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 | SCHH | Schwab US Reit ETF | ETF-その他 | 13.92% | — | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.41% | — | — | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.34% | — | — | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 7.33% | — | — | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.32% | — | — | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 7.25% | — | — | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 7.16% | — | — | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 7.11% | — | +30.79% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 6.93% | — | — | |
| 10 | IDU | Ishares US Utilities ETF | ETF-その他 | 6.61% | — | — | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 4.29% | — | -35.59% | |
| 12 | ✓ | 株式-その他 | 4.21% | — | — | ||
| 13 | BWX | State Street Spdr Bloomberg | ETF-その他 | 4.09% | — | — | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.69% | — | — | |
| 15 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 3.58% | — | -29.77% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.45% | — | -43.60% | |
| 17 | T | At&t INC | 株式-通信サービス | 0.36% | — | +0.14% | |
| 18 | ITW | Illinois Tool Works | 株式-資本財 | 0.19% | — | — | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | — | -8.49% | |
| 20 | HSIC | Henry Schein INC | 株式-ヘルスケア | 0.17% | — | +100.00% | |
| 21 | GIS | General Mills INC | 株式-生活必需品 | 0.13% | — | +1.74% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | — | — | |
| 23 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.12% | — | +0.18% | |
| 24 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.02% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | +1.6% | +30.79% | 増加 |
| 2 | ZNGAEUR | Zynga INC - Cl A | — | — | 変化なし |
| 3 | ITW | Illinois Tool Works | 0% | — | 変化なし |
| 4 | WBA | Walgreens Boots Alliance INC | 0% | +0.18% | 増加 |
| 5 | HD | Home Depot INC | 0% | -8.49% | 減少 |
| 6 | HSIC | Henry Schein INC | 0% | +100.00% | 増加 |
| 7 | GIS | General Mills INC | 0% | +1.74% | 増加 |
| 8 | IBM | Intl Business Machines CORP | -0.1% | — | 変化なし |
| 9 | T | At&t INC | -0.1% | +0.14% | 増加 |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | -0.5% | -43.60% | 減少 |
| 11 | IYM | Ishares U.s. Basic Materials | -1.8% | -29.77% | 減少 |
| 12 | CWB | Ss Spdr Bb Conv Sec ETF | -2.8% | -35.59% | 減少 |
| 13 | SCHH | Schwab US Reit ETF | — | NEW | 新規購入 |
| 14 | SCHA | Schwab US Small-cap ETF | — | EXIT | 全売却 |
| 15 | ✓ | Powershares Global ETF Trust | — | EXIT | 全売却 |
| 16 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | — | EXIT | 全売却 |
| 17 | ✓ | Powershares | — | EXIT | 全売却 |
| 18 | SCHG | Schwab US Large-cap Growth | — | NEW | 新規購入 |
| 19 | SCHX | Schwab US Large-cap ETF | — | NEW | 新規購入 |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新規購入 |
| 21 | SCHF | Schwab Intl Equity ETF | — | NEW | 新規購入 |
| 22 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | 新規購入 |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | 新規購入 |
| 24 | XLV | Ss Health Care Select Sector | — | NEW | 新規購入 |
| 25 | IDU | Ishares US Utilities ETF | — | NEW | 新規購入 |
| 26 | SMHC | VanEck China Semiconductor ETF | — | EXIT | 全売却 |
| 27 | PCYUSD | Invesco Emerging Markets Sov | — | EXIT | 全売却 |
| 28 | XLF | Ss Financial Select Sector | — | EXIT | 全売却 |
| 29 | IYH | Ishares U.s. Healthcare ETF | — | EXIT | 全売却 |
| 30 | ✓ | — | NEW | 新規購入 | |
| 31 | SCHM | Schwab US Mid Cap ETF | — | EXIT | 全売却 |
| 32 | IWS | Ishares Russell Mid-cap Valu | — | EXIT | 全売却 |
| 33 | BWX | State Street Spdr Bloomberg | — | NEW | 新規購入 |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | 新規購入 |