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 | 24.57% | — | -0.08% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 6.62% | — | -2.26% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.39% | — | -0.32% | |
| 4 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 4.00% | — | +0.54% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.72% | — | -0.94% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.66% | — | -0.81% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.16% | +0.03% | +1.02% | |
| 8 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 3.15% | — | -5.73% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.65% | — | -3.22% | |
| 10 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.65% | -3.67% | EXIT | |
| 11 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.55% | — | -4.33% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.34% | — | -0.93% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.23% | — | -0.33% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.94% | — | -2.16% | |
| 15 | XLF | Ss Financial Select Sector | ETF-その他 | 1.91% | — | +0.29% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.82% | — | +0.48% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.79% | — | -0.94% | |
| 18 | REM | Ishares Mortgage Real Estate | ETF-その他 | 1.66% | — | -0.43% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.36% | — | -1.03% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.26% | — | -0.20% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.24% | — | +2.08% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.20% | — | -1.19% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | — | +0.65% | |
| 24 | RHI | Robert Half INC | 株式-資本財 | 0.99% | — | -3.02% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | +2.03% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.83% | — | +0.73% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.79% | -0.04% | — | |
| 28 | T | At&t INC | 株式-通信サービス | 0.79% | — | -24.61% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.76% | +0.05% | +2.12% | |
| 30 | PCAR | Paccar INC | 株式-資本財 | 0.75% | — | +0.74% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.72% | — | +1.01% | |
| 32 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.66% | — | -3.99% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +0.52% | |
| 34 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.64% | — | +68.02% | |
| 35 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.64% | — | — | |
| 36 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.56% | — | +1.21% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.57% | +0.99% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | -3.65% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | +0.63% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | — | |
| 41 | LAZ | Lazard, Inc. | 株式-金融 | 0.45% | — | +59.12% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.44% | — | +87.45% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.41% | — | +4.33% | |
| 44 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.38% | — | +58.66% | |
| 45 | PPG | Ppg Industries INC | 株式-素材 | 0.37% | — | — | |
| 46 | O | Realty Income CORP | 株式-不動産 | 0.36% | — | +3.71% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.36% | — | -8.76% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.35% | — | — | |
| 49 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.33% | — | — | |
| 50 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.28% | — | -11.39% |