CIK: 0001542161
申告総資産額
$7992.7万
| # | 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 | PFG | Principal Financial Group | 株式-金融 | 14.37% | — | — | |
| 2 | OKE | Oneok INC | 株式-エネルギー | 13.98% | — | +200.00% | |
| 3 | MDT | Medtronic plc | 株式-ヘルスケア | 9.34% | — | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 8.76% | -0.95% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.40% | -1.39% | +0.40% | |
| 6 | EWS | Ishares Msci Singapore ETF | ETF-その他 | 7.89% | — | — | |
| 7 | SYY | Sysco CORP | 株式-生活必需品 | 6.55% | -0.24% | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.78% | -0.28% | +0.39% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 5.49% | -0.57% | +0.15% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.93% | -0.44% | +0.58% | |
| 11 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 3.99% | -4.99% | EXIT | |
| 12 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.80% | — | +0.33% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.50% | — | +0.35% | |
| 14 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 3.14% | — | — | |
| 15 | ✓ | Healthcare Services Acqu Cor | 株式-その他 | 0.06% | — | — | |
| 16 | ✓ | Evo Acquisition CORP | 株式-その他 | 0.01% | — | — | |
| 17 | ✓ | Colombier Acquisition CORP | 株式-その他 | 0.01% | — | — |