CIK: 0001427806
申告総資産額
$10.6億
上位200銘柄を表示中（全302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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.20% | +0.01% | +0.44% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.05% | +0.06% | +1.70% | |
| 3 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 4.12% | — | +32.22% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.55% | +0.13% | +3.52% | |
| 5 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 3.46% | -0.37% | +3.81% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.10% | — | -0.03% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.33% | — | +5.26% | |
| 8 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.24% | — | +4.27% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.19% | — | -0.69% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.07% | — | +3.90% | |
| 11 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 2.06% | — | -4.06% | |
| 12 | EWG | Ishares Msci Germany ETF | ETF-その他 | 1.62% | — | +9.14% | |
| 13 | ✓ | Powershares | 株式-その他 | 1.59% | — | -1.16% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.52% | +0.05% | -7.71% | |
| 15 | GOOG | Alphabet A | 株式-通信サービス | 1.49% | — | -2.34% | |
| 16 | AXP | American Express Co | 株式-金融 | 1.44% | — | -4.89% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.42% | — | -3.49% | |
| 18 | ✓ | Powershares ETF Trust Ii | ETF-その他 | 1.41% | — | -1.34% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.40% | -0.02% | +33.36% | |
| 20 | MMM | 3m Co | 株式-資本財 | 1.38% | — | -3.20% | |
| 21 | AXP | American Express Company | 株式-金融 | 1.36% | — | -3.26% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.34% | +0.15% | -8.78% | |
| 23 | EFX | Equifax INC | 株式-資本財 | 1.27% | — | -3.35% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 1.24% | +0.06% | -6.47% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | — | -3.49% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.17% | — | -18.81% | |
| 27 | OMC | Omnicom Group | 株式-通信サービス | 1.16% | — | -2.24% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | +0.03% | -14.13% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.12% | -0.22% | +17.34% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 1.05% | -0.14% | -9.34% | |
| 31 | SLB | Slb LTD | 株式-エネルギー | 1.05% | — | -2.92% | |
| 32 | BWA | Borgwarner INC | 株式-一般消費財 | 1.03% | — | +113.03% | |
| 33 | BEN | Franklin Resources INC | 株式-金融 | 1.02% | — | -1.28% | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.02% | +0.41% | +5.90% | |
| 35 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.00% | -0.58% | -5.88% | |
| 36 | ✓ | Powershares ETF Trust Ii | ETF-その他 | 0.99% | — | +2.76% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.98% | — | -4.37% | |
| 38 | APD | Air Products & Chemicals INC | 株式-素材 | 0.97% | — | -1.69% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | +0.97% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.92% | +0.08% | -2.75% | |
| 41 | NDAQ | Nasdaq INC | 株式-金融 | 0.92% | — | +22.22% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.90% | -1.18% | +32.35% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.88% | — | -12.68% | |
| 44 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.86% | — | -12.74% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.85% | — | +6.06% | |
| 46 | SYK | Stryker CORP | 株式-ヘルスケア | 0.81% | +0.07% | +1.59% | |
| 47 | ✓ | 株式-その他 | 0.81% | — | -24.53% | ||
| 48 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.79% | -0.01% | -4.59% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.79% | — | +7.54% | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.78% | — | +0.16% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EZU | Ishares Msci Eurozone ETF | +1.1% | +32.22% | 増加 |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.4% | +33.36% | 増加 |
| 3 | ACWI | Ishares Msci Acwi ETF | +0.3% | +74.06% | 増加 |
| 4 | NDAQ | Nasdaq INC | +0.3% | +22.22% | 増加 |
| 5 | ABBV | Abbvie INC | +0.3% | +17.34% | 増加 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.70% | 増加 |
| 7 | EWG | Ishares Msci Germany ETF | +0.2% | +9.14% | 増加 |
| 8 | GOOG | Alphabet A | +0.2% | -2.34% | 減少 |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | +3.52% | 増加 |
| 10 | MINT | Pimco Enhanced Short Maturit | +0.2% | +32.35% | 増加 |
| 11 | SCHD | Schwab U.S. Dividend Equity ETF | +0.2% | +31.07% | 増加 |
| 12 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.44% | 増加 |
| 13 | XLV | Ss Health Care Select Sector | +0.1% | +16.67% | 増加 |
| 14 | XLY | Ss Consumer Disc Select Sect | +0.1% | +19.42% | 増加 |
| 15 | ✓ | Rydex ETF Trust | +0.1% | +15.03% | 増加 |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +4.27% | 増加 |
| 17 | AXP | American Express Co | +0.1% | -4.89% | 減少 |
| 18 | MMM | 3m Co | +0.1% | -3.20% | 減少 |
| 19 | BWA | Borgwarner INC | +0.1% | +113.03% | 増加 |
| 20 | OMC | Omnicom Group | +0.1% | -2.24% | 減少 |
| 21 | NSC | Norfolk Southern CORP | +0.1% | +0.16% | 増加 |
| 22 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +18.43% | 増加 |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +5.26% | 増加 |
| 24 | EFX | Equifax INC | +0.1% | -3.35% | 減少 |
| 25 | VGK | Vanguard Ftse Europe ETF | +0.1% | +5.90% | 増加 |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +7.58% | 増加 |
| 27 | BEN | Franklin Resources INC | +0.1% | -1.28% | 減少 |
| 28 | AXP | American Express Company | +0.1% | -3.26% | 減少 |
| 29 | SYK | Stryker CORP | +0.1% | +1.59% | 増加 |
| 30 | XOM | Exxon Mobil CORP | 0% | -7.71% | 減少 |
| 31 | ✓ | Powershares ETF Trust Ii | 0% | +2.76% | 増加 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -3.49% | 減少 |
| 33 | AAPL | Apple INC | 0% | -8.78% | 減少 |
| 34 | QAI | Nyli Hdg Multi-str Trk ETF | 0% | +3.81% | 増加 |
| 35 | IBM | Intl Business Machines CORP | -0.2% | -12.68% | 減少 |
| 36 | PG | Procter & Gamble Co/the | -0.2% | -14.13% | 減少 |
| 37 | IVE | Ishares S&p 500 Value ETF | -0.2% | -18.81% | 減少 |
| 38 | EPP | Ishares Msci Pacific Ex Japa | -0.3% | -4.06% | 減少 |
| 39 | PH | Parker Hannifin CORP | -0.3% | -98.62% | 減少 |
| 40 | SHW | Sherwin-williams Co/the | -0.3% | -26.04% | 減少 |
| 41 | ✓ | -0.3% | -24.53% | 減少 | |
| 42 | DE | Deere & Co | -0.8% | -99.62% | 減少 |
| 43 | CHRW | C.h. Robinson Worldwide INC | — | EXIT | 全売却 |
| 44 | GD | General Dynamics CORP | — | NEW | 新規購入 |
| 45 | PLPC | Preformed Line Products Co | — | EXIT | 全売却 |
| 46 | POL4EUR | Polyone Corporation | — | EXIT | 全売却 |
| 47 | ITA | Ishares U.s. Aerospace & Def | — | NEW | 新規購入 |
| 48 | ✓ | Ddr CORP Com | — | EXIT | 全売却 |
| 49 | NX | Quanex Building Products | — | EXIT | 全売却 |
| 50 | MBB | Ishares Mbs ETF | — | EXIT | 全売却 |