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 | 6.29% | +0.35% | +1.55% | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 4.84% | — | +0.75% | |
| 3 | GOOG | Alphabet A | 株式-通信サービス | 3.35% | — | -2.85% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.35% | — | -3.83% | |
| 5 | CSCO | Cisco Systems INC | 株式-IT | 2.86% | -0.44% | -1.42% | |
| 6 | ✓ | Select Sector Spdr Tr | 株式-その他 | 2.79% | — | +2.52% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.39% | — | +3.88% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.37% | +0.30% | -1.03% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.25% | — | +0.20% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | — | -1.32% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.89% | — | +2.35% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.87% | +0.10% | -1.57% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.81% | — | -2.22% | |
| 14 | MO | Altria Group INC | 株式-生活必需品 | 1.55% | — | -6.95% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.49% | — | +35.47% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.43% | +0.26% | +3.02% | |
| 17 | CELG | Celgene CORP | 株式-その他 | 1.42% | — | -9.58% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.35% | — | -1.71% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.32% | -0.40% | -3.70% | |
| 20 | EFO | Proshares Ultra Msci Eafe | ETF-その他 | 1.29% | — | -0.87% | |
| 21 | PNC | Pnc Financial Services Group | 株式-金融 | 1.28% | +0.32% | -4.64% | |
| 22 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.27% | — | -4.36% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.27% | — | +0.00% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.23% | -0.39% | -0.25% | |
| 25 | IEZ | Ishares U.s. Oil Equipment & | ETF-その他 | 1.21% | — | -0.16% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.19% | -0.31% | +0.06% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 1.17% | — | -1.58% | |
| 28 | STBA | S & T Bancorp INC | 株式-その他 | 1.14% | — | -50.37% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.04% | +0.92% | NEW | |
| 30 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.04% | — | -3.28% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 1.04% | — | -1.70% | |
| 32 | COP | Conocophillips | 株式-エネルギー | 1.03% | — | +8.41% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | +88.12% | |
| 34 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.99% | -0.13% | EXIT | |
| 35 | UTXZ | United Tech CORP | 株式-その他 | 0.97% | — | -2.36% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -0.37% | -2.55% | |
| 37 | AEHR | Aehr Test Systems | 株式-その他 | 0.88% | — | — | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.83% | +0.04% | -19.75% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.83% | — | +1.38% | |
| 40 | SLB | Slb LTD | 株式-エネルギー | 0.81% | — | +13.03% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | +15.85% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.74% | — | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.71% | — | — | |
| 44 | CMI | Cummins INC | 株式-資本財 | 0.70% | — | -0.44% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | — | -28.78% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | +492.98% | |
| 47 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.63% | — | +290.80% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.62% | — | +3.07% | |
| 49 | MET | Metlife INC | 株式-金融 | 0.62% | — | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | +0.25% | -6.27% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet A | +0.7% | -2.85% | 減少 |
| 2 | META | Meta Platforms Inc-class A | +0.6% | +492.98% | 増加 |
| 3 | UAA | Under Armour Inc-class A | +0.5% | +290.80% | 増加 |
| 4 | PG | Procter & Gamble Co/the | +0.5% | +88.12% | 増加 |
| 5 | IWB | Ishares Russell 1000 ETF | +0.4% | +35.47% | 増加 |
| 6 | ✓ | Mylan N V | +0.2% | +207.35% | 増加 |
| 7 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.2% | +0.75% | 増加 |
| 8 | ✓ | Select Sector Spdr Tr | +0.1% | +2.52% | 増加 |
| 9 | CSCO | Cisco Systems INC | +0.1% | -1.42% | 減少 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +3.88% | 増加 |
| 11 | AEP | American Electric Power Company, Inc. | +0.1% | -1.57% | 減少 |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | 0% | -3.83% | 減少 |
| 13 | DLN | Wisdomtree US Largecap Divid | 0% | -1.03% | 減少 |
| 14 | DIS | Walt Disney Co/the | 0% | +3.02% | 増加 |
| 15 | VZ | Verizon Communications INC | 0% | -1.71% | 減少 |
| 16 | EFA | Ishares Msci Eafe ETF | — | +0.20% | 増加 |
| 17 | MDT | Medtronic plc | 0% | -1.58% | 減少 |
| 18 | XLI | Ss Industrial Select Sector | 0% | -3.28% | 減少 |
| 19 | IWM | Ishares Russell 2000 ETF | 0% | +2.35% | 増加 |
| 20 | PNC | Pnc Financial Services Group | 0% | -4.64% | 減少 |
| 21 | ORCL | Oracle CORP | 0% | -1.70% | 減少 |
| 22 | MRK | Merck & Co. INC. | -0.1% | -0.25% | 減少 |
| 23 | SBUX | Starbucks CORP | -0.1% | -19.75% | 減少 |
| 24 | AMZN | Amazon.com INC | -0.1% | -28.78% | 減少 |
| 25 | CMI | Cummins INC | -0.1% | -0.44% | 減少 |
| 26 | TWTRUSD | Twitter INC | -0.1% | +9.86% | 増加 |
| 27 | XLV | Ss Health Care Select Sector | -0.1% | -2.22% | 減少 |
| 28 | COP | Conocophillips | -0.1% | +8.41% | 増加 |
| 29 | CAT | Caterpillar INC | -0.1% | +3.07% | 増加 |
| 30 | XLB | Ss Materials Select Sector | -0.1% | -9.24% | 減少 |
| 31 | AAPL | Apple INC | -0.1% | +1.55% | 増加 |
| 32 | STLD | Steel Dynamics INC | -0.1% | -7.92% | 減少 |
| 33 | ✓ | Trina Solar Limited | -0.1% | -6.78% | 減少 |
| 34 | CELG | Celgene CORP | -0.1% | -9.58% | 減少 |
| 35 | JKS | Jinkosolar Holding Co-adr | -0.2% | -7.96% | 減少 |
| 36 | UTXZ | United Tech CORP | -0.2% | -2.36% | 減少 |
| 37 | NEM | Newmont CORP | -0.2% | -10.12% | 減少 |
| 38 | EFO | Proshares Ultra Msci Eafe | -0.2% | -0.87% | 減少 |
| 39 | IEZ | Ishares U.s. Oil Equipment & | -0.2% | -0.16% | 減少 |
| 40 | ✓ | Google INC Class C | -0.3% | -51.03% | 減少 |
| 41 | CMCSA | Comcast Corp-class A | -0.3% | -48.61% | 減少 |
| 42 | STBA | S & T Bancorp INC | -0.7% | -50.37% | 減少 |
| 43 | QCOM | Qualcomm INC | -1% | -69.41% | 減少 |
| 44 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 45 | ✓ | St Jude Med INC | — | EXIT | 全売却 |
| 46 | DEO | Diageo Plc-sponsored Adr | — | EXIT | 全売却 |
| 47 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 48 | KHC | The Kraft Heinz Company | — | EXIT | 全売却 |
| 49 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |