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 | 7.07% | -0.66% | +2.78% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.02% | -1.26% | +28.43% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.21% | — | +0.37% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 5.00% | -0.33% | +0.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.30% | -0.25% | +6.39% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.27% | -3.85% | +15.48% | |
| 7 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 4.21% | -1.05% | +901.64% | |
| 8 | ✓ | 株式-その他 | 3.93% | -0.89% | -2.34% | ||
| 9 | IDV | Ishares International Select | ETF-その他 | 3.75% | -0.73% | +49.30% | |
| 10 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 2.93% | -0.72% | -5.89% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.15% | +0.15% | -2.30% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.90% | -0.02% | -30.17% | |
| 13 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 1.89% | — | -6.22% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.64% | -1.46% | +14.56% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.61% | +0.54% | -3.54% | |
| 16 | VLO | Valero Energy CORP | 株式-エネルギー | 1.50% | — | -6.71% | |
| 17 | MS | Morgan Stanley | 株式-金融 | 1.39% | +0.02% | -6.36% | |
| 18 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 1.31% | — | -5.56% | |
| 19 | SLB | Slb LTD | 株式-エネルギー | 1.26% | — | — | |
| 20 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.25% | — | -6.52% | |
| 21 | HFCUSD | Hollyfrontier CORP | 株式-その他 | 1.24% | +0.22% | -7.97% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.19% | +0.23% | — | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.16% | +0.07% | -6.24% | |
| 24 | LMEUR | Legg Mason INC | 株式-その他 | 1.14% | — | -8.48% | |
| 25 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 1.11% | — | -0.44% | |
| 26 | MET | Metlife INC | 株式-金融 | 1.02% | — | -22.51% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | +0.14% | — | |
| 28 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.91% | -0.83% | +6.16% | |
| 29 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.91% | -0.51% | +15.09% | |
| 30 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.88% | — | -1.67% | |
| 31 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.88% | — | -36.52% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.88% | +0.43% | +223.99% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.86% | -0.78% | +10.07% | |
| 34 | VIAB | Viacom Inc-class B | 株式-その他 | 0.85% | -0.85% | EXIT | |
| 35 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.84% | -0.58% | -2.77% | |
| 36 | WDC | Western Digital CORP | 株式-IT | 0.84% | — | -0.00% | |
| 37 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.78% | -0.78% | EXIT | |
| 38 | MFC | Manulife Financial CORP | 株式-金融 | 0.77% | — | -1.27% | |
| 39 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.72% | — | -31.12% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | — | -4.67% | |
| 41 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.70% | — | — | |
| 42 | MBB | Ishares Mbs ETF | ETF-その他 | 0.68% | -0.56% | +7.08% | |
| 43 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.64% | -0.30% | +11.12% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.63% | +1.14% | -35.52% | |
| 45 | STX | Seagate Technology Holdings plc | 株式-IT | 0.58% | — | -5.94% | |
| 46 | ✓ | Oclaro INC | 株式-その他 | 0.52% | -0.52% | EXIT | |
| 47 | ON | On Semiconductor | 株式-IT | 0.50% | — | -13.84% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | -0.34% | +137.06% | |
| 49 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.46% | — | — | |
| 50 | AVGO | Broadcom Inc. | 株式-IT | 0.42% | — | +0.24% |