CIK: 0001392910
申告総資産額
$1042.8万
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.92% | +21.47% | +87.34% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 8.05% | — | +47.34% | |
| 3 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 4.61% | — | +15.97% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 4.51% | — | +32.17% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.00% | — | +14.41% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.77% | — | +15.37% | |
| 7 | BABUSD | Invesco Taxable Municipal Bo | ETF-その他 | 3.55% | — | +16.64% | |
| 8 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 3.40% | — | +91.57% | |
| 9 | HEWJ | Isha Curr Hedged Msci Japan | ETF-その他 | 2.44% | — | — | |
| 10 | C | Citigroup INC | 株式-金融 | 2.13% | — | -46.59% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.05% | — | — | |
| 12 | COF | Capital One Financial CORP | 株式-金融 | 1.93% | — | -43.44% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.92% | — | +14.25% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.91% | — | -49.17% | |
| 15 | PRU | Prudential Financial INC | 株式-金融 | 1.86% | — | -49.57% | |
| 16 | REFI | Chicago Atlantic Real Estate Finance, Inc. | 株式-その他 | 1.80% | — | — | |
| 17 | AIG | American International Group | 株式-金融 | 1.68% | — | -52.90% | |
| 18 | AAL | American Airlines Group INC | 株式-資本財 | 1.63% | — | -68.01% | |
| 19 | ✓ | 株式-その他 | 1.62% | — | — | ||
| 20 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.62% | — | -52.57% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 1.60% | — | -58.05% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | — | -56.11% | |
| 23 | USB | US Bancorp | 株式-金融 | 1.55% | — | — | |
| 24 | TRN | Trinity Industries INC | 株式-その他 | 1.54% | — | — | |
| 25 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.51% | — | +25.88% | |
| 26 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.48% | — | — | |
| 27 | MET | Metlife INC | 株式-金融 | 1.47% | — | — | |
| 28 | ATMP | Ipath Select Mlp Etn | ETF-その他 | 1.46% | — | — | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 1.42% | — | -66.58% | |
| 30 | GLW | Corning INC | 株式-IT | 1.42% | — | — | |
| 31 | TWXCHF | Time Warner INC | 株式-その他 | 1.39% | — | -63.10% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.35% | — | -53.41% | |
| 33 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 1.32% | — | -56.13% | |
| 34 | GOOG | Alphabet A | 株式-通信サービス | 1.27% | — | — | |
| 35 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.26% | — | -59.13% | |
| 36 | PSX | Phillips 66 | 株式-エネルギー | 1.26% | — | — | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 1.24% | — | -50.91% | |
| 38 | VIAB | Viacom Inc-class B | 株式-その他 | 1.24% | — | -64.12% | |
| 39 | SNY | Sanofi-adr | 株式-ヘルスケア | 1.24% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | — | -62.29% | |
| 41 | UTXZ | United Tech CORP | 株式-その他 | 1.23% | — | -69.31% | |
| 42 | F | Ford Motor Co | 株式-一般消費財 | 1.21% | — | — | |
| 43 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.18% | — | — | |
| 44 | HAL | Halliburton Co | 株式-エネルギー | 1.17% | — | — | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.07% | — | +60.65% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 1.01% | — | -71.44% | |
| 47 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.92% | — | +73.88% | |
| 48 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.57% | — | +121.78% | |
| 49 | ✓ | Powershares | 株式-その他 | 0.39% | — | -57.89% | |
| 50 | ✓ | Halyard Health Incorporated | 株式-その他 | 0.01% | — | — |