CIK: 0001554815
申告総資産額
$1.6億
| # | 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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 7.75% | — | +65.01% | |
| 2 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 7.52% | — | +247406.06% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.33% | — | +63.24% | |
| 4 | SCHH | Schwab US Reit ETF | ETF-その他 | 6.24% | — | +252167.19% | |
| 5 | ✓ | 株式-その他 | 3.77% | — | +3.56% | ||
| 6 | EIX | Edison International | 株式-公益事業 | 3.43% | — | +1731333.33% | |
| 7 | DOX | Amdocs Limited | 株式-IT | 3.32% | — | — | |
| 8 | ENB | Enbridge INC | 株式-エネルギー | 3.30% | — | -16.35% | |
| 9 | AMGN | Amgen Inc. | 株式-ヘルスケア | 3.26% | — | -19.60% | |
| 10 | ✓ | Allergan INC Com | 株式-その他 | 3.25% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 3.24% | — | — | |
| 12 | NBR | Nabors Industries Ltd. | 株式-その他 | 3.18% | — | — | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 3.17% | — | +12028.50% | |
| 14 | ✓ | Avnet INC Com | 株式-その他 | 3.16% | — | — | |
| 15 | ✓ | Calpine CORP | 株式-その他 | 3.11% | — | — | |
| 16 | MTZ | Mastec INC | 株式-資本財 | 3.10% | — | — | |
| 17 | MGA | Magna International INC | 株式-一般消費財 | 3.09% | — | — | |
| 18 | OSK | Oshkosh CORP | 株式-資本財 | 3.09% | — | -25.72% | |
| 19 | PWR | Quanta Services INC | 株式-資本財 | 3.05% | — | — | |
| 20 | MYGN | Myriad Genetics INC | 株式-その他 | 3.04% | — | — | |
| 21 | LQDT | Liquidity Services INC | 株式-その他 | 3.03% | — | — | |
| 22 | ACM | Aecom | 株式-資本財 | 3.03% | — | — | |
| 23 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 3.01% | — | — | |
| 24 | RKLB | Rocket Lab Corporation | 株式-資本財 | 2.91% | — | — | |
| 25 | DAN | Dana INC | 株式-その他 | 2.10% | — | — | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.98% | — | +502.15% | |
| 27 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.81% | — | +149.13% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.53% | — | — | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | -0.74% | |
| 30 | HSIC | Henry Schein INC | 株式-ヘルスケア | 0.25% | — | — | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | — | — | |
| 32 | ITW | Illinois Tool Works | 株式-資本財 | 0.22% | — | — | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.20% | — | -1.14% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | — | +3.76% | |
| 35 | ✓ | 株式-その他 | 0.11% | — | -15.49% | ||
| 36 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.10% | — | +5063.08% | |
| 37 | MSI | Motorola Solutions INC | 株式-IT | 0.08% | — | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.08% | — | — | |
| 39 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.07% | — | +0.80% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.07% | — | +0.29% | |
| 41 | EXC | Exelon CORP | 株式-公益事業 | 0.07% | — | +32.49% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.06% | — | — | |
| 43 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.06% | — | — | |
| 44 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.06% | — | +0.62% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.05% | — | — | |
| 46 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.05% | — | +35614.29% | |
| 47 | PRU | Prudential Financial INC | 株式-金融 | 0.04% | — | +0.25% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.04% | — | — | |
| 49 | BIDU | Baidu, Inc. | 株式-通信サービス | 0.04% | — | — | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DJP | Ipath Bloomberg Commodity In | +7.5% | +247406.06% | 増加 |
| 2 | SCHH | Schwab US Reit ETF | +6.2% | +252167.19% | 増加 |
| 3 | EIX | Edison International | +3.4% | +1731333.33% | 増加 |
| 4 | CSCO | Cisco Systems INC | +3.1% | +12028.50% | 増加 |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | +2.1% | +65.01% | 増加 |
| 6 | SCHM | Schwab US Mid Cap ETF | +1.9% | +63.24% | 増加 |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | +0.8% | +502.15% | 増加 |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | +0.4% | +149.13% | 増加 |
| 9 | AEP | American Electric Power Company, Inc. | +0.1% | +5063.08% | 増加 |
| 10 | ZNGAEUR | Zynga INC - Cl A | +0.1% | +35614.29% | 増加 |
| 11 | EXC | Exelon CORP | 0% | +32.49% | 増加 |
| 12 | ✓ | -0.8% | +3.56% | 増加 | |
| 13 | OSK | Oshkosh CORP | -1.3% | -25.72% | 減少 |
| 14 | AMGN | Amgen Inc. | -1.4% | -19.60% | 減少 |
| 15 | ENB | Enbridge INC | -1.4% | -16.35% | 減少 |
| 16 | PCYUSD | Invesco Emerging Markets Sov | — | EXIT | 全売却 |
| 17 | SCHA | Schwab US Small-cap ETF | — | EXIT | 全売却 |
| 18 | SCHF | Schwab Intl Equity ETF | — | EXIT | 全売却 |
| 19 | CVI | Cvr Energy INC | — | EXIT | 全売却 |
| 20 | HFCUSD | Hollyfrontier CORP | — | EXIT | 全売却 |
| 21 | ✓ | Omnivision Technologies INC | — | EXIT | 全売却 |
| 22 | ✓ | Agrium INC Com | — | EXIT | 全売却 |
| 23 | PPC | Pilgrim's Pride CORP | — | EXIT | 全売却 |
| 24 | TPR | Tapestry, Inc. | — | EXIT | 全売却 |
| 25 | ✓ | Team Health Holdings INC | — | EXIT | 全売却 |
| 26 | DOX | Amdocs Limited | — | NEW | 新規購入 |
| 27 | ✓ | Allergan INC Com | — | NEW | 新規購入 |
| 28 | BRK-B | Berkshire Hathaway Inc. | — | NEW | 新規購入 |
| 29 | NBR | Nabors Industries Ltd. | — | NEW | 新規購入 |
| 30 | ✓ | Avnet INC Com | — | NEW | 新規購入 |
| 31 | ✓ | Calpine CORP | — | NEW | 新規購入 |
| 32 | MTZ | Mastec INC | — | NEW | 新規購入 |
| 33 | MGA | Magna International INC | — | NEW | 新規購入 |
| 34 | PWR | Quanta Services INC | — | NEW | 新規購入 |
| 35 | MYGN | Myriad Genetics INC | — | NEW | 新規購入 |
| 36 | LQDT | Liquidity Services INC | — | NEW | 新規購入 |
| 37 | ACM | Aecom | — | NEW | 新規購入 |
| 38 | LYB | LyondellBasell Industries N.V. | — | NEW | 新規購入 |
| 39 | RKLB | Rocket Lab Corporation | — | NEW | 新規購入 |
| 40 | DAN | Dana INC | — | NEW | 新規購入 |
| 41 | BIDU | Baidu, Inc. | — | NEW | 新規購入 |
| 42 | FCX | Freeport-mcmoran INC | — | NEW | 新規購入 |
| 43 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 44 | EPU | Ishares Msci Peru And Global | — | NEW | 新規購入 |
| 45 | GWW | Ww Grainger INC | — | EXIT | 全売却 |
| 46 | LMT | Lockheed Martin CORP | — | NEW | 新規購入 |
| 47 | DAL | Delta Air Lines INC | — | NEW | 新規購入 |
| 48 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | — | EXIT | 全売却 |
| 49 | JPM | Jpmorgan Chase & Co | — | EXIT | 全売却 |
| 50 | SMHC | VanEck China Semiconductor ETF | — | NEW | 新規購入 |