CIK: 0001462525
申告総資産額
$1.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.41% | +0.35% | -1.73% | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 4.51% | — | -0.52% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 4.16% | — | -1.22% | |
| 4 | CSCO | Cisco Systems INC | 株式-IT | 3.02% | -0.44% | -3.27% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.97% | — | -0.28% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.90% | — | +2.48% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.71% | +0.30% | -0.01% | |
| 8 | ✓ | Select Sector Spdr Tr | 株式-その他 | 2.34% | — | -1.35% | |
| 9 | QCOM | Qualcomm INC | 株式-IT | 2.13% | +0.14% | NEW | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.01% | +0.10% | -1.83% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.98% | — | -0.38% | |
| 12 | EFO | Proshares Ultra Msci Eafe | ETF-その他 | 1.86% | — | -0.29% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.60% | -0.39% | -0.41% | |
| 14 | CELG | Celgene CORP | 株式-その他 | 1.58% | — | -3.19% | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 1.56% | — | +0.90% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.53% | -0.31% | -1.88% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.53% | — | -1.28% | |
| 18 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.46% | — | -0.33% | |
| 19 | ✓ | 株式-その他 | 1.42% | — | -0.61% | ||
| 20 | PNC | Pnc Financial Services Group | 株式-金融 | 1.35% | +0.32% | -1.61% | |
| 21 | STBA | S & T Bancorp INC | 株式-その他 | 1.30% | — | +52.00% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.28% | — | -2.40% | |
| 23 | UTXZ | United Tech CORP | 株式-その他 | 1.27% | — | -1.46% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 1.20% | — | -1.31% | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 1.20% | — | -1.14% | |
| 26 | COP | Conocophillips | 株式-エネルギー | 1.17% | — | -0.70% | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 1.11% | — | -1.11% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 1.10% | — | +2.17% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.37% | -0.91% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.08% | — | +0.24% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | -0.40% | +0.45% | |
| 32 | GOOG | Alphabet A | 株式-通信サービス | 1.07% | — | -0.69% | |
| 33 | IEZ | Ishares U.s. Oil Equipment & | ETF-その他 | 1.07% | — | -1.06% | |
| 34 | ✓ | Google INC Class C | 株式-その他 | 1.03% | — | -1.42% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.97% | — | -21.69% | |
| 36 | CMI | Cummins INC | 株式-資本財 | 0.91% | — | -1.65% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.90% | — | +1.08% | |
| 38 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.88% | — | — | |
| 39 | 9990302D | Apache CORP | 株式-その他 | 0.85% | — | -0.64% | |
| 40 | ✓ | 株式-その他 | 0.81% | — | +1.26% | ||
| 41 | NEM | Newmont CORP | 株式-素材 | 0.79% | — | -0.40% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.78% | — | -7.97% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | +0.25% | -0.47% | |
| 44 | STLD | Steel Dynamics INC | 株式-素材 | 0.75% | — | -3.66% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.74% | — | — | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.73% | +0.04% | -0.92% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | +0.26% | — | |
| 48 | MET | Metlife INC | 株式-金融 | 0.71% | — | -1.63% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | — | — | |
| 50 | AEHR | Aehr Test Systems | 株式-その他 | 0.69% | — | +13.28% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.6% | -1.73% | 減少 |
| 2 | STBA | S & T Bancorp INC | +0.4% | +52.00% | 増加 |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | +0.3% | -1.22% | 減少 |
| 4 | AEHR | Aehr Test Systems | +0.2% | +13.28% | 増加 |
| 5 | MO | Altria Group INC | +0.2% | +0.90% | 増加 |
| 6 | INTC | Intel CORP | +0.2% | -1.88% | 減少 |
| 7 | ✓ | +0.2% | -0.61% | 減少 | |
| 8 | CVX | Chevron CORP | +0.2% | +38.49% | 増加 |
| 9 | STLD | Steel Dynamics INC | +0.2% | -3.66% | 減少 |
| 10 | CELG | Celgene CORP | +0.1% | -3.19% | 減少 |
| 11 | XLV | Ss Health Care Select Sector | +0.1% | -0.38% | 減少 |
| 12 | MSFT | Microsoft CORP | +0.1% | -0.91% | 減少 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -0.28% | 減少 |
| 14 | VZ | Verizon Communications INC | +0.1% | +2.17% | 増加 |
| 15 | CSCO | Cisco Systems INC | 0% | -3.27% | 減少 |
| 16 | MDT | Medtronic plc | 0% | -1.14% | 減少 |
| 17 | XLI | Ss Industrial Select Sector | 0% | -2.40% | 減少 |
| 18 | CL | Colgate-palmolive Co | 0% | -0.33% | 減少 |
| 19 | MCD | Mcdonald's CORP | 0% | +0.45% | 増加 |
| 20 | ✓ | Trina Solar Limited | 0% | -0.33% | 減少 |
| 21 | AEP | American Electric Power Company, Inc. | 0% | -1.83% | 減少 |
| 22 | EMR | Emerson Electric Co | 0% | -1.11% | 減少 |
| 23 | PNC | Pnc Financial Services Group | 0% | -1.61% | 減少 |
| 24 | EFA | Ishares Msci Eafe ETF | 0% | +0.24% | 増加 |
| 25 | 9990302D | Apache CORP | 0% | -0.64% | 減少 |
| 26 | CMCSA | Comcast Corp-class A | 0% | -7.97% | 減少 |
| 27 | ✓ | FTSE RAFI US 1500 Small Cap | 0% | — | 変化なし |
| 28 | IWM | Ishares Russell 2000 ETF | 0% | — | 変化なし |
| 29 | XOM | Exxon Mobil CORP | -0.1% | +2.48% | 増加 |
| 30 | ORCL | Oracle CORP | -0.1% | -1.31% | 減少 |
| 31 | NEM | Newmont CORP | -0.1% | -0.40% | 減少 |
| 32 | DEO | Diageo Plc-sponsored Adr | -0.1% | -1.88% | 減少 |
| 33 | SLB | Slb LTD | -0.1% | +0.56% | 増加 |
| 34 | QCOM | Qualcomm INC | -0.1% | -1.62% | 減少 |
| 35 | UTXZ | United Tech CORP | -0.1% | -1.46% | 減少 |
| 36 | ✓ | Ja Solar Holdings Co LTD | -0.1% | — | 変化なし |
| 37 | ✓ | St Jude Med INC | -0.1% | -1.46% | 減少 |
| 38 | COP | Conocophillips | -0.1% | -0.70% | 減少 |
| 39 | ✓ | -0.1% | +0.22% | 増加 | |
| 40 | CMI | Cummins INC | -0.1% | -1.65% | 減少 |
| 41 | IEZ | Ishares U.s. Oil Equipment & | -0.2% | -1.06% | 減少 |
| 42 | ✓ | -0.2% | +1.26% | 増加 | |
| 43 | EFO | Proshares Ultra Msci Eafe | -0.2% | -0.29% | 減少 |
| 44 | CAT | Caterpillar INC | -0.4% | -21.69% | 減少 |
| 45 | USD | Proshares Ultra Semiconduct | — | EXIT | 全売却 |
| 46 | GLD | Spdr Gold Shares | — | EXIT | 全売却 |
| 47 | UAA | Under Armour Inc-class A | — | NEW | 新規購入 |
| 48 | ✓ | Crestwood Equity Partners LP | — | EXIT | 全売却 |
| 49 | ✓ | Cree INC | — | EXIT | 全売却 |
| 50 | UG | United Guardian INC | — | EXIT | 全売却 |