CIK: 0001594540
申告総資産額
$4.5億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 44.32% | -1.24% | +11.50% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 26.36% | +1.20% | -18.40% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 24.01% | — | +33.97% | |
| 4 | WAL | Western Alliance Bancorp | 株式-金融 | 1.99% | — | — | |
| 5 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | +0.93% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | — | +1.52% | |
| 7 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | — | +0.93% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -4.18% | |
| 9 | BYD | Boyd Gaming CORP | 株式-一般消費財 | 0.39% | — | — | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.36% | — | -5.16% | |
| 11 | WFC | Wells Fargo & Co | 株式-金融 | 0.15% | — | -7.89% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | +0.03% | -5.65% | |
| 13 | GME | GameStop Corp. | 株式-一般消費財 | 0.12% | — | +15.14% | |
| 14 | UNP | Union Pacific CORP | 株式-資本財 | 0.10% | — | -0.84% | |
| 15 | T | At&t INC | 株式-通信サービス | 0.10% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +4.5% | +33.97% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.4% | +11.50% | 増加 |
| 3 | GME | GameStop Corp. | 0% | +15.14% | 増加 |
| 4 | XOM | Exxon Mobil CORP | 0% | +1.52% | 増加 |
| 5 | UNP | Union Pacific CORP | — | -0.84% | 減少 |
| 6 | BYD | Boyd Gaming CORP | 0% | — | 変化なし |
| 7 | JNJ | Johnson & Johnson | 0% | -5.65% | 減少 |
| 8 | GOVT | Ishares US Treasury Bond ETF | 0% | -5.16% | 減少 |
| 9 | IVV | Ishares Core S&p 500 ETF | 0% | -4.18% | 減少 |
| 10 | WFC | Wells Fargo & Co | -0.1% | -7.89% | 減少 |
| 11 | ABT | Abbott Laboratories | -0.1% | +0.93% | 増加 |
| 12 | ABBV | Abbvie INC | -0.1% | +0.93% | 増加 |
| 13 | WAL | Western Alliance Bancorp | -0.3% | — | 変化なし |
| 14 | IEF | Ishares 7-10 Year Treasury B | -6.5% | -18.40% | 減少 |
| 15 | T | At&t INC | — | NEW | 新規購入 |