CIK: 0001632078
申告総資産額
$3.1億
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 14.22% | — | -2.40% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 11.11% | -0.72% | -2.90% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.99% | +0.24% | NEW | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.99% | -0.52% | -1.50% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 6.18% | -0.24% | +1.95% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.44% | — | +0.65% | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 3.31% | +0.31% | -1.03% | |
| 8 | XLF | Ss Financial Select Sector | ETF-その他 | 3.12% | — | -0.52% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.64% | — | -0.10% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.40% | +0.59% | +0.95% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.36% | +0.15% | NEW | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.31% | — | +0.43% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.60% | — | +2.32% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.40% | -0.74% | — | |
| 15 | SYK | Stryker CORP | 株式-ヘルスケア | 1.33% | — | — | |
| 16 | IPAR | Interparfums INC | 株式-その他 | 1.28% | — | — | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | — | — | |
| 18 | HAL | Halliburton Co | 株式-エネルギー | 1.17% | — | +5.71% | |
| 19 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.17% | — | — | |
| 20 | INTU | Intuit INC | 株式-IT | 1.13% | — | — | |
| 21 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.12% | — | +359.38% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.05% | — | — | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.05% | — | -11.27% | |
| 24 | CLB | Core Laboratories Inc. | 株式-その他 | 0.99% | — | — | |
| 25 | ✓ | 株式-その他 | 0.96% | — | — | ||
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.94% | — | — | |
| 27 | GAIA | Gaia INC | 株式-その他 | 0.93% | — | — | |
| 28 | EOG | Eog Resources INC | 株式-エネルギー | 0.93% | — | — | |
| 29 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.92% | — | — | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.89% | — | -0.98% | |
| 31 | LSTR | Landstar System INC | 株式-資本財 | 0.87% | — | — | |
| 32 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.85% | — | — | |
| 33 | JOF | Japan Smaller Capitalization | 株式-その他 | 0.82% | -0.17% | EXIT | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | +0.62% | -1.63% | |
| 35 | BTU | Peabody Energy Corporation | 株式-エネルギー | 0.75% | — | — | |
| 36 | INTC | Intel CORP | 株式-IT | 0.60% | — | -4.22% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | -6.85% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.55% | — | — | |
| 39 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.52% | — | — | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.49% | -0.21% | EXIT | |
| 41 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.43% | — | +3.40% | |
| 42 | AAPL | Apple INC | 株式-IT | 0.42% | — | -7.23% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.28% | — | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | +0.14% | — | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.32% | — | — | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | — | — | |
| 47 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.29% | — | +48.91% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.27% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | -0.22% | — | |
| 50 | ✓ | Integrated Device Technology INC | 株式-その他 | 0.25% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DEO | Diageo Plc-sponsored Adr | +0.9% | +359.38% | 増加 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.5% | -0.56% | 減少 |
| 3 | VUG | Vanguard Growth ETF | +0.5% | +1.95% | 増加 |
| 4 | SCHG | Schwab US Large-cap Growth | +0.3% | -2.90% | 減少 |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +11.20% | 増加 |
| 6 | GAIA | Gaia INC | +0.2% | — | 変化なし |
| 7 | SCHB | Schwab US Broad Market ETF | +0.2% | +0.65% | 増加 |
| 8 | INTU | Intuit INC | +0.1% | — | 変化なし |
| 9 | MA | Mastercard INC - A | +0.1% | — | 変化なし |
| 10 | R6C2 | Royal Dutch Shell-spon Adr-b | +0.1% | +48.91% | 増加 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.43% | 増加 |
| 12 | MSFT | Microsoft CORP | +0.1% | — | 変化なし |
| 13 | XLE | Ss Energy Select Sector | +0.1% | -1.03% | 減少 |
| 14 | LSTR | Landstar System INC | +0.1% | — | 変化なし |
| 15 | IPAR | Interparfums INC | +0.1% | — | 変化なし |
| 16 | COST | Costco Wholesale CORP | +0.1% | — | 変化なし |
| 17 | V | Visa Inc-class A Shares | +0.1% | — | 変化なし |
| 18 | ADBE | Adobe INC | +0.1% | — | 変化なし |
| 19 | CVX | Chevron CORP | +0.1% | +0.95% | 増加 |
| 20 | ISRG | Intuitive Surgical INC | 0% | — | 変化なし |
| 21 | GOOG | Alphabet Inc-cl C | 0% | — | 変化なし |
| 22 | XOM | Exxon Mobil CORP | 0% | -1.63% | 減少 |
| 23 | SDY | Ss Spdr S&p Dividend ETF | 0% | -2.40% | 減少 |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +2.32% | 増加 |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | 0% | -6.55% | 減少 |
| 26 | PFE | Pfizer INC | 0% | -6.85% | 減少 |
| 27 | JOF | Japan Smaller Capitalization | 0% | — | 変化なし |
| 28 | JNJ | Johnson & Johnson | 0% | -12.92% | 減少 |
| 29 | T | At&t INC | 0% | -15.00% | 減少 |
| 30 | MRK | Merck & Co. INC. | 0% | -17.70% | 減少 |
| 31 | CFR | Cullen/frost Bankers INC | -0.1% | — | 変化なし |
| 32 | INTC | Intel CORP | -0.1% | -4.22% | 減少 |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | -11.27% | 減少 |
| 34 | XLF | Ss Financial Select Sector | -0.1% | -0.52% | 減少 |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.10% | 減少 |
| 36 | HAL | Halliburton Co | -0.1% | +5.71% | 増加 |
| 37 | SCHF | Schwab Intl Equity ETF | -0.3% | -1.50% | 減少 |
| 38 | RIO | Rio Tinto Plc-spon Adr | -0.9% | -81.96% | 減少 |
| 39 | RSPH | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 40 | ✓ | Powershares S&p 500 Equal Weight Health Care Portfolio | — | EXIT | 全売却 |
| 41 | CTSH | Cognizant Tech Solutions-a | — | EXIT | 全売却 |
| 42 | EOG | Eog Resources INC | — | NEW | 新規購入 |
| 43 | HII | Huntington Ingalls Industrie | — | EXIT | 全売却 |
| 44 | RES | Rpc INC | — | EXIT | 全売却 |
| 45 | EW | Edwards Lifesciences CORP | — | EXIT | 全売却 |
| 46 | NSRGY | Nestle Sa-spons Adr | — | NEW | 新規購入 |
| 47 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |
| 48 | MORN | Morningstar INC | — | NEW | 新規購入 |
| 49 | OSVEUR | Vaneck Vectors Oil Services | — | EXIT | 全売却 |
| 50 | TXN | Texas Instruments INC | — | EXIT | 全売却 |