CIK: 0001665445
申告総資産額
$3.1億
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.80% | -0.66% | +7.65% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.27% | — | +1.26% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.42% | -1.26% | +70.08% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 5.17% | -0.33% | +0.50% | |
| 5 | ✓ | 株式-その他 | 4.23% | -0.89% | +2.77% | ||
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.06% | -0.25% | -5.77% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.86% | -3.85% | +27.59% | |
| 8 | PCN | Pimco Corporate & Income Str | 株式-その他 | 3.62% | — | -2.35% | |
| 9 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 3.24% | -0.72% | -10.50% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.76% | -0.02% | +18.71% | |
| 11 | IDV | Ishares International Select | ETF-その他 | 2.54% | -0.73% | -11.39% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.15% | +0.15% | -5.56% | |
| 13 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 1.89% | — | +15.31% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.67% | +0.54% | +26.07% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.49% | -1.46% | +20.80% | |
| 16 | VLO | Valero Energy CORP | 株式-エネルギー | 1.47% | — | -4.85% | |
| 17 | MET | Metlife INC | 株式-金融 | 1.45% | — | +3.55% | |
| 18 | MS | Morgan Stanley | 株式-金融 | 1.43% | +0.02% | +7.49% | |
| 19 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 1.32% | — | -5.41% | |
| 20 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.30% | — | -5.48% | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.29% | — | — | |
| 22 | LMEUR | Legg Mason INC | 株式-その他 | 1.26% | — | +7.27% | |
| 23 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 1.19% | — | -5.81% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.11% | +0.07% | — | |
| 25 | HFCUSD | Hollyfrontier CORP | 株式-その他 | 1.07% | +0.22% | -4.73% | |
| 26 | STLD | Steel Dynamics INC | 株式-素材 | 1.04% | — | +12.63% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.01% | -0.58% | +300.89% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.00% | +1.14% | -39.37% | |
| 29 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.99% | — | -0.51% | |
| 30 | WDC | Western Digital CORP | 株式-IT | 0.90% | — | +7.85% | |
| 31 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.90% | -0.83% | -30.21% | |
| 32 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.87% | — | -0.55% | |
| 33 | VIAB | Viacom Inc-class B | 株式-その他 | 0.85% | -0.85% | EXIT | |
| 34 | INDA | Ishares Msci India ETF | ETF-その他 | 0.84% | -0.34% | EXIT | |
| 35 | ADNT | Adient plc | 株式-その他 | 0.84% | — | +95.85% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.79% | -0.78% | — | |
| 37 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.77% | -0.51% | +14.36% | |
| 38 | STX | Seagate Technology Holdings plc | 株式-IT | 0.76% | — | +4.24% | |
| 39 | MFC | Manulife Financial CORP | 株式-金融 | 0.76% | — | -0.18% | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.72% | — | -8.42% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.69% | -0.78% | EXIT | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | — | -9.69% | |
| 43 | GM | General Motors Co | 株式-一般消費財 | 0.66% | — | -11.17% | |
| 44 | ✓ | Oclaro INC | 株式-その他 | 0.66% | -0.52% | EXIT | |
| 45 | MBB | Ishares Mbs ETF | ETF-その他 | 0.66% | -0.56% | -28.80% | |
| 46 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.58% | -0.30% | — | |
| 47 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.52% | — | -20.05% | |
| 48 | LNC | Lincoln National CORP | 株式-金融 | 0.48% | — | -16.23% | |
| 49 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 0.47% | — | -51.88% | |
| 50 | ON | On Semiconductor | 株式-IT | 0.46% | — | -15.57% |