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 | 21.43% | — | +0.09% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.74% | -0.84% | +1.57% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 6.67% | +0.18% | -8.98% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.52% | -0.65% | -13.11% | |
| 5 | USRT | Ishares Core US Reit ETF | ETF-その他 | 6.47% | -1.90% | +11.64% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 5.25% | — | -3.13% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 4.48% | +0.09% | +9.66% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 3.65% | — | +8.69% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.24% | — | +6.84% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 2.48% | — | — | |
| 11 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 2.38% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.11% | -0.57% | +1.83% | |
| 13 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.02% | -3.67% | EXIT | |
| 14 | PLD | Prologis INC | 株式-不動産 | 1.71% | — | — | |
| 15 | AAPL | Apple INC | 株式-IT | 1.41% | +0.05% | -0.49% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.22% | — | +31.26% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.17% | — | -14.58% | |
| 18 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.11% | — | -72.05% | |
| 19 | RTH | Vaneck Retail ETF | ETF-その他 | 1.10% | — | +0.78% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | — | -12.12% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.78% | — | -8.76% | |
| 22 | INTC | Intel CORP | 株式-IT | 0.76% | — | — | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | — | |
| 24 | RHI | Robert Half INC | 株式-資本財 | 0.71% | — | -20.40% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | — | -7.13% | |
| 26 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 0.58% | — | -33.25% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.51% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | — | +9.32% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | — | — | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.46% | -0.04% | +0.46% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.45% | — | -2.54% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.43% | — | +5.17% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.41% | — | +5.07% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | +43.98% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.38% | — | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | +75.74% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.37% | — | -10.27% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | — | +1.32% | |
| 39 | O | Realty Income CORP | 株式-不動産 | 0.35% | — | — | |
| 40 | DPG | Duff & Phelps Utility & INC | 株式-その他 | 0.34% | — | +9.97% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.33% | — | +4.22% | |
| 42 | PPG | Ppg Industries INC | 株式-素材 | 0.32% | — | — | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.29% | — | — | |
| 44 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.28% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | — | |
| 46 | DUK | Duke Energy CORP | 株式-公益事業 | 0.28% | — | — | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.27% | — | +26.91% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | -53.52% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | — | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | — | -13.77% |