CIK: 0001434689
申告総資産額
$2.7億
| # | 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 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 17.95% | — | +1.97% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 14.87% | -4.24% | +1.41% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.48% | -5.09% | -1.90% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.14% | +2.41% | +1.84% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.05% | +1.12% | -0.40% | |
| 6 | ✓ | Vaneck Vectors Semiconductor E | 株式-その他 | 4.66% | — | +0.81% | |
| 7 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 株式-その他 | 3.59% | — | +0.86% | |
| 8 | ✓ | Alibaba Group Holding Limited | 株式-その他 | 3.54% | — | +0.14% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.43% | -3.00% | +0.20% | |
| 10 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.77% | +1.91% | +7.76% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.33% | -1.20% | -0.81% | |
| 12 | WM | Waste Management INC | 株式-資本財 | 2.17% | — | -0.43% | |
| 13 | NEM | Newmont CORP | 株式-素材 | 2.15% | — | — | |
| 14 | MU | Micron Technology INC | 株式-IT | 2.08% | — | +2.40% | |
| 15 | CELG | Celgene CORP | 株式-その他 | 2.01% | — | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.83% | +0.41% | -2.08% | |
| 17 | ✓ | Meta Platforms, Inc. | 株式-その他 | 1.64% | — | -49.70% | |
| 18 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.53% | — | +1.84% | |
| 19 | ✓ | Broadcom Inc. | 株式-その他 | 1.52% | — | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.36% | +0.24% | -2.19% | |
| 21 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.34% | — | -1.03% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.21% | — | -2.64% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.20% | +0.21% | -1.57% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.09% | — | -1.87% | |
| 25 | XYZ | Block INC | 株式-金融 | 0.86% | -0.35% | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.80% | +0.15% | -1.07% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.65% | — | -1.01% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.61% | +0.89% | NEW | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.60% | +0.14% | -2.81% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.52% | +0.15% | -1.18% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.39% | +0.04% | -2.45% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.35% | +0.22% | +0.08% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.29% | -0.62% | EXIT | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.18% | +0.08% | -3.17% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | +0.03% | +2.57% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.10% | -0.08% | EXIT | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.10% | — | +4.63% | |
| 38 | ✓ | Standard BioTools Inc. | 株式-その他 | 0.09% | +0.02% | — | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.09% | +0.02% | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.09% | +0.05% | — | |
| 41 | ✓ | Spdr Ser Tr | 株式-その他 | 0.07% | — | -14.81% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.06% | +0.02% | — | |
| 43 | ✓ | Spdr Dow Jones Indl Avrg ETF U | ETF-その他 | 0.06% | +0.02% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Alibaba Group Holding Limited | +0.5% | +0.14% | 増加 |
| 2 | MU | Micron Technology INC | +0.4% | +2.40% | 増加 |
| 3 | ✓ | Vaneck Vectors Semiconductor E | +0.4% | +0.81% | 増加 |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | +0.3% | +1.97% | 増加 |
| 5 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | +0.1% | +7.76% | 増加 |
| 6 | XLK | Ss Technology Select Sector | +0.1% | -0.40% | 減少 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.1% | +1.41% | 増加 |
| 8 | ITB | Ishares U.s. Home Constructi | 0% | +1.84% | 増加 |
| 9 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.63% | 増加 |
| 10 | WM | Waste Management INC | — | -0.43% | 減少 |
| 11 | IVV | Ishares Core S&p 500 ETF | — | +2.57% | 増加 |
| 12 | IWN | Ishares Russell 2000 Value E | — | — | 変化なし |
| 13 | ✓ | Spdr Dow Jones Indl Avrg ETF U | — | — | 変化なし |
| 14 | ✓ | Standard BioTools Inc. | — | — | 変化なし |
| 15 | MCD | Mcdonald's CORP | — | — | 変化なし |
| 16 | EEM | Ishares Msci Emerging Market | 0% | -2.81% | 減少 |
| 17 | VHT | Vanguard Health Care ETF | 0% | +0.08% | 増加 |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -2.45% | 減少 |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +1.67% | 増加 |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | 0% | -2.94% | 減少 |
| 21 | IJR | Ishares Core S&p Small-cap E | 0% | -0.81% | 減少 |
| 22 | EFA | Ishares Msci Eafe ETF | 0% | -1.07% | 減少 |
| 23 | ✓ | Spdr Ser Tr | 0% | -14.81% | 減少 |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | 0% | -3.17% | 減少 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.84% | 増加 |
| 26 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 0% | +0.86% | 増加 |
| 27 | ✓ | Broadcom Inc. | 0% | — | 変化なし |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +0.48% | 増加 |
| 29 | ✓ | J P Morgan Chase And Co | 0% | -1.03% | 減少 |
| 30 | IVW | Ishares S&p 500 Growth ETF | 0% | -1.57% | 減少 |
| 31 | VNQ | Vanguard Real Estate ETF | 0% | -1.18% | 減少 |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.1% | -1.87% | 減少 |
| 33 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -1.01% | 減少 |
| 34 | IVE | Ishares S&p 500 Value ETF | -0.1% | -2.19% | 減少 |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | -2.64% | 減少 |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -2.08% | 減少 |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.2% | +0.20% | 増加 |
| 38 | AGG | Ishares Core U.s. Aggregate | -0.6% | -1.90% | 減少 |
| 39 | ✓ | Meta Platforms, Inc. | -1.4% | -49.70% | 減少 |
| 40 | ✓ | Chubb Limited | — | EXIT | 全売却 |
| 41 | NEM | Newmont CORP | — | NEW | 新規購入 |
| 42 | CELG | Celgene CORP | — | NEW | 新規購入 |
| 43 | WDC | Western Digital CORP | — | EXIT | 全売却 |
| 44 | XYZ | Block INC | — | NEW | 新規購入 |
| 45 | SCHB | Schwab US Broad Market ETF | — | NEW | 新規購入 |