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 | 24.90% | — | -0.05% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.33% | — | +1.89% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 5.96% | — | +41.53% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.37% | — | +11.20% | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.78% | — | +6.96% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.33% | — | -25.65% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.90% | +0.03% | +21.06% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.89% | — | +22.43% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.89% | — | -17.55% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.53% | — | -7.65% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.36% | -3.67% | EXIT | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.32% | — | +24.62% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.24% | — | -40.18% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.09% | — | +49.13% | |
| 15 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 2.04% | — | — | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.70% | — | +11.06% | |
| 17 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.46% | — | -24.47% | |
| 18 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.31% | — | -14.21% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.21% | — | -26.16% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.20% | — | +47.62% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.17% | — | — | |
| 22 | RHI | Robert Half INC | 株式-資本財 | 1.02% | — | -4.87% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | — | +4.32% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.75% | — | -4.21% | |
| 25 | CBU | Community Financial System I | 株式-その他 | 0.73% | — | — | |
| 26 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.70% | — | +4.31% | |
| 27 | PCAR | Paccar INC | 株式-資本財 | 0.70% | — | -2.03% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.67% | — | -4.02% | |
| 29 | F | Ford Motor Co | 株式-一般消費財 | 0.64% | — | -8.19% | |
| 30 | EMR | Emerson Electric Co | 株式-資本財 | 0.64% | — | -1.32% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | — | -2.32% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -11.29% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | — | -0.77% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.50% | -0.57% | +4.66% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | +6.54% | |
| 36 | DOW | Dow Chem Co | 株式-素材 | 0.47% | — | +198.66% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | -2.65% | |
| 38 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.45% | — | +0.76% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.43% | -0.04% | — | |
| 40 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.41% | — | +12.82% | |
| 41 | AAPL | Apple INC | 株式-IT | 0.39% | +0.05% | +23.98% | |
| 42 | O | Realty Income CORP | 株式-不動産 | 0.37% | — | — | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.36% | — | — | |
| 44 | ✓ | 株式-その他 | 0.35% | — | +0.04% | ||
| 45 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.35% | — | — | |
| 46 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.34% | — | — | |
| 47 | PPG | Ppg Industries INC | 株式-素材 | 0.31% | — | — | |
| 48 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.31% | — | +10.79% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.28% | — | — | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.28% | — | -0.19% |