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 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 5.19% | — | +1.80% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.11% | +0.35% | -2.56% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.98% | — | +2.42% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.32% | -0.07% | -8.12% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.65% | — | -8.40% | |
| 6 | ✓ | Select Sector Spdr Tr | 株式-その他 | 2.48% | — | +0.38% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 2.48% | -0.44% | -2.99% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.40% | — | +1.45% | |
| 9 | PNC | Pnc Financial Services Group | 株式-金融 | 2.32% | +0.32% | -1.07% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.26% | +0.92% | NEW | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.22% | — | -1.21% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.09% | — | +2.11% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.05% | +0.10% | -4.01% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.86% | — | -1.47% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.86% | — | -2.04% | |
| 16 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.85% | +0.30% | -1.12% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.70% | — | -0.14% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.69% | — | -1.55% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.66% | — | +18.41% | |
| 20 | MO | Altria Group INC | 株式-生活必需品 | 1.54% | — | -7.85% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.38% | -0.40% | -2.51% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.31% | +0.26% | +0.52% | |
| 23 | STBA | S & T Bancorp INC | 株式-その他 | 1.22% | — | -4.14% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.19% | — | -6.19% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.18% | — | -4.18% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.15% | -0.31% | -4.88% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.11% | -0.39% | -0.14% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 1.08% | -0.37% | -3.81% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | — | -3.81% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -4.95% | |
| 31 | UTXZ | United Tech CORP | 株式-その他 | 1.04% | — | -0.67% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 1.02% | -0.64% | +0.47% | |
| 33 | MDT | Medtronic plc | 株式-ヘルスケア | 0.99% | — | -4.59% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.98% | — | -0.96% | |
| 35 | COP | Conocophillips | 株式-エネルギー | 0.97% | — | -6.56% | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.95% | — | -2.45% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | — | +0.86% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.88% | — | +6.96% | |
| 39 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.88% | -0.13% | EXIT | |
| 40 | SLB | Slb LTD | 株式-エネルギー | 0.87% | — | -0.79% | |
| 41 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.85% | — | -25.95% | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.82% | — | +4.51% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.81% | +0.09% | +72.92% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | +0.44% | NEW | |
| 45 | IEZ | Ishares U.s. Oil Equipment & | ETF-その他 | 0.75% | — | -1.07% | |
| 46 | CELG | Celgene CORP | 株式-その他 | 0.66% | — | -2.24% | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.66% | +0.04% | +0.14% | |
| 48 | PSX | Phillips 66 | 株式-エネルギー | 0.66% | — | -7.79% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.65% | — | -3.57% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | -2.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PNC | Pnc Financial Services Group | +0.5% | -1.07% | 減少 |
| 2 | ✓ | Select Sector Spdr Tr | +0.4% | +0.38% | 増加 |
| 3 | T | At&t INC | +0.4% | +72.92% | 増加 |
| 4 | VZ | Verizon Communications INC | +0.3% | +18.41% | 増加 |
| 5 | STBA | S & T Bancorp INC | +0.3% | -4.14% | 減少 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +7.03% | 増加 |
| 7 | FNB | Fnb CORP | +0.2% | +57.20% | 増加 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +1.45% | 増加 |
| 9 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.2% | +1.80% | 増加 |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +10.21% | 増加 |
| 11 | DIS | Walt Disney Co/the | +0.1% | +0.52% | 増加 |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +35.44% | 増加 |
| 13 | WFC | Wells Fargo & Co | +0.1% | +0.01% | 増加 |
| 14 | MET | Metlife INC | +0.1% | -0.49% | 減少 |
| 15 | VLO | Valero Energy CORP | +0.1% | -6.69% | 減少 |
| 16 | BAC | Bank Of America CORP | +0.1% | +6.36% | 増加 |
| 17 | CVX | Chevron CORP | +0.1% | -4.18% | 減少 |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +24.43% | 増加 |
| 19 | IEZ | Ishares U.s. Oil Equipment & | +0.1% | -1.07% | 減少 |
| 20 | XLE | Ss Energy Select Sector | +0.1% | +4.51% | 増加 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -1.58% | 減少 |
| 22 | NFLX | Netflix INC | +0.1% | -7.49% | 減少 |
| 23 | XLI | Ss Industrial Select Sector | 0% | -2.04% | 減少 |
| 24 | EMR | Emerson Electric Co | -0.1% | -31.74% | 減少 |
| 25 | UAA | Under Armour Inc-class A | -0.1% | -2.08% | 減少 |
| 26 | AMZN | Amazon.com INC | -0.1% | +0.86% | 増加 |
| 27 | INTC | Intel CORP | -0.1% | -4.88% | 減少 |
| 28 | KO | Coca-cola Co/the | -0.1% | -6.19% | 減少 |
| 29 | UA | Under Armour Inc-class C | -0.1% | -32.59% | 減少 |
| 30 | PG | Procter & Gamble Co/the | -0.2% | -4.95% | 減少 |
| 31 | XLV | Ss Health Care Select Sector | -0.2% | -1.55% | 減少 |
| 32 | MRO* | Marathon Oil CORP | -0.2% | -44.36% | 減少 |
| 33 | TWTRUSD | Twitter INC | -0.2% | -7.63% | 減少 |
| 34 | META | Meta Platforms Inc-class A | -0.2% | -3.81% | 減少 |
| 35 | CSCO | Cisco Systems INC | -0.3% | -2.99% | 減少 |
| 36 | XLRE | Ss Real Estate Select Sector | -0.3% | -56.41% | 減少 |
| 37 | MDT | Medtronic plc | -0.3% | -4.59% | 減少 |
| 38 | ✓ | Powershares Qqq Trust Ser 1 | -0.3% | -8.40% | 減少 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.4% | -8.12% | 減少 |
| 40 | CL | Colgate-palmolive Co | -0.5% | -25.95% | 減少 |
| 41 | ✓ | Powershares ETF Tr Ii | — | EXIT | 全売却 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 43 | IEMG | Ishares Core Msci Emerging | — | NEW | 新規購入 |
| 44 | IVE | Ishares S&p 500 Value ETF | — | NEW | 新規購入 |
| 45 | EZM | Wisdomtree US Midcap Fund | — | NEW | 新規購入 |
| 46 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 47 | FITB | Fifth Third Bancorp | — | NEW | 新規購入 |
| 48 | HD | Home Depot INC | — | NEW | 新規購入 |
| 49 | XLK | Ss Technology Select Sector | — | NEW | 新規購入 |
| 50 | HON | Honeywell International INC | — | NEW | 新規購入 |