CIK: 0001351731
申告総資産額
$41.4億
| # | 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 | PYPL | Paypal Holdings INC | 株式-金融 | 5.47% | — | -9.47% | |
| 2 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.87% | — | -8.14% | |
| 3 | MDT | Medtronic plc | 株式-ヘルスケア | 4.82% | -0.11% | -7.80% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 4.79% | -0.07% | -8.38% | |
| 5 | ADBE | Adobe INC | 株式-IT | 4.77% | — | -11.77% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.76% | -0.38% | -8.56% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.71% | -0.14% | -8.22% | |
| 8 | SBUX | Starbucks CORP | 株式-一般消費財 | 4.61% | — | -7.60% | |
| 9 | CELG | Celgene CORP | 株式-その他 | 4.60% | — | -7.42% | |
| 10 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 4.57% | — | -7.39% | |
| 11 | AAPL | Apple INC | 株式-IT | 4.55% | -0.10% | -8.01% | |
| 12 | ✓ | 株式-その他 | 4.55% | — | -7.59% | ||
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.55% | -0.24% | -6.69% | |
| 14 | GS | Goldman Sachs Group INC | 株式-金融 | 4.49% | — | +3.92% | |
| 15 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 4.42% | — | -7.01% | |
| 16 | BIIB | Biogen INC | 株式-ヘルスケア | 4.40% | — | -7.39% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.25% | — | -6.73% | |
| 18 | TJX | Tjx Companies INC | 株式-一般消費財 | 4.17% | -0.07% | -6.32% | |
| 19 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 4.16% | — | -7.01% | |
| 20 | KR | Kroger Co | 株式-生活必需品 | 3.58% | — | -6.10% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.63% | +0.47% | +33.44% | |
| 22 | ✓ | Select Sector Spdr Tr | 株式-その他 | 1.44% | — | +35.17% | |
| 23 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.44% | — | +30.71% | |
| 24 | ✓ | Select Sector Spdr Tr | 株式-その他 | 0.98% | — | +32.96% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.68% | — | +32.15% | |
| 26 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.54% | +5.20% | +36.26% | |
| 27 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.50% | — | +38.97% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.48% | +0.61% | +37.32% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.45% | — | +31.10% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.22% | — | +28.21% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.22% | — | +29.51% | |
| 32 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.18% | -2.39% | +34.55% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | -0.07% | +17.36% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-その他 | — | — | — | |
| 35 | HCA | Hca Healthcare INC | 株式-ヘルスケア | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +0.7% | -9.47% | 減少 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.5% | +33.44% | 増加 |
| 3 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | +0.4% | +30.71% | 増加 |
| 4 | ✓ | Select Sector Spdr Tr | +0.4% | +35.17% | 増加 |
| 5 | UNH | Unitedhealth Group INC | +0.3% | -8.14% | 減少 |
| 6 | ✓ | Select Sector Spdr Tr | +0.3% | +32.96% | 増加 |
| 7 | MDT | Medtronic plc | +0.2% | -7.80% | 減少 |
| 8 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | +32.15% | 増加 |
| 9 | IEUR | Ishares Core Msci Europe ETF | +0.2% | +36.26% | 増加 |
| 10 | IYG | Ishares U.s. Financial Servi | +0.2% | +38.97% | 増加 |
| 11 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +37.32% | 増加 |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +31.10% | 増加 |
| 13 | GS | Goldman Sachs Group INC | +0.1% | +3.92% | 増加 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -8.56% | 減少 |
| 15 | MA | Mastercard INC - A | +0.1% | -8.38% | 減少 |
| 16 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +34.55% | 増加 |
| 17 | FLOT | Ishares Floating Rate Bond E | +0.1% | +28.21% | 増加 |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +29.51% | 増加 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +17.36% | 増加 |
| 20 | IWV | Ishares Russell 3000 ETF | — | — | 変化なし |
| 21 | HCA | Hca Healthcare INC | — | — | 変化なし |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -6.69% | 減少 |
| 23 | CELG | Celgene CORP | -0.1% | -7.42% | 減少 |
| 24 | GILD | Gilead Sciences INC | -0.1% | -7.39% | 減少 |
| 25 | MSFT | Microsoft CORP | -0.1% | -8.22% | 減少 |
| 26 | ADBE | Adobe INC | -0.1% | -11.77% | 減少 |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | -7.01% | 減少 |
| 28 | ✓ | -0.2% | -7.59% | 減少 | |
| 29 | SBUX | Starbucks CORP | -0.3% | -7.60% | 減少 |
| 30 | AAPL | Apple INC | -0.3% | -8.01% | 減少 |
| 31 | BIIB | Biogen INC | -0.3% | -7.39% | 減少 |
| 32 | KHC | Kraft Heinz Co/the | -0.5% | -7.01% | 減少 |
| 33 | DIS | Walt Disney Co/the | -0.5% | -6.73% | 減少 |
| 34 | TJX | Tjx Companies INC | -0.6% | -6.32% | 減少 |
| 35 | KR | Kroger Co | -1.1% | -6.10% | 減少 |
| 36 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 全売却 |
| 37 | ✓ | Bioverativ Inc | — | EXIT | 全売却 |