CIK: 0001445893
申告総資産額
$21.7億
| # | 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 | ✓ | Spdr S&p 500 ETF Tr | ETF-大型株・グロース | 38.29% | — | -9.18% | |
| 2 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 25.17% | — | +63.34% | |
| 3 | ✓ | 株式-その他 | 5.62% | — | +52.63% | ||
| 4 | AMZN | Amazon.com, Inc. | 株式-一般消費財 | 3.36% | — | +7.92% | |
| 5 | ✓ | Ishares Tr | 株式-その他 | 3.21% | — | +1.77% | |
| 6 | ✓ | 株式-その他 | 3.05% | — | +57.66% | ||
| 7 | ✓ | Amazon Com INC | 株式-その他 | 2.89% | — | +18.67% | |
| 8 | GLD | SPDR Gold Shares | ETF-コモディティ | 1.91% | — | -8.24% | |
| 9 | AAPL | Apple Inc. | 株式-IT | 1.78% | — | -8.01% | |
| 10 | MCHX | Marchex, Inc. | 株式-その他 | 1.70% | — | -12.90% | |
| 11 | ✓ | Ishares Tr | 株式-その他 | 1.46% | — | +24.59% | |
| 12 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | ETF-大型株・グロース | 1.37% | — | +112.36% | |
| 13 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | ETF-大型株・グロース | 1.37% | — | +55.01% | |
| 14 | GLD | SPDR Gold Shares | ETF-コモディティ | 1.29% | — | -16.19% | |
| 15 | META | Meta Platforms, Inc. | 株式-通信サービス | 0.96% | — | -3.40% | |
| 16 | ✓ | Meta Platforms INC | 株式-その他 | 0.95% | — | +9.96% | |
| 17 | BABA | Alibaba Group Holding Limited | 株式-一般消費財 | 0.91% | — | +59.34% | |
| 18 | BABA | Alibaba Group Holding Limited | 株式-一般消費財 | 0.84% | — | +49.55% | |
| 19 | TSLA | Tesla, Inc. | 株式-一般消費財 | 0.56% | — | -3.71% | |
| 20 | TSLA | Tesla, Inc. | 株式-一般消費財 | 0.47% | — | -4.06% | |
| 21 | NFLX | Netflix, Inc. | 株式-通信サービス | 0.37% | — | +188.70% | |
| 22 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.34% | — | +64.06% | |
| 23 | NFLX | Netflix, Inc. | 株式-通信サービス | 0.33% | — | +41.56% | |
| 24 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.30% | — | +865.41% | |
| 25 | NVDA | NVIDIA Corporation | 株式-IT | 0.25% | — | +375.13% | |
| 26 | BCS | Barclays PLC | 株式-金融 | 0.19% | — | +105.01% | |
| 27 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.18% | — | +44.72% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | -1.28% | -65.49% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.15% | -0.30% | +428.48% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | +0.11% | +689.49% | |
| 31 | SLV | iShares Silver Trust | ETF-コモディティ | 0.10% | — | +4.94% | |
| 32 | ✓ | Barclays Bk PLC | 株式-その他 | 0.09% | — | -13.53% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.04% | — | — | |
| 34 | ✓ | Barclays Bk PLC | 株式-その他 | 0.03% | — | +33.55% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.03% | -0.16% | +2.64% | |
| 36 | SLV | iShares Silver Trust | ETF-コモディティ | 0.02% | — | -9.34% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.02% | -0.07% | -73.38% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.02% | — | — | |
| 39 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.01% | -0.22% | +15.05% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.01% | — | — | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.01% | +3.69% | -92.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | State Street SPDR S&P 500 ETF Trust | +7.4% | +63.34% | 増加 |
| 2 | ✓ | +1.6% | +52.63% | 増加 | |
| 3 | ✓ | +0.9% | +57.66% | 増加 | |
| 4 | ✓ | Amazon Com INC | +0.7% | +18.67% | 増加 |
| 5 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | +0.6% | +112.36% | 増加 |
| 6 | AMZN | Amazon.com, Inc. | +0.5% | +7.92% | 増加 |
| 7 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | +0.3% | +55.01% | 増加 |
| 8 | BABA | Alibaba Group Holding Limited | +0.3% | +59.34% | 増加 |
| 9 | NFLX | Netflix, Inc. | +0.3% | +188.70% | 増加 |
| 10 | VOO | Vanguard S&P 500 ETF | +0.3% | +865.41% | 増加 |
| 11 | BABA | Alibaba Group Holding Limited | +0.2% | +49.55% | 増加 |
| 12 | NVDA | NVIDIA Corporation | +0.2% | +375.13% | 増加 |
| 13 | NFLX | Netflix, Inc. | +0.2% | +41.56% | 増加 |
| 14 | BCS | Barclays PLC | +0.1% | +105.01% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.1% | +689.49% | 増加 |
| 16 | ✓ | Ishares Tr | +0.1% | +24.59% | 増加 |
| 17 | AAPL | Apple INC | +0.1% | +428.48% | 増加 |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +64.06% | 増加 |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | +44.72% | 増加 |
| 20 | ✓ | Barclays Bk PLC | 0% | -13.53% | 減少 |
| 21 | ✓ | Barclays Bk PLC | 0% | +33.55% | 増加 |
| 22 | SLV | Ishares Silver Trust | — | +15.05% | 増加 |
| 23 | SLV | iShares Silver Trust | 0% | -9.34% | 減少 |
| 24 | META | Meta Platforms Inc-class A | 0% | +2.64% | 増加 |
| 25 | SLV | iShares Silver Trust | 0% | +4.94% | 増加 |
| 26 | NFLX | Netflix INC | 0% | -73.38% | 減少 |
| 27 | GLD | Spdr Gold Shares | -0.1% | -92.52% | 減少 |
| 28 | ✓ | Meta Platforms INC | -0.1% | +9.96% | 増加 |
| 29 | TSLA | Tesla, Inc. | -0.2% | -4.06% | 減少 |
| 30 | TSLA | Tesla, Inc. | -0.2% | -3.71% | 減少 |
| 31 | META | Meta Platforms, Inc. | -0.3% | -3.40% | 減少 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -65.49% | 減少 |
| 33 | ✓ | Ishares Tr | -0.4% | +1.77% | 増加 |
| 34 | GLD | SPDR Gold Shares | -0.4% | -8.24% | 減少 |
| 35 | GLD | SPDR Gold Shares | -0.4% | -16.19% | 減少 |
| 36 | AAPL | Apple Inc. | -0.4% | -8.01% | 減少 |
| 37 | MCHX | Marchex, Inc. | -0.5% | -12.90% | 減少 |
| 38 | ✓ | Spdr S&p 500 ETF Tr | -10.3% | -9.18% | 減少 |
| 39 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新規購入 |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | 全売却 |
| 42 | ✓ | Ishares Tr | — | EXIT | 全売却 |
| 43 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |
| 44 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 45 | EEM | Ishares Msci Emerging Market | — | NEW | 新規購入 |
| 46 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | 全売却 |
| 47 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 48 | NVDA | Nvidia CORP | — | EXIT | 全売却 |