CIK: 0001596920
申告総資産額
$2.2億
| # | 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 | 15.12% | +1.76% | -1.93% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 13.19% | — | -2.19% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 11.63% | — | -21.83% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 8.95% | — | -0.58% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.36% | — | -21.16% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.24% | — | +27.68% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.17% | -0.01% | -3.93% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.28% | — | -3.64% | |
| 9 | IYR | Ishares US Real Estate ETF | ETF-その他 | 5.01% | — | -27.92% | |
| 10 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 4.41% | — | — | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.05% | — | +6.68% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.76% | — | -5.67% | |
| 13 | QLD | Proshares Ultra Qqq | ETF-その他 | 1.87% | +0.35% | +3.24% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.84% | — | -2.54% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.69% | — | -4.57% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | — | +0.02% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | -0.11% | EXIT | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.51% | — | +9.96% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.51% | +0.14% | +13.02% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.50% | — | -3.60% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | — | -10.71% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.43% | — | -0.27% | |
| 23 | ✓ | Sxc Health Solutions | 株式-その他 | 0.43% | — | — | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.38% | +0.29% | +0.66% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.37% | — | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | -0.02% | — | |
| 27 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.25% | — | — | |
| 28 | USB | US Bancorp | 株式-金融 | 0.24% | — | +0.52% | |
| 29 | BBTUSD | Bb&t CORP | 株式-その他 | 0.22% | — | — | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | — | -1.64% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.20% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | — | |
| 33 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.17% | — | — |