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 | 5.66% | +0.35% | -3.08% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.36% | — | +2.77% | |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 4.95% | — | -0.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.63% | -0.07% | -1.45% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.74% | +0.92% | NEW | |
| 6 | CSCO | Cisco Systems INC | 株式-IT | 2.57% | -0.44% | -1.86% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.49% | — | +1.78% | |
| 8 | ✓ | Select Sector Spdr Tr | 株式-その他 | 2.44% | — | -3.72% | |
| 9 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.39% | — | -3.08% | |
| 10 | PNC | Pnc Financial Services Group | 株式-金融 | 2.19% | +0.32% | -1.27% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | — | -0.64% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.77% | — | -1.18% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.77% | — | +1.92% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.72% | — | -0.18% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.72% | — | -0.08% | |
| 16 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.70% | +0.30% | +0.23% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.64% | — | +0.36% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | — | -1.05% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.49% | -0.40% | -1.08% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.46% | — | +17.23% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.38% | — | +0.68% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.32% | -0.37% | -1.79% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 1.28% | — | -2.91% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | — | +12.99% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.26% | -0.64% | -1.85% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.24% | +0.44% | NEW | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 1.19% | — | -2.97% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.15% | -0.31% | -0.37% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | +0.26% | -0.11% | |
| 30 | T | At&t INC | 株式-通信サービス | 1.12% | +0.09% | +3.17% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.04% | +0.10% | -1.04% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.02% | — | -0.09% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.01% | — | -0.31% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | -0.51% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.92% | +0.18% | NEW | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.87% | — | -0.15% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | -0.39% | -1.67% | |
| 38 | MDT | Medtronic plc | 株式-ヘルスケア | 0.82% | — | -2.42% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | +0.25% | +2.27% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.79% | — | +0.44% | |
| 41 | PSX | Phillips 66 | 株式-エネルギー | 0.78% | — | -1.87% | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.74% | — | -0.93% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.74% | — | -2.28% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.66% | — | +6.99% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.66% | — | -1.08% | |
| 46 | SLB | Slb LTD | 株式-エネルギー | 0.65% | — | -1.02% | |
| 47 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.65% | — | -1.18% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | +0.15% | +10.72% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.61% | — | -0.20% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.61% | — | +0.36% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.2% | -1.05% | 減少 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +17.23% | 増加 |
| 3 | WMT | Walmart INC | +0.2% | -1.85% | 減少 |
| 4 | CVX | Chevron CORP | +0.2% | +12.99% | 増加 |
| 5 | INTC | Intel CORP | +0.1% | -0.37% | 減少 |
| 6 | CSCO | Cisco Systems INC | +0.1% | -1.86% | 減少 |
| 7 | IEMG | Ishares Core Msci Emerging | +0.1% | +17.22% | 増加 |
| 8 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +57.28% | 増加 |
| 9 | BAC | Bank Of America CORP | +0.1% | +10.72% | 増加 |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.37% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.1% | -1.79% | 減少 |
| 12 | TWTRUSD | Twitter INC | +0.1% | -3.49% | 減少 |
| 13 | VLO | Valero Energy CORP | +0.1% | -0.67% | 減少 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +30.55% | 増加 |
| 15 | STLD | Steel Dynamics INC | +0.1% | -1.55% | 減少 |
| 16 | VZ | Verizon Communications INC | +0.1% | +1.92% | 増加 |
| 17 | CAT | Caterpillar INC | +0.1% | -1.78% | 減少 |
| 18 | HD | Home Depot INC | +0.1% | +17.53% | 増加 |
| 19 | MCD | Mcdonald's CORP | 0% | -1.08% | 減少 |
| 20 | MO | Altria Group INC | 0% | -2.91% | 減少 |
| 21 | DVY | Ishares Select Dividend ETF | 0% | +6.99% | 増加 |
| 22 | MMM | 3m Co | 0% | +0.36% | 増加 |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.78% | 増加 |
| 24 | IJR | Ishares Core S&p Small-cap E | 0% | +5.39% | 増加 |
| 25 | DIS | Walt Disney Co/the | 0% | -0.11% | 減少 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +2.22% | 増加 |
| 27 | AAPL | Apple INC | 0% | -3.08% | 減少 |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -1.45% | 減少 |
| 29 | JNJ | Johnson & Johnson | 0% | -0.64% | 減少 |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | 0% | -0.15% | 減少 |
| 31 | IVW | Ishares S&p 500 Growth ETF | 0% | +2.27% | 増加 |
| 32 | PSX | Phillips 66 | 0% | -1.87% | 減少 |
| 33 | UTXZ | United Tech CORP | 0% | -2.97% | 減少 |
| 34 | ✓ | State Street SPDR S&P 500 ETF Trust | — | -0.32% | 減少 |
| 35 | DLN | Wisdomtree US Largecap Divid | — | +0.23% | 増加 |
| 36 | PNC | Pnc Financial Services Group | 0% | -1.27% | 減少 |
| 37 | XLI | Ss Industrial Select Sector | 0% | -1.18% | 減少 |
| 38 | EFA | Ishares Msci Eafe ETF | 0% | +2.77% | 増加 |
| 39 | ✓ | Select Sector Spdr Tr | -0.1% | -3.72% | 減少 |
| 40 | ✓ | Powershares Qqq Trust Ser 1 | -0.1% | -3.08% | 減少 |
| 41 | CELG | Celgene CORP | -0.2% | +5.57% | 増加 |
| 42 | MRK | Merck & Co. INC. | -0.2% | -1.67% | 減少 |
| 43 | AEP | American Electric Power Company, Inc. | -0.5% | -1.04% | 減少 |
| 44 | STBA | S & T Bancorp INC | -1% | -89.64% | 減少 |
| 45 | HFRO | Highland Opport & Income | — | NEW | 新規購入 |
| 46 | HON | Honeywell International INC | — | EXIT | 全売却 |
| 47 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 48 | PPL | Ppl CORP | — | EXIT | 全売却 |
| 49 | GS | Goldman Sachs Group INC | — | NEW | 新規購入 |
| 50 | IUSV | Ishares Core S&p U.s. Value | — | NEW | 新規購入 |