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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 17.90% | -0.01% | -1.32% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 12.37% | — | +0.12% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.39% | — | — | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 8.93% | — | -1.72% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 8.62% | — | +33.27% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.30% | — | +376.28% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.23% | — | -3.21% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.32% | +1.76% | -3.21% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.63% | — | +0.25% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 3.40% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.82% | — | +2.04% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.25% | — | — | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.04% | — | +19.02% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.96% | — | — | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.75% | — | -4.25% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.72% | — | +204.08% | |
| 17 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.72% | — | -13.90% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.29% | — | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.66% | — | +52.53% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.65% | — | -0.21% | |
| 21 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.58% | +0.14% | -1.77% | |
| 22 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.58% | +0.35% | -9.99% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.49% | — | — | |
| 24 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.30% | — | — | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.25% | — | -2.57% | |
| 26 | ✓ | Proshares Tr | 株式-その他 | 0.24% | — | — | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | — | -0.09% | |
| 28 | BBTUSD | Bb&t CORP | 株式-その他 | 0.20% | — | — | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.18% | — | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.17% | — | — | |
| 31 | ANETEUR | Arista Networks INC | 株式-その他 | 0.16% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | — | |
| 33 | AAPL | Apple INC | 株式-IT | 0.14% | -0.04% | +24.75% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.14% | — | -85.23% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.13% | — | -9.71% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.12% | — | — | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.12% | -0.01% | — | |
| 38 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.11% | — | +129.54% | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.11% | — | -81.18% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.11% | — | +2.75% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.11% | — | -85.24% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | -0.03% | — | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.10% | — | — | |
| 44 | INTC | Intel CORP | 株式-IT | 0.09% | — | -6.55% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | -0.02% | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | — | +0.90% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.09% | +0.22% | — | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.09% | -0.05% | +152.09% | |
| 49 | WPC | Wp Carey INC | 株式-不動産 | 0.09% | — | — | |
| 50 | SPLKCHF | Splunk INC | 株式-その他 | 0.08% | — | — |