CIK: 0001599637
申告総資産額
$7.8億
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 37.56% | — | +10.41% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 26.06% | -3.82% | -19.99% | |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 15.41% | -5.01% | -18.07% | |
| 4 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 9.80% | — | -6.22% | |
| 5 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 8.39% | — | -4.02% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.90% | — | -83.22% | |
| 7 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.76% | — | — | |
| 8 | DXGEUSD | Wisdomtree Germany Hedged Eq | ETF-その他 | 0.30% | — | — | |
| 9 | UBS | UBS Group AG | 株式-金融 | 0.27% | — | -94.56% | |
| 10 | ✓ | Leucadia Natl CORP | 株式-その他 | 0.24% | — | +56.01% | |
| 11 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.19% | — | — | |
| 12 | RBS 7.25 PERP T | Royal Bk Scotlnd Grp PLC | 株式-その他 | 0.13% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +10.8% | +10.41% | 増加 |
| 2 | HEDJ | Wisdomtree Europe Hedged Equ | +1% | -4.02% | 減少 |
| 3 | HEZU | Ishares Currency Hedged Msci | +0.8% | -6.22% | 減少 |
| 4 | ✓ | Leucadia Natl CORP | +0.1% | +56.01% | 増加 |
| 5 | VUG | Vanguard Growth ETF | -0.4% | -19.99% | 減少 |
| 6 | DXJ | Wisdomtree Japan Hedged Eq | -2.1% | -18.07% | 減少 |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | -3.4% | -83.22% | 減少 |
| 8 | UBS | UBS Group AG | -4.2% | -94.56% | 減少 |
| 9 | VB | Vanguard Small-cap ETF | — | EXIT | 全売却 |
| 10 | IAUUSD | Ishares Gold Trust | — | NEW | 新規購入 |
| 11 | DXGEUSD | Wisdomtree Germany Hedged Eq | — | NEW | 新規購入 |
| 12 | ALGN | Align Technology INC | — | NEW | 新規購入 |
| 13 | RBS 7.25 PERP T | Royal Bk Scotlnd Grp PLC | — | NEW | 新規購入 |
| 14 | ✓ | Cenveo INC | — | EXIT | 全売却 |
| 15 | SNY | Sanofi | — | EXIT | 全売却 |