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 | 22.08% | — | +0.26% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 7.83% | +0.18% | +109.49% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 6.17% | — | +17.32% | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 6.17% | — | +22.02% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.32% | — | +10.75% | |
| 6 | USRT | Ishares Core US Reit ETF | ETF-その他 | 4.30% | -1.90% | +68.22% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 4.25% | +0.09% | +7.04% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 3.41% | — | -4.52% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.29% | — | -4.07% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.70% | — | +25.07% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.24% | -3.67% | EXIT | |
| 12 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.90% | — | +11.53% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.84% | — | +34.46% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.75% | — | +2.49% | |
| 15 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-その他 | 1.65% | — | — | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.63% | — | -0.80% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.57% | +0.78% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.03% | +0.03% | — | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.94% | -0.04% | +0.45% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.94% | — | +24.78% | |
| 21 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.94% | — | +8.36% | |
| 22 | RHI | Robert Half INC | 株式-資本財 | 0.90% | — | — | |
| 23 | AAPL | Apple INC | 株式-IT | 0.87% | +0.05% | +5.74% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | -14.33% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.78% | — | — | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | -0.66% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +2.15% | |
| 28 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.63% | — | +8.97% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.61% | — | -16.45% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +1.57% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.57% | — | +30.37% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | -15.71% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | +3.48% | |
| 34 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.56% | — | +7.49% | |
| 35 | EMR | Emerson Electric Co | 株式-資本財 | 0.56% | — | +0.52% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | — | -0.46% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.47% | — | — | |
| 38 | O | Realty Income CORP | 株式-不動産 | 0.43% | — | — | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.43% | — | -1.96% | |
| 40 | DPG | Duff & Phelps Utility & INC | 株式-その他 | 0.43% | — | +35.70% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | — | -0.57% | |
| 42 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.34% | — | +64.92% | |
| 43 | PPG | Ppg Industries INC | 株式-素材 | 0.34% | — | — | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.33% | — | -5.22% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.32% | — | -0.05% | |
| 46 | DUK | Duke Energy CORP | 株式-公益事業 | 0.32% | — | -27.50% | |
| 47 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 0.31% | — | +51.35% | |
| 48 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.31% | — | — | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | — | — | |
| 50 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.29% | — | — |