CIK: 0001749798
申告総資産額
$3.2億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 22.09% | -0.01% | +1.16% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 19.62% | — | -0.09% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 12.56% | — | +1.00% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 12.26% | — | +1.37% | |
| 5 | NWL | Newell Brands INC | 株式-生活必需品 | 3.68% | — | +96.83% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.49% | — | +1.57% | |
| 7 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 3.31% | — | +1.16% | |
| 8 | KMT | Kennametal INC | 株式-その他 | 2.93% | — | +2.47% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.70% | — | +2.04% | |
| 10 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 2.60% | — | +2.49% | |
| 11 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 2.41% | — | +24.15% | |
| 12 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 2.41% | — | +3.07% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 2.37% | — | +3.03% | |
| 14 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 2.11% | +0.26% | -3.47% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 2.11% | — | +3.70% | |
| 16 | PGX | Invesco Preferred ETF | ETF-その他 | 1.05% | — | -3.77% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | +0.01% | — | |
| 18 | CTLEUR | Centurylink INC | 株式-その他 | 0.41% | — | -4.03% | |
| 19 | DUK | Duke Energy CORP | 株式-公益事業 | 0.40% | — | +1.05% | |
| 20 | GM | General Motors Co | 株式-一般消費財 | 0.36% | — | -3.90% | |
| 21 | MFC | Manulife Financial CORP | 株式-金融 | 0.29% | +0.03% | — | |
| 22 | T | At&t INC | 株式-通信サービス | 0.20% | — | +1.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.6% | +1.16% | 増加 |
| 2 | NWL | Newell Brands INC | +1.3% | +96.83% | 増加 |
| 3 | AAPL | Apple INC | +0.7% | +1.57% | 増加 |
| 4 | KMT | Kennametal INC | +0.6% | +2.47% | 増加 |
| 5 | VBR | Vanguard Small-cap Value ETF | +0.4% | +1.00% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.04% | 増加 |
| 7 | BAC | Bank Of America CORP | +0.2% | +3.03% | 増加 |
| 8 | GS | Goldman Sachs Group INC | +0.1% | +3.70% | 増加 |
| 9 | VXUS | Vanguard Total Intl Stock | +0.1% | +1.37% | 増加 |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +2.49% | 増加 |
| 11 | EUFN | Ishares Msci Europe Financia | +0.1% | +3.07% | 増加 |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 変化なし |
| 13 | KWEB | Kranesh Csi China Internet | 0% | +24.15% | 増加 |
| 14 | CTLEUR | Centurylink INC | 0% | -4.03% | 減少 |
| 15 | HDSUSD | Hd Supply Holdings INC | 0% | +1.16% | 増加 |
| 16 | T | At&t INC | 0% | +1.08% | 増加 |
| 17 | DUK | Duke Energy CORP | 0% | +1.05% | 増加 |
| 18 | MFC | Manulife Financial CORP | — | — | 変化なし |
| 19 | BDJ | Blackrock Enhanced Eqty Dvd | 0% | -3.47% | 減少 |
| 20 | PGX | Invesco Preferred ETF | -0.1% | -3.77% | 減少 |
| 21 | GM | General Motors Co | -0.1% | -3.90% | 減少 |
| 22 | BSV | Vanguard Short-term Bond ETF | -0.1% | -0.09% | 減少 |
| 23 | JNJ | Johnson & Johnson | — | EXIT | 全売却 |
| 24 | AIG | American International Group | — | EXIT | 全売却 |