CIK: 0001567912
申告総資産額
$1.3億
| # | 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 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 12.16% | +0.55% | — | |
| 2 | MMM | 3m Co | 株式-資本財 | 10.14% | -0.46% | — | |
| 3 | USB | US Bancorp | 株式-金融 | 8.64% | +0.03% | — | |
| 4 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 3.36% | — | — | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.99% | — | — | |
| 6 | WFC | Wells Fargo & Co | 株式-金融 | 2.69% | -0.51% | — | |
| 7 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 2.27% | — | — | |
| 8 | WY | Weyerhaeuser Co | 株式-不動産 | 2.23% | +0.02% | — | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.11% | — | — | |
| 10 | ✓ | Whole Foods Mkt INC | 株式-その他 | 2.08% | — | — | |
| 11 | VTR | Ventas INC | 株式-不動産 | 2.07% | — | — | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.04% | — | — | |
| 13 | IYF | Ishares US Financials ETF | ETF-その他 | 1.98% | -0.10% | — | |
| 14 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.96% | — | — | |
| 15 | ✓ | Omnicare INC | 株式-その他 | 1.95% | — | — | |
| 16 | PRGO | Perrigo Company plc | 株式-ヘルスケア | 1.83% | — | — | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.67% | — | — | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.57% | — | — | |
| 19 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.53% | — | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | +0.19% | — | |
| 21 | F | Ford Motor Co | 株式-一般消費財 | 1.43% | — | — | |
| 22 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.43% | +0.04% | — | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 1.41% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | — | |
| 25 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.30% | — | — | |
| 26 | D | Dominion Energy INC | 株式-公益事業 | 1.25% | — | — | |
| 27 | AAPL | Apple INC | 株式-IT | 1.21% | +0.06% | — | |
| 28 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.18% | — | — | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.13% | — | — | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | — | — | |
| 31 | GOOG | Alphabet A | 株式-通信サービス | 1.04% | — | — | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 1.04% | +0.44% | — | |
| 33 | CRM | Salesforce INC | 株式-IT | 1.03% | — | — | |
| 34 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.02% | — | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | +0.18% | — | |
| 36 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.89% | — | — | |
| 37 | ✓ | 株式-その他 | 0.83% | — | — | ||
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | +0.07% | — | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.81% | — | — | |
| 40 | ET | Energy Transfer LP | 株式-エネルギー | 0.74% | — | — | |
| 41 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.68% | — | — | |
| 42 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.61% | — | — | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.58% | +0.14% | — | |
| 44 | ✓ | Williams Partners | 株式-その他 | 0.48% | — | — | |
| 45 | CLNE | Clean Energy Fuels CORP | 株式-その他 | 0.47% | — | — | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.46% | — | — | |
| 47 | ✓ | Powershares | 株式-その他 | 0.45% | — | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.43% | +0.18% | — | |
| 49 | TEAM | Atlassian Corporation | 株式-IT | 0.40% | — | — | |
| 50 | NTRS | Northern Trust CORP | 株式-金融 | 0.37% | +0.05% | — |