CIK: 0001543991
申告総資産額
$4.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 36.18% | -0.93% | +19.00% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 12.91% | -0.02% | -5.87% | |
| 3 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 9.22% | — | +3.96% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 8.95% | -0.09% | +1.77% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.62% | — | +0.79% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 4.70% | +0.08% | — | |
| 7 | FISV | Fiserv INC | 株式-その他 | 3.08% | — | — | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.78% | — | — | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.74% | — | -2.91% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.51% | +0.06% | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.21% | -0.02% | -54.06% | |
| 12 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.20% | — | -71.77% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.96% | +0.02% | -0.23% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.83% | — | -0.47% | |
| 15 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.57% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | +1.10% | +15.85% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.51% | — | — | |
| 18 | MANH | Manhattan Associates INC | 株式-IT | 0.42% | — | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.40% | -0.09% | -3.61% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | -0.14% | +4.98% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.35% | -0.20% | -2.38% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.28% | — | -2.94% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.26% | +0.03% | -16.29% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.26% | — | +13.18% | |
| 25 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.25% | — | -3.77% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 0.24% | — | +52.92% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.19% | — | — | |
| 28 | AFL | Aflac INC | 株式-金融 | 0.19% | — | -46.31% | |
| 29 | GD | General Dynamics CORP | 株式-資本財 | 0.19% | — | — | |
| 30 | ALGT | Allegiant Travel Co | 株式-その他 | 0.18% | — | — | |
| 31 | ✓ | Guggenheim | 株式-その他 | 0.16% | — | +7.81% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.16% | — | -5.74% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | -0.05% | -31.97% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.16% | — | — | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.15% | — | +20.77% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.15% | — | +2.47% | |
| 37 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.13% | — | — | |
| 38 | FDX | Fedex CORP | 株式-資本財 | 0.13% | — | +6.25% | |
| 39 | ✓ | Yuma Energy INC | 株式-その他 | 0.12% | — | — | |
| 40 | ✓ | 株式-その他 | 0.12% | — | — | ||
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.12% | -0.06% | EXIT | |
| 42 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.12% | — | +0.15% | |
| 43 | ROST | Ross Stores INC | 株式-一般消費財 | 0.11% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.11% | — | — | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.11% | — | — | |
| 46 | CELG | Celgene CORP | 株式-その他 | 0.10% | — | — | |
| 47 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.10% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.10% | — | — | |
| 49 | TWXCHF | Time Warner INC | 株式-その他 | 0.10% | — | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | — | — |