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 | 22.29% | — | — | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 9.07% | — | +3.24% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 6.11% | — | +5.38% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 5.54% | — | +15.79% | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 4.42% | — | +7.93% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.24% | — | -12.59% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.07% | — | +14.98% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.31% | — | +61.62% | |
| 9 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 2.76% | — | -5.24% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.44% | — | +15.02% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.27% | — | -0.27% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.18% | — | -3.73% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.03% | — | -4.61% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.01% | — | -1.65% | |
| 15 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.88% | — | -13.74% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 1.61% | — | -1.40% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.35% | — | +21.90% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.23% | — | +12.06% | |
| 19 | RHI | Robert Half INC | 株式-資本財 | 1.11% | — | — | |
| 20 | NYCBEUR | New York Community Bancorp | 株式-その他 | 1.10% | — | +1.03% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.00% | — | -1.30% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.94% | — | -23.60% | |
| 23 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 0.89% | — | -5.91% | |
| 24 | F | Ford Motor Co | 株式-一般消費財 | 0.84% | — | +1.32% | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.80% | — | -1.65% | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 0.80% | — | +10.23% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | — | +122.69% | |
| 28 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.62% | — | -3.61% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.57% | -1.00% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.59% | — | +64.75% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.56% | -0.04% | +4.63% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | -1.68% | |
| 33 | CBU | Community Financial System I | 株式-その他 | 0.52% | — | — | |
| 34 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.51% | — | +0.38% | |
| 35 | EMR | Emerson Electric Co | 株式-資本財 | 0.50% | — | +3.12% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | +0.86% | |
| 37 | PCAR | Paccar INC | 株式-資本財 | 0.49% | — | +14.44% | |
| 38 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.44% | — | -0.25% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | — | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | -17.64% | |
| 41 | O | Realty Income CORP | 株式-不動産 | 0.37% | — | +5.09% | |
| 42 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.35% | — | +1.11% | |
| 43 | PPG | Ppg Industries INC | 株式-素材 | 0.35% | — | — | |
| 44 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.34% | — | — | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.32% | — | — | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.30% | — | — | |
| 47 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.30% | — | +11.08% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.29% | — | — | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.28% | — | — | |
| 50 | ✓ | 株式-その他 | 0.27% | — | +15.40% |