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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 23.41% | — | -9.73% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 22.60% | — | -9.76% | |
| 3 | SSO | Proshares Ultra S&p500 | ETF-その他 | 14.19% | — | +3.77% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.59% | — | -20.04% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 9.49% | — | -18.99% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 9.24% | — | — | |
| 7 | SCHH | Schwab US Reit ETF | ETF-その他 | 8.64% | — | -18.23% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.45% | — | -9.88% | |
| 9 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-その他 | 0.44% | — | -9.37% | |
| 10 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.44% | — | -8.91% | |
| 11 | T | At&t INC | 株式-通信サービス | 0.28% | — | +0.76% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | -3.87% | |
| 13 | ITW | Illinois Tool Works | 株式-資本財 | 0.23% | — | — | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.21% | — | +0.04% | |
| 15 | GIS | General Mills INC | 株式-生活必需品 | 0.14% | — | +0.94% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.14% | — | -35.96% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 0.13% | — | -11.81% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | +0.29% | |
| 19 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.03% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SSO | Proshares Ultra S&p500 | +1.9% | +3.77% | 増加 |
| 2 | ITW | Illinois Tool Works | 0% | — | 変化なし |
| 3 | T | At&t INC | — | +0.76% | 増加 |
| 4 | ABT | Abbott Laboratories | — | +0.04% | 増加 |
| 5 | ZNGAEUR | Zynga INC - Cl A | — | — | 変化なし |
| 6 | GIS | General Mills INC | 0% | +0.94% | 増加 |
| 7 | PG | Procter & Gamble Co/the | 0% | +0.29% | 増加 |
| 8 | CSCO | Cisco Systems INC | 0% | -11.81% | 減少 |
| 9 | AAPL | Apple INC | 0% | -35.96% | 減少 |
| 10 | HD | Home Depot INC | -0.1% | -3.87% | 減少 |
| 11 | PCY | Invesco Emerging Markets Sov | -0.1% | -8.91% | 減少 |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -9.88% | 減少 |
| 13 | GOVI | Invesco Equal Weight 0-30 Yr | -0.1% | -9.37% | 減少 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | -1.7% | -20.04% | 減少 |
| 15 | SCHG | Schwab US Large-cap Growth | -1.7% | -18.99% | 減少 |
| 16 | SCHX | Schwab US Large-cap ETF | -2% | -9.73% | 減少 |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | -2.5% | -9.76% | 減少 |
| 18 | SCHH | Schwab US Reit ETF | -2.9% | -18.23% | 減少 |
| 19 | SCHV | Schwab US Large-cap Value | — | NEW | 新規購入 |