CIK: 0001255435
申告総資産額
$2.8億
| # | 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 | 20.58% | -0.96% | +2.11% | |
| 2 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 9.34% | — | +5.52% | |
| 3 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 5.94% | — | -1.59% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.12% | -0.34% | +8.24% | |
| 5 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 5.00% | -0.07% | -0.86% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 4.71% | -0.01% | +1.49% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.58% | — | -1.54% | |
| 8 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 4.58% | -0.43% | -1.25% | |
| 9 | XLE | Ss Energy Select Sector | ETF-その他 | 3.73% | — | +1.91% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.66% | — | +2.16% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.65% | — | +2.03% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 3.25% | -0.24% | +2.65% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.67% | -0.22% | +2.95% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.00% | — | +29.20% | |
| 15 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 1.94% | +0.37% | -1.21% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.74% | — | +5.33% | |
| 17 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.66% | — | +3.66% | |
| 18 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.61% | -0.06% | -1.20% | |
| 19 | ADBE | Adobe INC | 株式-IT | 1.26% | — | +6.73% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.96% | — | +5.81% | |
| 21 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.80% | -0.19% | -2.44% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.73% | +0.04% | — | |
| 23 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.65% | — | -1.48% | |
| 24 | URI | United Rentals INC | 株式-資本財 | 0.64% | +0.78% | -2.44% | |
| 25 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.62% | +1.06% | NEW | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | +0.20% | -2.01% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | -0.06% | -2.29% | |
| 28 | M | Macy's INC | 株式-一般消費財 | 0.52% | +0.14% | -16.74% | |
| 29 | FDX | Fedex CORP | 株式-資本財 | 0.49% | -0.29% | -3.73% | |
| 30 | EWD | Ishares Msci Sweden ETF | ETF-その他 | 0.43% | — | -1.48% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | +0.61% | — | |
| 32 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.41% | +0.01% | — | |
| 33 | MAT | Mattel INC | 株式-一般消費財 | 0.41% | — | -5.56% | |
| 34 | CMI | Cummins INC | 株式-資本財 | 0.39% | +0.29% | -2.01% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | -0.19% | -4.12% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | — | — | |
| 37 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.36% | — | -0.66% | |
| 38 | LAZ | Lazard, Inc. | 株式-金融 | 0.32% | — | -3.24% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.31% | — | -3.78% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | +0.02% | -6.64% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | -0.09% | -7.25% | |
| 42 | MET | Metlife INC | 株式-金融 | 0.22% | — | -6.41% | |
| 43 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.22% | -0.32% | +24.48% | |
| 44 | PST | Proshares Ultrashort 7-10 Yr | ETF-その他 | 0.19% | -0.02% | -5.15% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.18% | — | -3.93% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.17% | — | — | |
| 47 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.15% | — | — | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.13% | — | +15.32% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.09% | -0.18% | -32.29% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.09% | — | +16.31% |