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 | 27.35% | — | -0.15% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.83% | -0.84% | +2.21% | |
| 3 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 6.58% | -3.13% | +103.76% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.34% | -0.65% | +1.03% | |
| 5 | USRT | Ishares Core US Reit ETF | ETF-その他 | 6.27% | -1.90% | +1.99% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 4.82% | +0.18% | +1.31% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.16% | +0.09% | +5.79% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.86% | — | +1.35% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.20% | -0.57% | -0.17% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.17% | — | -12.22% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.82% | -3.67% | EXIT | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.72% | — | +2.88% | |
| 13 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.62% | — | -10.09% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.59% | +0.05% | +1.00% | |
| 15 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 1.54% | — | +0.14% | |
| 16 | UDR | Udr INC | 株式-不動産 | 1.54% | — | +1.79% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.44% | — | -5.06% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.18% | +0.03% | — | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.78% | +0.03% | +6.53% | |
| 20 | RHI | Robert Half INC | 株式-資本財 | 0.74% | — | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | +1.84% | |
| 22 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.61% | — | — | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | — | +4.78% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.51% | — | — | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | — | -7.82% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | -6.14% | |
| 27 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.48% | — | -0.98% | |
| 28 | MVIS | Microvision INC | 株式-その他 | 0.48% | -0.01% | — | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | — | — | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.42% | — | -3.43% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.40% | -0.04% | — | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.40% | — | +0.03% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.39% | — | — | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | — | |
| 35 | T | At&t INC | 株式-通信サービス | 0.36% | — | — | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.34% | — | — | |
| 37 | PPG | Ppg Industries INC | 株式-素材 | 0.34% | — | — | |
| 38 | MFC | Manulife Financial CORP | 株式-金融 | 0.34% | — | — | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | — | — | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | — | -11.13% | |
| 41 | DPG | Duff & Phelps Utility & INC | 株式-その他 | 0.31% | — | — | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.31% | — | +8.31% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | — | |
| 44 | O | Realty Income CORP | 株式-不動産 | 0.29% | — | — | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.24% | — | -0.16% | |
| 46 | GE | General Electric | 株式-資本財 | 0.23% | — | — | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.22% | — | — | |
| 48 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.22% | — | -1.35% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.20% | — | — | |
| 50 | INTC | Intel CORP | 株式-IT | 0.20% | — | — |