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 | 21.01% | — | -0.18% | |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 6.57% | — | +0.36% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 6.31% | +0.18% | -16.53% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.40% | — | -32.05% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.23% | — | -4.72% | |
| 6 | USRT | Ishares Core US Reit ETF | ETF-その他 | 4.23% | -1.90% | +2.53% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.99% | +0.09% | -3.73% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.08% | — | -3.67% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.82% | — | -0.71% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.58% | — | -17.91% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.31% | -3.67% | EXIT | |
| 12 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.97% | — | -1.71% | |
| 13 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 1.94% | — | — | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.94% | — | -0.63% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | — | +0.99% | |
| 16 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-その他 | 1.74% | — | -1.11% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.60% | — | -7.50% | |
| 18 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.48% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -0.57% | -0.17% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.06% | +0.05% | -4.95% | |
| 21 | RHI | Robert Half INC | 株式-資本財 | 0.99% | — | — | |
| 22 | T | At&t INC | 株式-通信サービス | 0.96% | — | +1.67% | |
| 23 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 0.94% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | +0.43% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.79% | — | -19.25% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.77% | -0.04% | -2.69% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | +1.01% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | — | -3.38% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.72% | — | +13.78% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.71% | — | +2.92% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | +2.95% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.65% | — | +4.22% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.62% | — | — | |
| 35 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.58% | — | +1.97% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | -1.34% | |
| 37 | IYT | Ishares US Transportation Et | ETF-その他 | 0.53% | — | — | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.48% | — | — | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.44% | — | -24.18% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.43% | — | -47.70% | |
| 41 | O | Realty Income CORP | 株式-不動産 | 0.41% | — | — | |
| 42 | DPG | Duff & Phelps Utility & INC | 株式-その他 | 0.40% | — | — | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.40% | — | -5.37% | |
| 44 | PPG | Ppg Industries INC | 株式-素材 | 0.37% | — | — | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.35% | — | — | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.35% | — | +0.20% | |
| 47 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.35% | — | — | |
| 48 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.32% | — | — | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.30% | — | -8.52% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | — | -15.07% |