CIK: 0001598898
申告総資産額
$1.8億
| # | 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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 7.61% | -0.60% | +5.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.14% | +1.05% | +3.61% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.15% | -0.10% | +19.28% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.12% | +0.01% | +13.61% | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.15% | +0.10% | +8.42% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.13% | -0.22% | +0.96% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.13% | +0.12% | NEW | |
| 8 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 2.08% | -0.15% | +7.21% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | +0.14% | +5.59% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.97% | +0.03% | +42.23% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.90% | +0.05% | +4.13% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.85% | — | — | |
| 13 | ORCL | Oracle CORP | 株式-IT | 1.84% | -0.21% | +9.66% | |
| 14 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 1.80% | — | +4.75% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 1.77% | — | +4.27% | |
| 16 | CB | Chubb Limited | 株式-金融 | 1.73% | — | +2.74% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.72% | -0.01% | +4.52% | |
| 18 | PLMKW | Plum Acquisition Corp. IV | 株式-その他 | 1.70% | — | +0.25% | |
| 19 | COR | Cencora INC | 株式-ヘルスケア | 1.68% | — | +8.44% | |
| 20 | USB | US Bancorp | 株式-金融 | 1.58% | -0.03% | -3.40% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.47% | — | -0.75% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.40% | +0.01% | — | |
| 23 | HUM | Humana INC | 株式-ヘルスケア | 1.39% | +0.44% | -43.76% | |
| 24 | ✓ | Powershares | 株式-その他 | 1.36% | — | — | |
| 25 | ✓ | 株式-その他 | 1.35% | — | — | ||
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.31% | — | +2.06% | |
| 27 | ✓ | 株式-その他 | 1.29% | — | +6.75% | ||
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.27% | +0.14% | +0.34% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | -0.22% | +266.49% | |
| 30 | ROST | Ross Stores INC | 株式-一般消費財 | 1.22% | — | +114.85% | |
| 31 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 1.20% | — | +7.06% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.19% | -0.20% | — | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.17% | — | +5.27% | |
| 34 | FDX | Fedex CORP | 株式-資本財 | 1.13% | — | +1.59% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.09% | +0.06% | +0.56% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | +0.01% | -0.61% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 1.08% | +0.05% | +7.49% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 1.06% | — | +7.40% | |
| 39 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.05% | -0.07% | -0.59% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.03% | +0.11% | +14.08% | |
| 41 | MCHP | Microchip Technology INC | 株式-IT | 1.03% | +0.06% | +4.70% | |
| 42 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 1.02% | — | -4.17% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.00% | — | +97.01% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.89% | — | +10.29% | |
| 45 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.88% | -0.13% | +2.33% | |
| 46 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.87% | — | — | |
| 47 | AXP | American Express Co | 株式-金融 | 0.86% | — | — | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | — | +6.41% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.85% | +0.02% | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.76% | — | +2.09% |