CIK: 0001531593
申告総資産額
$8.1億
上位200銘柄を表示中（全321銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 18.89% | +0.63% | -70.87% | |
| 2 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 7.19% | — | -36.38% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.13% | — | — | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.57% | — | — | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.65% | — | -42.32% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.56% | — | +51.84% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 3.22% | — | +9240.44% | |
| 8 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.95% | — | +4405.81% | |
| 9 | GS | Goldman Sachs Group INC | 株式-金融 | 2.94% | — | -12.09% | |
| 10 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 2.63% | — | -25.45% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.60% | — | -94.23% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.69% | -11.79% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.53% | -1.80% | EXIT | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.97% | — | — | |
| 15 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.84% | — | — | |
| 16 | EQIX | Equinix INC | 株式-不動産 | 1.24% | — | +14.82% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.23% | — | -80.00% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.16% | — | +350.00% | |
| 19 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.11% | — | +550.25% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.08% | — | -6.74% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.91% | — | -44.80% | |
| 22 | ROK | Rockwell Automation, Inc. | 株式-資本財 | 0.82% | — | — | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | +39.35% | |
| 24 | ✓ | Credit Suisse AG Nassau Brh | 株式-その他 | 0.75% | — | +28.55% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | -1.20% | EXIT | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.72% | — | +915.56% | |
| 27 | CIEN | Ciena CORP | 株式-IT | 0.61% | — | — | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.58% | — | — | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | — | — | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.58% | — | — | |
| 31 | SWKS | Skyworks Solutions INC | 株式-IT | 0.55% | — | +30.43% | |
| 32 | WMB | Williams Cos INC | 株式-エネルギー | 0.55% | — | +206.04% | |
| 33 | ALK | Alaska Air Group INC | 株式-資本財 | 0.49% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +97.40% | |
| 35 | MPT | Medical Properties Trust INC | 株式-不動産 | 0.44% | — | — | |
| 36 | AIG | American International Group | 株式-金融 | 0.35% | — | -66.66% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.35% | -0.82% | -74.44% | |
| 38 | TBT | Proshares Ultrashort 20+y Tr | ETF-その他 | 0.34% | — | — | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.34% | — | — | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.34% | — | -39.97% | |
| 41 | ✓ | Chambers Str Pptys | 株式-その他 | 0.34% | — | — | |
| 42 | ✓ | Media General INC | 株式-その他 | 0.30% | — | — | |
| 43 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.29% | — | — | |
| 44 | ✓ | Quintiles Transnational Holdin | 株式-その他 | 0.28% | — | — | |
| 45 | TQQQ | ProShares UltraPro QQQ | ETF-その他 | 0.28% | — | +31.37% | |
| 46 | VALE | Vale S.A. | 株式-素材 | 0.27% | — | +861.01% | |
| 47 | UDR | Udr INC | 株式-不動産 | 0.27% | — | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | +837.80% | |
| 49 | AME | Ametek INC | 株式-資本財 | 0.26% | — | — | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.25% | -3.44% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +3.2% | +9240.44% | 増加 |
| 2 | SBUX | Starbucks CORP | +2.9% | +4405.81% | 増加 |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | +2% | +51.84% | 増加 |
| 4 | GS | Goldman Sachs Group INC | +1.8% | -12.09% | 減少 |
| 5 | BXUSD | Blackstone Group Lp/the | +1.5% | -25.45% | 減少 |
| 6 | WMT | Walmart INC | +1.2% | +37.66% | 増加 |
| 7 | WBA | Walgreens Boots Alliance INC | +1% | +550.25% | 増加 |
| 8 | BLV | Vanguard Long-term Bond ETF | +1% | +350.00% | 増加 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.7% | +915.56% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.6% | -11.79% | 減少 |
| 11 | WMB | Williams Cos INC | +0.4% | +206.04% | 増加 |
| 12 | BA | Boeing Co/the | +0.1% | -44.80% | 減少 |
| 13 | CSCO | Cisco Systems INC | 0% | -31.74% | 減少 |
| 14 | BMY | Bristol-myers Squibb Co | -0.3% | -84.09% | 減少 |
| 15 | TQQQ | ProShares UltraPro QQQ | -0.3% | -82.94% | 減少 |
| 16 | GM | General Motors Co | -0.4% | -88.04% | 減少 |
| 17 | AIG | American International Group | -0.4% | -66.66% | 減少 |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | -0.6% | -97.41% | 減少 |
| 19 | BAC | Bank Of America CORP | -0.7% | -74.44% | 減少 |
| 20 | JPM | Jpmorgan Chase & Co | -0.7% | -42.32% | 減少 |
| 21 | KMI | Kinder Morgan INC | -0.7% | -81.74% | 減少 |
| 22 | FXI | Ishares China Large-cap ETF | -0.8% | -92.37% | 減少 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | -95.55% | 減少 |
| 24 | GILD | Gilead Sciences INC | -1.1% | -36.38% | 減少 |
| 25 | AEP | American Electric Power Company, Inc. | -2.3% | -97.07% | 減少 |
| 26 | VCIT | Vanguard Int-term Corporate | -2.9% | -80.00% | 減少 |
| 27 | DIS | Walt Disney Co/the | -4.2% | -94.23% | 減少 |
| 28 | AAPL | Apple INC | -9.3% | -70.87% | 減少 |
| 29 | ✓ | Time Warner Cable INC | -11.4% | -99.40% | 減少 |
| 30 | BIV | Vanguard Intermediate-term B | — | NEW | 新規購入 |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新規購入 |
| 32 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新規購入 |
| 33 | VCLT | Vanguard Long-term CORP Bond | — | NEW | 新規購入 |
| 34 | ROK | Rockwell Automation, Inc. | — | NEW | 新規購入 |
| 35 | KR | Kroger Co | — | EXIT | 全売却 |
| 36 | CIEN | Ciena CORP | — | NEW | 新規購入 |
| 37 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | 新規購入 |
| 38 | ABT | Abbott Laboratories | — | NEW | 新規購入 |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | 新規購入 |
| 40 | ABX | Barrick Gold CORP | — | EXIT | 全売却 |
| 41 | ALK | Alaska Air Group INC | — | NEW | 新規購入 |
| 42 | MPT | Medical Properties Trust INC | — | NEW | 新規購入 |
| 43 | ✓ | Montpelier Re Holdings LTD | — | EXIT | 全売却 |
| 44 | TBT | Proshares Ultrashort 20+y Tr | — | NEW | 新規購入 |
| 45 | AMGN | Amgen INC | — | NEW | 新規購入 |
| 46 | ✓ | Chambers Str Pptys | — | NEW | 新規購入 |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | HDB | Hdfc Bank Ltd-adr | — | EXIT | 全売却 |
| 49 | MO | Altria Group INC | — | EXIT | 全売却 |
| 50 | ✓ | Media General INC | — | NEW | 新規購入 |