CIK: 0001629996
申告総資産額
$8957.9万
| # | 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 | ✓ | Arch Coal Inc | 株式-その他 | 94.41% | — | -5.34% | |
| 2 | RYAAY | Ryanair Holdings Plc-sp Adr | 株式-資本財 | 2.05% | — | — | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.53% | — | +102.57% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | — | +71.17% | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.45% | — | -21.91% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.42% | — | +52.76% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | -8.54% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.39% | — | -29.52% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.31% | — | +7.80% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.27% | — | -3.70% | |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.16% | — | -24.96% | |
| 12 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 0.13% | — | -70.28% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Arch Coal Inc | +42.7% | -5.34% | 減少 |
| 2 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.9% | — | 変化なし |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | +102.57% | 増加 |
| 4 | EFA | Ishares Msci Eafe ETF | +0.3% | +71.17% | 増加 |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | +0.3% | +52.76% | 増加 |
| 6 | VNQ | Vanguard Real Estate ETF | +0.2% | -8.54% | 減少 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +7.80% | 増加 |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | -21.91% | 減少 |
| 9 | EEM | Ishares Msci Emerging Market | +0.1% | -29.52% | 減少 |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | -3.70% | 減少 |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | -24.96% | 減少 |
| 12 | DFE | Wisdomtree Eur S/c Dividend | -0.1% | -70.28% | 減少 |
| 13 | USA | Liberty All-Star Equity Fund | — | EXIT | 全売却 |
| 14 | IWM | Ishares Russell 2000 ETF | — | EXIT | 全売却 |