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 | 23.82% | — | +0.11% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 9.06% | — | -2.51% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.88% | — | -1.90% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 5.25% | — | -4.01% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.82% | — | +54.75% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.47% | — | +14.95% | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 4.38% | — | -5.21% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.31% | — | +0.39% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.67% | — | +12.46% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.51% | — | +168.84% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.21% | — | +62.86% | |
| 12 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 2.11% | — | +15.30% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.09% | — | +2.94% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.96% | — | -12.10% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.58% | — | -20.92% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.39% | — | +12.32% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.19% | — | +7.24% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.10% | — | -42.87% | |
| 19 | RHI | Robert Half INC | 株式-資本財 | 1.07% | — | — | |
| 20 | NYCBEUR | New York Community Bancorp | 株式-その他 | 1.02% | — | -2.34% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | +5.39% | |
| 22 | F | Ford Motor Co | 株式-一般消費財 | 0.83% | — | +6.05% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.79% | — | -0.37% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 0.77% | — | -2.89% | |
| 25 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.64% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +12.99% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.57% | +0.58% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.58% | — | +7.77% | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 0.57% | — | +3.34% | |
| 30 | PCAR | Paccar INC | 株式-資本財 | 0.54% | — | -2.44% | |
| 31 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 0.50% | — | -41.66% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | — | |
| 33 | CBU | Community Financial System I | 株式-その他 | 0.48% | — | -1.69% | |
| 34 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.46% | — | — | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.46% | -0.04% | -4.42% | |
| 36 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.42% | — | -33.14% | |
| 37 | O | Realty Income CORP | 株式-不動産 | 0.42% | — | -4.84% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | — | -5.57% | |
| 39 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.39% | — | -9.36% | |
| 40 | PPG | Ppg Industries INC | 株式-素材 | 0.38% | — | — | |
| 41 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.38% | — | — | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.37% | — | +5.28% | |
| 43 | CTLEUR | Centurylink INC | 株式-その他 | 0.34% | — | +5.66% | |
| 44 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.33% | — | -0.55% | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.31% | — | — | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.29% | — | — | |
| 47 | ✓ | 株式-その他 | 0.28% | — | -0.56% | ||
| 48 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.27% | — | — | |
| 49 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.27% | — | — | |
| 50 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.27% | — | — |