |
| 27 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 0.86% | — | +1.03% | |
| 28 | HSY | Hershey Co/the | 株式-生活必需品 | 0.82% | — | +0.58% | |
| 29 | ABBNY | Abb Ltd-spon Adr | 株式-資本財 | 0.81% | — | +1.09% | |
| 30 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.78% | — | — | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.76% | — | — | |
| 32 | ✓ | Allergan PLC | 株式-その他 | 0.75% | — | +1.85% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.73% | — | — | |
| 34 | SLB | Slb LTD | 株式-エネルギー | 0.71% | — | +4.87% | |
| 35 | MAN | Manpowergroup INC | 株式-資本財 | 0.65% | — | -1.05% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | — | |
| 37 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.61% | — | — | |
| 38 | SNN | Smith & Nephew PLC -spon Adr | 株式-その他 | 0.60% | — | — | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | -0.03% | EXIT | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.58% | — | -2.63% | |
| 41 | CEO | Cnooc Ltd-spon Adr | 株式-その他 | 0.53% | — | +3.42% | |
| 42 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.52% | — | -0.51% | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.51% | — | +4.44% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.03% | -1.16% | |
| 45 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.49% | -0.19% | — | |
| 46 | INTC | Intel CORP | 株式-IT | 0.47% | — | — | |
| 47 | ✓ | Ambev S.A. | 株式-その他 | 0.38% | — | — | |
| 48 | SU | Suncor Energy INC | 株式-エネルギー | 0.35% | — | — | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.04% | — | |
| 50 | CI | The Cigna Group | 株式-ヘルスケア | 0.34% | — | — |