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 | 23.18% | — | -0.15% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.67% | — | -7.36% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 5.16% | — | -10.06% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.38% | — | +34.13% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.01% | — | -29.35% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.84% | — | +52.88% | |
| 7 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 3.72% | — | +63.27% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.66% | — | -1.20% | |
| 9 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.94% | +0.03% | +3.86% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.74% | — | -3.14% | |
| 11 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 2.62% | — | +49.71% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.59% | — | -11.49% | |
| 13 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.36% | -3.67% | EXIT | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.26% | — | -1.12% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.04% | — | -18.89% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.95% | — | -18.09% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.87% | — | +9.31% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.46% | — | +15.22% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.37% | — | +10.75% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.99% | — | -2.28% | |
| 21 | RHI | Robert Half INC | 株式-資本財 | 0.97% | — | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | — | +2.34% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | — | +0.38% | |
| 24 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.73% | — | +0.55% | |
| 25 | PCAR | Paccar INC | 株式-資本財 | 0.71% | — | -12.09% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.67% | +0.05% | -15.10% | |
| 27 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.67% | — | — | |
| 28 | CBU | Community Financial System I | 株式-その他 | 0.64% | — | — | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 0.61% | — | -12.48% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | +0.65% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.57% | -0.98% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.54% | -0.04% | -0.46% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.53% | — | -23.06% | |
| 34 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.48% | — | -22.12% | |
| 35 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.44% | — | +1.71% | |
| 36 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.43% | — | -3.78% | |
| 37 | DOW | Dow Chem Co | 株式-素材 | 0.41% | — | -31.78% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | — | |
| 39 | DUK | Duke Energy CORP | 株式-公益事業 | 0.40% | — | +0.49% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | -21.56% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | -3.48% | |
| 42 | PPG | Ppg Industries INC | 株式-素材 | 0.35% | — | — | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | — | -13.22% | |
| 44 | O | Realty Income CORP | 株式-不動産 | 0.34% | — | — | |
| 45 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.33% | — | — | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.32% | — | — | |
| 47 | CTLEUR | Centurylink INC | 株式-その他 | 0.30% | — | +1.00% | |
| 48 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.30% | — | +1.12% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.28% | — | — | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.27% | — | +84.17% |