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 | MMM | 3m Co | 株式-資本財 | 14.58% | -0.46% | -1.38% | |
| 2 | USB | US Bancorp | 株式-金融 | 12.71% | +0.03% | -0.98% | |
| 3 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 8.88% | +0.55% | -0.67% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 4.22% | — | -3.11% | |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 3.56% | — | -2.35% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.38% | +0.09% | +6.70% | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-その他 | 3.35% | -0.22% | -2.20% | |
| 8 | WFC | Wells Fargo & Co | 株式-金融 | 2.92% | -0.51% | -13.86% | |
| 9 | WY | Weyerhaeuser Co | 株式-不動産 | 2.46% | +0.02% | -1.23% | |
| 10 | IYF | Ishares US Financials ETF | ETF-その他 | 2.25% | -0.10% | -3.84% | |
| 11 | TRV | Travelers Cos Inc/the | 株式-金融 | 2.23% | +0.04% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.22% | -0.79% | -2.47% | |
| 13 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.20% | -0.43% | -3.28% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.04% | +0.07% | -2.06% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.98% | +0.18% | +0.29% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.58% | +0.06% | -5.79% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.35% | — | -1.27% | |
| 18 | PANW | Palo Alto Networks INC | 株式-IT | 1.30% | -0.33% | -32.63% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.24% | +0.44% | -5.69% | |
| 20 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.19% | — | — | |
| 21 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.09% | — | -5.51% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.08% | — | -6.29% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.04% | — | -6.54% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.97% | +0.14% | -4.59% | |
| 25 | TXN | Texas Instruments INC | 株式-IT | 0.94% | +0.22% | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +0.19% | -1.62% | |
| 27 | ✓ | Rydex ETF Trust | ETF-その他 | 0.89% | — | -1.06% | |
| 28 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.86% | +0.31% | -2.46% | |
| 29 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.86% | +0.02% | -2.91% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | -2.17% | |
| 31 | NTRS | Northern Trust CORP | 株式-金融 | 0.79% | +0.05% | — | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.71% | +0.07% | -7.71% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | — | |
| 34 | FNIUSD | First Trust Chindia ETF | ETF-その他 | 0.67% | — | -2.13% | |
| 35 | D | Dominion Energy INC | 株式-公益事業 | 0.65% | — | — | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.63% | -0.11% | -4.69% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | — | -3.67% | |
| 38 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.61% | — | -3.43% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | +0.35% | -5.67% | |
| 40 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.58% | — | +1.54% | |
| 41 | ECL | Ecolab INC | 株式-素材 | 0.55% | +0.01% | +1.09% | |
| 42 | ET | Energy Transfer LP | 株式-エネルギー | 0.54% | — | — | |
| 43 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.50% | — | -6.37% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.49% | — | +4.54% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.47% | — | +27.48% | |
| 46 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.43% | — | +1.35% | |
| 47 | ✓ | Williams Partners | 株式-その他 | 0.37% | — | -4.72% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.36% | — | +6.18% | |
| 49 | PSX | Phillips 66 | 株式-エネルギー | 0.36% | — | +0.02% | |
| 50 | MPLX | Mplx LP | 株式-エネルギー | 0.35% | — | — |