CIK: 0001616004
申告総資産額
$1.5億
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 21.57% | — | — | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 10.09% | — | +1.62% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.61% | — | +178.96% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 6.03% | — | -2.94% | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 4.00% | — | -10.93% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 3.86% | — | -16.28% | |
| 7 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.50% | — | +14.87% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.27% | — | +41.35% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.93% | — | -8.08% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.86% | — | -18.39% | |
| 11 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 2.38% | — | — | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.36% | — | -13.43% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.11% | — | +5.81% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.96% | — | -8.65% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.64% | — | +62.29% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.46% | — | -1.69% | |
| 17 | RHI | Robert Half INC | 株式-資本財 | 1.37% | — | — | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.22% | — | -43.61% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.03% | — | -41.64% | |
| 20 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 0.87% | — | +9.00% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 0.81% | — | -8.08% | |
| 22 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.71% | — | +22.13% | |
| 23 | APU | Amerigas Partners LP | 株式-その他 | 0.59% | — | +83.02% | |
| 24 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.57% | — | +92.01% | |
| 25 | F | Ford Motor Co | 株式-一般消費財 | 0.56% | — | +181.24% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.54% | — | +139.45% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +55.14% | |
| 28 | EMR | Emerson Electric Co | 株式-資本財 | 0.47% | — | +69.14% | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.47% | — | +55.65% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.45% | -0.04% | -1.10% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.57% | +1.81% | |
| 32 | CBU | Community Financial System I | 株式-その他 | 0.45% | — | -20.97% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | -0.39% | |
| 34 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.40% | — | -2.19% | |
| 35 | PCAR | Paccar INC | 株式-資本財 | 0.39% | — | +80.50% | |
| 36 | PPG | Ppg Industries INC | 株式-素材 | 0.38% | — | -5.59% | |
| 37 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.35% | — | -5.00% | |
| 38 | ET | Energy Transfer LP | 株式-エネルギー | 0.35% | — | +3.58% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | — | — | |
| 40 | PLMKW | Plum Acquisition Corp. IV | 株式-その他 | 0.34% | — | +109.11% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | -1.73% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.33% | — | -21.82% | |
| 43 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.32% | — | — | |
| 44 | DUK | Duke Energy CORP | 株式-公益事業 | 0.32% | — | — | |
| 45 | O | Realty Income CORP | 株式-不動産 | 0.31% | — | — | |
| 46 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.29% | — | — | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.25% | — | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | — | +0.20% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.24% | — | — | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | — | -9.16% |