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 | 17.68% | -0.96% | +43.52% | |
| 2 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 9.32% | -0.07% | -4.28% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.73% | -0.34% | -0.98% | |
| 4 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 6.46% | — | +5802.02% | |
| 5 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 6.15% | -0.43% | -4.59% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.82% | -0.22% | -0.81% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.29% | — | -17.42% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.94% | +0.21% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.62% | -0.24% | -36.39% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.36% | -0.01% | -0.03% | |
| 11 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 2.13% | +0.37% | -0.62% | |
| 12 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.78% | — | +11.35% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | — | +0.24% | |
| 14 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.53% | -0.19% | — | |
| 15 | URI | United Rentals INC | 株式-資本財 | 1.49% | +0.78% | — | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 1.48% | — | -0.25% | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.36% | — | +1.00% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.34% | +0.04% | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.19% | — | — | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.16% | — | — | |
| 21 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.14% | -0.06% | -50.39% | |
| 22 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.14% | — | -0.98% | |
| 23 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.04% | +0.01% | — | |
| 24 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.02% | -0.32% | — | |
| 25 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.99% | +1.06% | NEW | |
| 26 | FDX | Fedex CORP | 株式-資本財 | 0.96% | -0.29% | — | |
| 27 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.94% | — | -1.41% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.19% | +5.94% | |
| 29 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 0.93% | — | +0.56% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 0.92% | +0.61% | — | |
| 31 | INDA | Ishares Msci India ETF | ETF-その他 | 0.91% | -0.02% | +69.36% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | +0.20% | — | |
| 33 | CMI | Cummins INC | 株式-資本財 | 0.84% | +0.29% | — | |
| 34 | M | Macy's INC | 株式-一般消費財 | 0.79% | +0.14% | +0.92% | |
| 35 | MAT | Mattel INC | 株式-一般消費財 | 0.73% | — | — | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.71% | -0.06% | -1.94% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | -0.28% | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | +0.02% | — | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.41% | -0.18% | +7.16% | |
| 40 | MET | Metlife INC | 株式-金融 | 0.40% | — | — | |
| 41 | PST | Proshares Ultrashort 7-10 Yr | ETF-その他 | 0.32% | -0.02% | -34.65% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.29% | — | -4.08% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.27% | — | — | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.27% | -0.09% | -2.81% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.22% | — | -5.03% | |
| 46 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.20% | — | -36.14% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.16% | — | — | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.16% | +0.01% | +12.45% | |
| 49 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.15% | — | — | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.14% | -0.01% | -18.20% |