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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 10.76% | — | +7.21% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 10.20% | — | +15.70% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 9.97% | — | -2.98% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.67% | +1.76% | +0.96% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 9.39% | — | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.97% | -0.01% | +31.40% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.97% | — | -0.76% | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 5.98% | — | +6.15% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-その他 | 5.21% | — | -3.46% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-その他 | 3.13% | — | -2.17% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.12% | — | -70.38% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.78% | — | +55.31% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.76% | — | +0.15% | |
| 14 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.93% | — | +5.72% | |
| 15 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.92% | +0.35% | -0.49% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.90% | — | +12.31% | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.88% | — | -6.36% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.81% | — | -12.07% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | — | -66.76% | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.51% | +0.14% | +8.07% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | +0.29% | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | — | +424.81% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.44% | — | +4548.48% | |
| 24 | SDS | ProShares UltraShort S&P500 | 株式-その他 | 0.41% | — | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.39% | — | +339.75% | |
| 26 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.38% | — | -9.08% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.33% | — | -0.54% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.33% | — | +2243.48% | |
| 29 | USB | US Bancorp | 株式-金融 | 0.25% | — | +0.48% | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.24% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | — | -10.23% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | +25.31% | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.20% | — | — | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.20% | — | — | |
| 35 | BBTUSD | Bb&t CORP | 株式-その他 | 0.20% | — | — | |
| 36 | TWMUSD | Proshares Ultrashort R2000 | ETF-その他 | 0.17% | — | -10.35% | |
| 37 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.16% | — | — | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.15% | -0.01% | — | |
| 39 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.15% | — | +8407.69% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.13% | — | — | |
| 41 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.13% | — | — | |
| 42 | ANETEUR | Arista Networks INC | 株式-その他 | 0.13% | — | — | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.12% | — | +2137.22% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.12% | — | — | |
| 45 | INTC | Intel CORP | 株式-IT | 0.11% | — | -5.21% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.11% | — | — | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.11% | +0.04% | — | |
| 48 | SPLKCHF | Splunk INC | 株式-その他 | 0.11% | — | — | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.11% | +0.06% | — |