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 | 5.49% | +0.35% | +0.31% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.62% | — | +0.22% | |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 4.01% | — | -1.59% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.54% | — | +5.32% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.54% | -0.07% | -0.59% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.23% | +0.92% | NEW | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 3.14% | -0.44% | -0.65% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.16% | — | -2.72% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.08% | — | +14.55% | |
| 10 | ✓ | Select Sector Spdr Tr | 株式-その他 | 2.05% | — | -0.09% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.05% | +0.44% | NEW | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.98% | — | +1.90% | |
| 13 | PNC | Pnc Financial Services Group | 株式-金融 | 1.84% | +0.32% | +2.40% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.77% | — | -0.56% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.70% | -0.37% | +1.80% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.67% | — | +0.17% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.63% | -0.05% | +29.41% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.57% | — | -2.66% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.55% | -0.40% | +0.38% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 1.40% | — | +0.38% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.38% | +0.18% | NEW | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | — | +0.11% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.32% | — | -14.38% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.25% | -0.39% | -0.82% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.22% | +0.09% | +10.79% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.21% | -0.64% | +1.00% | |
| 27 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.19% | +0.30% | -21.11% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.15% | -0.31% | -0.23% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | +0.26% | +1.52% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | — | -9.35% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | — | — | |
| 32 | UTXZ | United Tech CORP | 株式-その他 | 1.06% | — | +1.24% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.05% | +0.25% | +3.07% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | +1.20% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.97% | — | +0.51% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.96% | — | +3.27% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.87% | — | -0.83% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.84% | — | -1.24% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.81% | — | -0.08% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.80% | — | +9.23% | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.73% | — | — | |
| 42 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.69% | — | +148.31% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.69% | +0.04% | +0.01% | |
| 44 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.68% | — | +7.67% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.64% | — | +0.03% | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.63% | — | -0.33% | |
| 47 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.61% | — | +0.17% | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.61% | — | +0.81% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | +3.19% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.59% | — | +0.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | +0.4% | +148.31% | 増加 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.4% | +26.39% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +29.41% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.3% | +5.32% | 増加 |
| 5 | AAPL | Apple INC | +0.2% | +0.31% | 増加 |
| 6 | CSCO | Cisco Systems INC | +0.2% | -0.65% | 減少 |
| 7 | NFLX | Netflix INC | +0.2% | +0.38% | 増加 |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +14.55% | 増加 |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.42% | 増加 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.1% | +18.48% | 増加 |
| 11 | CELG | Celgene CORP | +0.1% | +1.89% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | — | 変化なし |
| 13 | T | At&t INC | +0.1% | +10.79% | 増加 |
| 14 | UTXZ | United Tech CORP | +0.1% | +1.24% | 増加 |
| 15 | MA | Mastercard INC - A | +0.1% | -1.24% | 減少 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +12.29% | 増加 |
| 17 | IUSG | Ishares Core S&p U.s. Growth | 0% | +7.67% | 増加 |
| 18 | IVE | Ishares S&p 500 Value ETF | 0% | +15.65% | 増加 |
| 19 | MSFT | Microsoft CORP | 0% | +1.80% | 増加 |
| 20 | XOM | Exxon Mobil CORP | 0% | +0.11% | 増加 |
| 21 | DVY | Ishares Select Dividend ETF | 0% | +9.23% | 増加 |
| 22 | IVW | Ishares S&p 500 Growth ETF | 0% | +3.07% | 増加 |
| 23 | ORCL | Oracle CORP | 0% | +0.03% | 増加 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +3.19% | 増加 |
| 25 | SBUX | Starbucks CORP | — | +0.01% | 増加 |
| 26 | XLE | Ss Energy Select Sector | — | +0.81% | 増加 |
| 27 | MO | Altria Group INC | 0% | -0.83% | 減少 |
| 28 | CL | Colgate-palmolive Co | 0% | +0.17% | 増加 |
| 29 | INTC | Intel CORP | 0% | -0.23% | 減少 |
| 30 | PG | Procter & Gamble Co/the | 0% | +1.20% | 増加 |
| 31 | EEM | Ishares Msci Emerging Market | 0% | +3.27% | 増加 |
| 32 | XLI | Ss Industrial Select Sector | 0% | -2.66% | 減少 |
| 33 | MRK | Merck & Co. INC. | -0.1% | -0.82% | 減少 |
| 34 | MCD | Mcdonald's CORP | -0.1% | +0.38% | 増加 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.59% | 減少 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -0.56% | 減少 |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -2.72% | 減少 |
| 38 | PNC | Pnc Financial Services Group | -0.2% | +2.40% | 増加 |
| 39 | XLV | Ss Health Care Select Sector | -0.2% | +0.17% | 増加 |
| 40 | ✓ | Select Sector Spdr Tr | -0.2% | -0.09% | 減少 |
| 41 | ✓ | State Street SPDR S&P 500 ETF Trust | -0.2% | -1.59% | 減少 |
| 42 | VZ | Verizon Communications INC | -0.2% | +1.90% | 増加 |
| 43 | EFA | Ishares Msci Eafe ETF | -0.2% | +0.22% | 増加 |
| 44 | DLN | Wisdomtree US Largecap Divid | -0.4% | -21.11% | 減少 |
| 45 | CRS | Carpenter Technology | — | NEW | 新規購入 |
| 46 | IYJ | Ishares U.s. Industrials ETF | — | NEW | 新規購入 |
| 47 | IBB | Ishares Biotechnology ETF | — | NEW | 新規購入 |
| 48 | ECL | Ecolab INC | — | NEW | 新規購入 |
| 49 | UYG | Proshares Ultra Financials | — | NEW | 新規購入 |
| 50 | TJX | Tjx Companies INC | — | NEW | 新規購入 |