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 | 23.87% | — | +0.82% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.53% | — | +37.89% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.21% | — | +30.22% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.35% | — | — | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.92% | — | -51.43% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.91% | — | -16.21% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.94% | +0.03% | -2.12% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.71% | — | -1.60% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.54% | -3.67% | EXIT | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.98% | — | -11.30% | |
| 11 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.95% | — | -7.23% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 1.93% | — | -4.28% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.92% | — | -0.32% | |
| 14 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.88% | — | -1.21% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.74% | — | -3.70% | |
| 16 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.68% | — | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.62% | — | -1.63% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.46% | — | -1.84% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.32% | — | -1.20% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.26% | — | -1.90% | |
| 21 | RHI | Robert Half INC | 株式-資本財 | 1.25% | — | — | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | — | +26.40% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 1.17% | -0.04% | +17.80% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.08% | — | -18.06% | |
| 25 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.08% | — | -37.57% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.97% | +0.05% | -1.92% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.57% | +6.52% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | — | -2.59% | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 0.75% | — | -1.84% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.68% | — | +18.64% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.68% | — | -16.50% | |
| 32 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.68% | — | -4.99% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | +7.24% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.67% | — | +49.65% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.62% | — | +3.27% | |
| 36 | PCAR | Paccar INC | 株式-資本財 | 0.61% | — | -18.72% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | +12.31% | |
| 38 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.55% | — | +0.71% | |
| 39 | JWNUSD | Nordstrom INC | 株式-その他 | 0.49% | — | — | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | +0.02% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | — | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.40% | — | +2.16% | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.39% | — | — | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.37% | — | — | |
| 45 | O | Realty Income CORP | 株式-不動産 | 0.36% | — | — | |
| 46 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.35% | — | -7.41% | |
| 47 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.34% | — | — | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.34% | — | +12.62% | |
| 49 | PPG | Ppg Industries INC | 株式-素材 | 0.34% | — | — | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.33% | — | -1.59% |