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 | 19.38% | -3.82% | -18.23% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 13.86% | +1.17% | +0.98% | |
| 3 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 13.78% | — | +1.19% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 11.84% | — | +13.08% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.67% | — | -37.72% | |
| 6 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 8.46% | — | +35.59% | |
| 7 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 8.31% | — | +36.70% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 7.86% | — | +84.06% | |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 6.62% | -5.01% | +16.33% | |
| 10 | UBS | UBS Group AG | 株式-金融 | 0.87% | — | +41.05% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.34% | — | +15.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | +3.8% | +84.06% | 増加 |
| 2 | HEZU | Ishares Currency Hedged Msci | +2.1% | +35.59% | 増加 |
| 3 | HEDJ | Wisdomtree Europe Hedged Equ | +2% | +36.70% | 増加 |
| 4 | QUAL | Ishares Msci USA Quality Fac | +1.2% | +13.08% | 増加 |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | +0.9% | +16.33% | 増加 |
| 6 | UBS | UBS Group AG | +0.2% | +41.05% | 増加 |
| 7 | IAUUSD | Ishares Gold Trust | 0% | +15.33% | 増加 |
| 8 | VTV | Vanguard Value ETF | -0.2% | +0.98% | 増加 |
| 9 | VLUE | Ishares Msci USA Value Facto | -0.2% | +1.19% | 増加 |
| 10 | VUG | Vanguard Growth ETF | -4.1% | -18.23% | 減少 |
| 11 | VYM | Vanguard High Dvd Yield ETF | -5.7% | -37.72% | 減少 |