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 | 97.07% | — | +3.34% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.38% | — | -5.69% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | — | +2.11% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.35% | — | +8.85% | |
| 5 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 0.33% | — | +230.00% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.29% | — | -6.76% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.28% | — | -9.39% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.23% | — | -3.78% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.21% | — | +0.22% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.17% | — | -50.14% | |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.16% | — | +21.30% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.15% | — | — |
| # | 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 | +2.7% | +3.34% | 増加 |
| 2 | DFE | Wisdomtree Eur S/c Dividend | +0.2% | +230.00% | 増加 |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | — | +21.30% | 増加 |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | +0.22% | 増加 |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | +8.85% | 増加 |
| 6 | AGG | Ishares Core U.s. Aggregate | -0.1% | -3.78% | 減少 |
| 7 | EFA | Ishares Msci Eafe ETF | -0.1% | +2.11% | 増加 |
| 8 | EEM | Ishares Msci Emerging Market | -0.1% | -6.76% | 減少 |
| 9 | VNQ | Vanguard Real Estate ETF | -0.1% | -9.39% | 減少 |
| 10 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -5.69% | 減少 |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | -0.3% | -50.14% | 減少 |
| 12 | RYAAY | Ryanair Holdings Plc-sp Adr | — | EXIT | 全売却 |
| 13 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |