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 | ✓ | 株式-その他 | 13.46% | — | — | ||
| 2 | ✓ | Powershares Global Exchange Traded Fd Tr I-30 Laddered | 株式-その他 | 13.22% | — | — | |
| 3 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 13.03% | — | — | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 9.81% | — | — | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 9.50% | — | +26610.01% | |
| 6 | SCHH | Schwab US Reit ETF | ETF-その他 | 9.46% | — | — | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 9.45% | — | -16.28% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 9.27% | — | — | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 9.02% | — | +23723.42% | |
| 10 | T | At&t INC | 株式-通信サービス | 0.39% | — | -79.68% | |
| 11 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.24% | — | +161.10% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.22% | — | +0.50% | |
| 13 | HSIC | Henry Schein INC | 株式-ヘルスケア | 0.20% | — | — | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | — | +947.24% | |
| 15 | GIS | General Mills INC | 株式-生活必需品 | 0.19% | — | -7.50% | |
| 16 | ITW | Illinois Tool Works | 株式-資本財 | 0.18% | — | — | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.17% | — | +7.24% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | — | — | |
| 19 | BAX | Baxter International INC | 株式-ヘルスケア | 0.11% | — | -92.94% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | — | -0.31% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.08% | — | +59.33% | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.08% | — | +0.21% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.08% | — | +1.52% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.07% | — | +13.73% | |
| 25 | SWKS | Skyworks Solutions INC | 株式-IT | 0.06% | — | -32.11% | |
| 26 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.05% | — | -22.30% | |
| 27 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.05% | — | — | |
| 28 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.05% | — | +15.05% | |
| 29 | EXC | Exelon CORP | 株式-公益事業 | 0.05% | — | +0.24% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.04% | — | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.04% | — | +59.22% | |
| 32 | ✓ | Rydex ETF Trust | ETF-その他 | 0.04% | — | -99.66% | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.04% | — | — | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.03% | — | -42.64% | |
| 35 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.03% | — | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.03% | — | +15.41% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.03% | — | +0.91% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.03% | — | +0.28% | |
| 39 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.03% | — | +0.46% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.03% | — | +20.00% | |
| 41 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.03% | — | — | |
| 42 | XRAY | DENTSPLY SIRONA Inc. | 株式-ヘルスケア | 0.02% | — | — | |
| 43 | PRU | Prudential Financial INC | 株式-金融 | 0.02% | — | +0.27% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.02% | — | -98.75% | |
| 45 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.02% | — | — | |
| 46 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.02% | — | +0.28% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.02% | — | +1.17% | |
| 48 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.02% | — | -99.82% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.02% | — | +118.18% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.02% | — | -28.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHA | Schwab US Small-cap ETF | +9.5% | +26610.01% | 増加 |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +9% | +23723.42% | 増加 |
| 3 | SCHX | Schwab US Large-cap ETF | +0.3% | -16.28% | 減少 |
| 4 | HD | Home Depot INC | +0.2% | +947.24% | 増加 |
| 5 | WBA | Walgreens Boots Alliance INC | +0.2% | +161.10% | 増加 |
| 6 | AAPL | Apple INC | 0% | +59.33% | 増加 |
| 7 | ABT | Abbott Laboratories | 0% | +7.24% | 増加 |
| 8 | ABBV | Abbvie INC | 0% | +0.50% | 増加 |
| 9 | VPU | Vanguard Utilities ETF | — | -22.30% | 減少 |
| 10 | TGT | Target CORP | 0% | -42.64% | 減少 |
| 11 | BAC | Bank Of America CORP | 0% | -79.07% | 減少 |
| 12 | OPK | Opko Health INC | 0% | -96.23% | 減少 |
| 13 | SCHR | Schwab Intermediate-term US | -0.2% | -99.86% | 減少 |
| 14 | T | At&t INC | -1.2% | -79.68% | 減少 |
| 15 | BAX | Baxter International INC | -1.2% | -92.94% | 減少 |
| 16 | F | Ford Motor Co | -1.3% | -99.00% | 減少 |
| 17 | BA | Boeing Co/the | -1.3% | -98.75% | 減少 |
| 18 | INTC | Intel CORP | -1.4% | -99.89% | 減少 |
| 19 | ✓ | Rydex ETF Trust | -8.9% | -99.66% | 減少 |
| 20 | SCHV | Schwab US Large-cap Value | -9% | -100.00% | 減少 |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | -9.2% | -99.82% | 減少 |
| 22 | SMHC | VanEck China Semiconductor ETF | -10.6% | -99.96% | 減少 |
| 23 | ✓ | — | NEW | 新規購入 | |
| 24 | ✓ | Powershares Global Exchange Traded Fd Tr I-30 Laddered | — | NEW | 新規購入 |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | — | NEW | 新規購入 |
| 26 | MBB | Ishares Mbs ETF | — | EXIT | 全売却 |
| 27 | MUB | Ishares National Muni Bond E | — | EXIT | 全売却 |
| 28 | SCHG | Schwab US Large-cap Growth | — | EXIT | 全売却 |
| 29 | IWO | Ishares Russell 2000 Growth | — | NEW | 新規購入 |
| 30 | SCHH | Schwab US Reit ETF | — | NEW | 新規購入 |
| 31 | IJS | Ishares S&p Small-cap 600 Va | — | NEW | 新規購入 |
| 32 | PSA | Public Storage | — | EXIT | 全売却 |
| 33 | ✓ | — | EXIT | 全売却 | |
| 34 | KHC | The Kraft Heinz Company | — | EXIT | 全売却 |
| 35 | TROW | T Rowe Price Group INC | — | EXIT | 全売却 |
| 36 | CMI | Cummins INC | — | EXIT | 全売却 |
| 37 | KO | The Coca-Cola Company | — | EXIT | 全売却 |
| 38 | LAZ | Lazard, Inc. | — | EXIT | 全売却 |
| 39 | LXKEUR | Lexmark International Inc-a | — | EXIT | 全売却 |
| 40 | CVX | Chevron CORP | — | EXIT | 全売却 |
| 41 | COP | Conocophillips | — | EXIT | 全売却 |
| 42 | PFF | Ishares Preferred & Income S | — | EXIT | 全売却 |
| 43 | WMT | Walmart INC | — | NEW | 新規購入 |
| 44 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | 新規購入 |
| 45 | LUV | Southwest Airlines Co | — | EXIT | 全売却 |
| 46 | ELV | Elevance Health INC | — | NEW | 新規購入 |
| 47 | EQIX | Equinix INC | — | NEW | 新規購入 |
| 48 | ROK | Rockwell Automation INC | — | EXIT | 全売却 |
| 49 | EMN | Eastman Chemical Co | — | EXIT | 全売却 |
| 50 | EQIX | Equinix INC Reit | — | EXIT | 全売却 |