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 | 5.58% | +0.35% | +1.00% | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 5.05% | — | +4.29% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.99% | -0.07% | +0.13% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.02% | — | -0.05% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.89% | — | +16.79% | |
| 6 | CSCO | Cisco Systems INC | 株式-IT | 2.85% | -0.44% | -2.14% | |
| 7 | ✓ | Select Sector Spdr Tr | 株式-その他 | 2.71% | — | +0.82% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.53% | — | +7.03% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.37% | +0.10% | -0.98% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.22% | — | +0.06% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.17% | — | +0.10% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.97% | — | +0.50% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.93% | — | -1.50% | |
| 14 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.88% | +0.30% | +0.49% | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 1.84% | — | -0.47% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.76% | — | -4.85% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.71% | -0.40% | -0.31% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.64% | — | +0.69% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.52% | +0.92% | NEW | |
| 20 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.48% | — | -0.39% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.44% | — | -1.49% | |
| 22 | PNC | Pnc Financial Services Group | 株式-金融 | 1.32% | +0.32% | +6.56% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 1.31% | — | -0.13% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.28% | +0.26% | -0.32% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | — | +36.49% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.27% | -0.64% | — | |
| 27 | INTC | Intel CORP | 株式-IT | 1.24% | -0.31% | -0.37% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 1.23% | — | +11.15% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | +2.69% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.14% | -0.39% | -0.08% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.37% | -1.27% | |
| 32 | UTXZ | United Tech CORP | 株式-その他 | 1.13% | — | -0.40% | |
| 33 | COP | Conocophillips | 株式-エネルギー | 1.08% | — | +10.88% | |
| 34 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.03% | -0.13% | EXIT | |
| 35 | SLB | Slb LTD | 株式-エネルギー | 0.98% | — | +14.43% | |
| 36 | STBA | S & T Bancorp INC | 株式-その他 | 0.96% | — | +0.86% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.89% | — | +7.79% | |
| 38 | PSX | Phillips 66 | 株式-エネルギー | 0.88% | — | +14.44% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | +4.13% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.81% | — | -1.63% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.80% | +0.04% | +0.36% | |
| 42 | VLO | Valero Energy CORP | 株式-エネルギー | 0.76% | — | +14.48% | |
| 43 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.76% | — | +27.71% | |
| 44 | IEZ | Ishares U.s. Oil Equipment & | ETF-その他 | 0.72% | — | +1.98% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.71% | — | -5.06% | |
| 46 | XLE | Ss Energy Select Sector | ETF-その他 | 0.71% | — | +4.09% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.68% | — | +4.70% | |
| 48 | CELG | Celgene CORP | 株式-その他 | 0.65% | — | -0.22% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -2.05% | |
| 50 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.62% | — | +21.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.4% | +36.49% | 増加 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.2% | +16.79% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +7.03% | 増加 |
| 4 | VZ | Verizon Communications INC | +0.2% | +0.69% | 増加 |
| 5 | UAA | Under Armour Inc-class A | +0.2% | +27.71% | 増加 |
| 6 | CVX | Chevron CORP | +0.1% | +11.15% | 増加 |
| 7 | SLB | Slb LTD | +0.1% | +14.43% | 増加 |
| 8 | R6C2 | Royal Dutch Shell-spon Adr-b | +0.1% | +24.78% | 増加 |
| 9 | EEM | Ishares Msci Emerging Market | +0.1% | +46.45% | 増加 |
| 10 | PSX | Phillips 66 | +0.1% | +14.44% | 増加 |
| 11 | STLD | Steel Dynamics INC | +0.1% | -1.56% | 減少 |
| 12 | NFLX | Netflix INC | +0.1% | +36.76% | 増加 |
| 13 | BP | Bp Plc-spons Adr | +0.1% | +21.95% | 増加 |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.74% | 増加 |
| 15 | MRO* | Marathon Oil CORP | +0.1% | +40.54% | 増加 |
| 16 | T | At&t INC | +0.1% | +6.05% | 増加 |
| 17 | NOVEUR | National Oilwell Varco INC | +0.1% | +27.42% | 増加 |
| 18 | CMI | Cummins INC | +0.1% | +0.04% | 増加 |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +7.79% | 増加 |
| 20 | ORCL | Oracle CORP | 0% | -1.63% | 減少 |
| 21 | MO | Altria Group INC | 0% | -0.47% | 減少 |
| 22 | DVY | Ishares Select Dividend ETF | 0% | +3.04% | 増加 |
| 23 | MMM | 3m Co | 0% | -0.64% | 減少 |
| 24 | MCD | Mcdonald's CORP | 0% | -0.31% | 減少 |
| 25 | KO | Coca-cola Co/the | 0% | -1.49% | 減少 |
| 26 | PG | Procter & Gamble Co/the | 0% | +2.69% | 増加 |
| 27 | CL | Colgate-palmolive Co | — | -0.39% | 減少 |
| 28 | JNJ | Johnson & Johnson | 0% | +0.06% | 増加 |
| 29 | ✓ | State Street SPDR S&P 500 ETF Trust | 0% | +4.29% | 増加 |
| 30 | DLN | Wisdomtree US Largecap Divid | 0% | +0.49% | 増加 |
| 31 | XLI | Ss Industrial Select Sector | -0.1% | -1.50% | 減少 |
| 32 | AAPL | Apple INC | -0.1% | +1.00% | 増加 |
| 33 | CSCO | Cisco Systems INC | -0.1% | -2.14% | 減少 |
| 34 | AMZN | Amazon.com INC | -0.1% | +4.13% | 増加 |
| 35 | DIS | Walt Disney Co/the | -0.2% | -0.32% | 減少 |
| 36 | INTC | Intel CORP | -0.2% | -0.37% | 減少 |
| 37 | PNC | Pnc Financial Services Group | -0.2% | +6.56% | 増加 |
| 38 | CELG | Celgene CORP | -0.2% | -0.22% | 減少 |
| 39 | IWB | Ishares Russell 1000 ETF | -0.2% | -4.85% | 減少 |
| 40 | TWTRUSD | Twitter INC | -0.2% | — | 変化なし |
| 41 | XLV | Ss Health Care Select Sector | -0.2% | +0.50% | 増加 |
| 42 | STBA | S & T Bancorp INC | -0.3% | +0.86% | 増加 |
| 43 | ✓ | Powershares Qqq Trust Ser 1 | -0.3% | -0.05% | 減少 |
| 44 | ✓ | Select Sector Spdr Tr | -0.3% | +0.82% | 増加 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.13% | 増加 |
| 46 | WMT | Walmart INC | — | NEW | 新規購入 |
| 47 | DIGUSD | Proshares Ultra Oil & Gas | — | NEW | 新規購入 |
| 48 | PPL | Ppl CORP | — | NEW | 新規購入 |
| 49 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 50 | AA | Alcoa INC Com | — | NEW | 新規購入 |