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 | 23.97% | — | +0.28% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.66% | — | -0.62% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.77% | — | -0.02% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.75% | — | -18.50% | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.41% | — | -0.25% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.05% | — | -3.69% | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.94% | — | -6.53% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.56% | — | -32.85% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.53% | — | — | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.42% | +0.03% | — | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.23% | — | +43.91% | |
| 12 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.95% | — | -0.88% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.78% | — | -0.89% | |
| 14 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.68% | — | — | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.67% | — | -14.07% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.58% | — | -1.47% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.50% | — | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.47% | — | -18.12% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.41% | — | -1.52% | |
| 20 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.13% | — | -54.30% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 1.13% | — | — | |
| 22 | T | At&t INC | 株式-通信サービス | 1.12% | — | -1.79% | |
| 23 | RHI | Robert Half INC | 株式-資本財 | 0.84% | — | — | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.79% | — | -45.33% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | — | -11.60% | |
| 26 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.74% | — | +4.07% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.73% | — | +5.46% | |
| 28 | F | Ford Motor Co | 株式-一般消費財 | 0.70% | — | -18.28% | |
| 29 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.70% | — | +13.45% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +3.69% | |
| 31 | PCAR | Paccar INC | 株式-資本財 | 0.66% | — | +8.84% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +9.14% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.64% | — | +15.91% | |
| 34 | CBU | Community Financial System I | 株式-その他 | 0.58% | — | -1.47% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | +7.09% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.57% | +0.40% | |
| 38 | O | Realty Income CORP | 株式-不動産 | 0.43% | — | — | |
| 39 | CTLEUR | Centurylink INC | 株式-その他 | 0.38% | — | — | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.38% | — | — | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.37% | -0.04% | -10.43% | |
| 42 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.37% | — | +7.30% | |
| 43 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.37% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | +157.69% | |
| 45 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.36% | — | -0.15% | |
| 46 | ✓ | 株式-その他 | 0.35% | — | +19.70% | ||
| 47 | PPG | Ppg Industries INC | 株式-素材 | 0.35% | — | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | — | +109.98% | |
| 49 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.32% | — | -4.93% | |
| 50 | AAPL | Apple INC | 株式-IT | 0.31% | +0.05% | +28.73% |