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 | VUG | Vanguard Growth ETF | ETF-その他 | 24.07% | -3.82% | -22.09% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 19.02% | — | -58.43% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 18.14% | +1.17% | — | |
| 4 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 13.67% | — | +42.23% | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 13.48% | -5.01% | -16.22% | |
| 6 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 8.79% | — | -22.89% | |
| 7 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.07% | — | +11.94% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.01% | — | -5.01% | |
| 9 | ✓ | Leucadia Natl CORP | 株式-その他 | 0.52% | — | +70.21% | |
| 10 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.20% | — | -20.00% | |
| 11 | SNY | Sanofi | 株式-ヘルスケア | 0.02% | — | — | |
| 12 | ✓ | Cenveo INC | 株式-その他 | 0.01% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HEDJ | Wisdomtree Europe Hedged Equ | +5.3% | +42.23% | 増加 |
| 2 | IAUUSD | Ishares Gold Trust | +0.3% | +11.94% | 増加 |
| 3 | ✓ | Leucadia Natl CORP | +0.3% | +70.21% | 増加 |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | -5.01% | 減少 |
| 5 | ALGN | Align Technology INC | 0% | -20.00% | 減少 |
| 6 | HEZU | Ishares Currency Hedged Msci | -1% | -22.89% | 減少 |
| 7 | DXJ | Wisdomtree Japan Hedged Eq | -1.9% | -16.22% | 減少 |
| 8 | VUG | Vanguard Growth ETF | -2% | -22.09% | 減少 |
| 9 | VYM | Vanguard High Dvd Yield ETF | -18.5% | -58.43% | 減少 |
| 10 | VTV | Vanguard Value ETF | — | NEW | 新規購入 |
| 11 | DXGEUSD | Wisdomtree Germany Hedged Eq | — | EXIT | 全売却 |
| 12 | UBS | UBS Group AG | — | EXIT | 全売却 |
| 13 | RBS 7.25 PERP T | Royal Bk Scotlnd Grp PLC | — | EXIT | 全売却 |
| 14 | SNY | Sanofi | — | NEW | 新規購入 |
| 15 | ✓ | Cenveo INC | — | NEW | 新規購入 |