CIK: 0001480916
申告総資産額
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| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.17% | — | +13.84% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.82% | — | +0.02% | |
| 3 | NEOG | Neogen CORP | 株式-ヘルスケア | 4.04% | — | — | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.70% | — | -1.77% | |
| 5 | ECL | Ecolab INC | 株式-素材 | 3.30% | — | +0.13% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.01% | — | -0.43% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.90% | — | -0.81% | |
| 8 | OHI | Omega Healthcare Investors | 株式-不動産 | 2.66% | — | — | |
| 9 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.58% | — | — | |
| 10 | INTC | Intel CORP | 株式-IT | 2.37% | — | -0.23% | |
| 11 | AXP | American Express Company | 株式-金融 | 2.01% | — | +0.19% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.96% | — | -1.08% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.90% | — | -0.02% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.90% | — | — | |
| 15 | PWR | Quanta Services INC | 株式-資本財 | 1.88% | — | +28.11% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.82% | — | -0.71% | |
| 17 | TROW | T Rowe Price Group INC | 株式-金融 | 1.78% | — | +0.18% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.77% | — | — | |
| 19 | AMT | American Tower CORP | 株式-不動産 | 1.73% | — | +0.05% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 1.71% | — | +0.11% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.71% | — | -13.18% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.69% | — | -14.08% | |
| 23 | COF | Capital One Financial CORP | 株式-金融 | 1.65% | — | — | |
| 24 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.41% | — | -0.34% | |
| 25 | ✓ | Cepheid | 株式-その他 | 1.41% | — | — | |
| 26 | PLMKW | Plum Acquisition Corp. IV | 株式-その他 | 1.34% | — | — | |
| 27 | DCI | Donaldson Co INC | 株式-資本財 | 1.30% | — | — | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.22% | — | +13.71% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.10% | — | -18.75% | |
| 30 | CP | Canadian Pacific Kansa F | 株式-資本財 | 1.04% | — | -0.05% | |
| 31 | EWA | Ishares Msci Australia ETF | ETF-その他 | 1.03% | — | — | |
| 32 | ✓ | Tyco International LTD | 株式-その他 | 1.02% | — | — | |
| 33 | ✓ | Qlik Technologies INC | 株式-その他 | 1.01% | — | — | |
| 34 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.93% | — | — | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.86% | — | +92.36% | |
| 36 | LMEUR | Legg Mason INC | 株式-その他 | 0.86% | — | +18.34% | |
| 37 | IEV | Ishares Europe ETF | ETF-その他 | 0.85% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | -1.39% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.74% | — | +0.00% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | +31.79% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | — | -1.07% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.64% | — | -1.49% | |
| 43 | NBL2EUR | Noble Energy INC | 株式-その他 | 0.63% | — | -0.75% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.62% | — | -22.83% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | -1.08% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | -3.76% | |
| 47 | WRI | Weingarten Realty Investors | 株式-その他 | 0.57% | — | — | |
| 48 | UTXZ | United Tech CORP | 株式-その他 | 0.54% | — | -1.88% | |
| 49 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.53% | — | -3.57% | |
| 50 | ADT | ADT Inc. | 株式-資本財 | 0.53% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1% | +13.84% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.02% | 増加 |
| 3 | NEOG | Neogen CORP | +0.6% | — | 変化なし |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +92.36% | 増加 |
| 5 | AEP | American Electric Power Company, Inc. | +0.3% | -0.71% | 減少 |
| 6 | INTC | Intel CORP | +0.2% | -0.23% | 減少 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +31.79% | 増加 |
| 8 | PLMKW | Plum Acquisition Corp. IV | +0.2% | — | 変化なし |
| 9 | VO | Vanguard Mid-cap ETF | +0.1% | +13.71% | 増加 |
| 10 | PFE | Pfizer INC | +0.1% | +46.86% | 増加 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.43% | 減少 |
| 12 | V | Visa Inc-class A Shares | +0.1% | -0.02% | 減少 |
| 13 | VUG | Vanguard Growth ETF | +0.1% | +133.89% | 増加 |
| 14 | AMT | American Tower CORP | +0.1% | +0.05% | 増加 |
| 15 | BAC | Bank Of America CORP | +0.1% | +116.13% | 増加 |
| 16 | LMEUR | Legg Mason INC | +0.1% | +18.34% | 増加 |
| 17 | AXP | American Express Company | 0% | +0.19% | 増加 |
| 18 | NSC | Norfolk Southern CORP | 0% | — | 変化なし |
| 19 | MCD | Mcdonald's CORP | 0% | -3.76% | 減少 |
| 20 | PWR | Quanta Services INC | 0% | +28.11% | 増加 |
| 21 | WFC | Wells Fargo & Co | — | +0.11% | 増加 |
| 22 | ECL | Ecolab INC | -0.1% | +0.13% | 増加 |
| 23 | IBM | Intl Business Machines CORP | -0.1% | -8.52% | 減少 |
| 24 | CVX | Chevron CORP | -0.2% | -18.75% | 減少 |
| 25 | CAT | Caterpillar INC | -0.2% | -22.83% | 減少 |
| 26 | CP | Canadian Pacific Kansa F | -0.2% | -0.05% | 減少 |
| 27 | ✓ | Qlik Technologies INC | -0.2% | — | 変化なし |
| 28 | VT | Vanguard Tot World Stk ETF | -0.3% | -85.61% | 減少 |
| 29 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -14.08% | 減少 |
| 30 | XOM | Exxon Mobil CORP | -0.3% | -13.18% | 減少 |
| 31 | AAPL | Apple INC | -0.4% | -0.81% | 減少 |
| 32 | ✓ | Cepheid | -0.4% | — | 変化なし |
| 33 | GLD | Spdr Gold Shares | -0.5% | -1.77% | 減少 |
| 34 | KMI | Kinder Morgan INC | -1.1% | -94.30% | 減少 |
| 35 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 37 | ✓ | Alphabet INC Cl A | — | EXIT | 全売却 |
| 38 | ✓ | Alphabet INC Cl C | — | EXIT | 全売却 |
| 39 | IEV | Ishares Europe ETF | — | NEW | 新規購入 |
| 40 | VXUS | Vanguard Total Intl Stock | — | NEW | 新規購入 |
| 41 | VEU | Vanguard Ftse All-world Ex-u | — | EXIT | 全売却 |
| 42 | VGK | Vanguard Ftse Europe ETF | — | NEW | 新規購入 |
| 43 | IWV | Ishares Russell 3000 ETF | — | NEW | 新規購入 |
| 44 | SUPN | Supernus Pharmaceuticals INC | — | EXIT | 全売却 |
| 45 | PFE | Pfizer Inc. | — | EXIT | 全売却 |
| 46 | TYGEUR | Tortoise Energy Infrastruct | — | EXIT | 全売却 |
| 47 | SCHX | Schwab US Large-cap ETF | — | NEW | 新規購入 |
| 48 | GOF | Guggenheim Strategic Opportunities Fund | — | EXIT | 全売却 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | ✓ | Fiduciary/claymore Mlp Oppor | — | EXIT | 全売却 |