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 | 24.15% | — | -7.85% | |
| 2 | SSO | Proshares Ultra S&p500 | ETF-その他 | 15.20% | — | +1.91% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 12.99% | — | +6.66% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 10.73% | — | +209.86% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.57% | — | -19.65% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 10.46% | — | -19.76% | |
| 7 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 10.19% | — | — | |
| 8 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.48% | — | — | |
| 9 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.46% | — | — | |
| 10 | PWR | Quanta Services INC | 株式-資本財 | 0.43% | — | — | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 0.43% | — | — | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.40% | — | -0.62% | |
| 13 | LBEUR | L Brands INC | 株式-その他 | 0.40% | — | — | |
| 14 | GAP | Gap Inc/the | 株式-一般消費財 | 0.40% | — | — | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.38% | — | -6.52% | |
| 16 | FDX | Fedex CORP | 株式-資本財 | 0.37% | — | — | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +0.54% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.27% | — | +107.83% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.24% | — | +25.79% | |
| 20 | ITW | Illinois Tool Works | 株式-資本財 | 0.24% | — | +0.25% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.24% | — | +0.33% | |
| 22 | GIS | General Mills INC | 株式-生活必需品 | 0.14% | — | +0.85% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.14% | — | — | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.14% | — | +0.56% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | +0.81% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.11% | — | +0.02% | |
| 27 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.05% | — | +1.00% |
| # | 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 | +0.8% | +1.91% | 増加 |
| 2 | AAPL | Apple INC | +0.1% | +107.83% | 増加 |
| 3 | T | At&t INC | 0% | +25.79% | 増加 |
| 4 | ZNGAEUR | Zynga INC - Cl A | — | +1.00% | 増加 |
| 5 | CSCO | Cisco Systems INC | 0% | +0.02% | 増加 |
| 6 | PG | Procter & Gamble Co/the | 0% | +0.81% | 増加 |
| 7 | ITW | Illinois Tool Works | 0% | +0.25% | 増加 |
| 8 | NVDA | Nvidia CORP | 0% | +0.56% | 増加 |
| 9 | GIS | General Mills INC | 0% | +0.85% | 増加 |
| 10 | ABT | Abbott Laboratories | 0% | +0.33% | 増加 |
| 11 | HD | Home Depot INC | -0.1% | +0.54% | 増加 |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -0.62% | 減少 |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -6.52% | 減少 |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | -0.2% | +6.66% | 増加 |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | -3% | +209.86% | 増加 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | -3.4% | -19.65% | 減少 |
| 17 | SCHG | Schwab US Large-cap Growth | -3.5% | -19.76% | 減少 |
| 18 | SCHX | Schwab US Large-cap ETF | -3.7% | -7.85% | 減少 |
| 19 | IYM | Ishares U.s. Basic Materials | — | NEW | 新規購入 |
| 20 | FCX | Freeport-mcmoran INC | — | NEW | 新規購入 |
| 21 | ALGN | Align Technology INC | — | NEW | 新規購入 |
| 22 | PWR | Quanta Services INC | — | NEW | 新規購入 |
| 23 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 24 | LBEUR | L Brands INC | — | NEW | 新規購入 |
| 25 | GAP | Gap Inc/the | — | NEW | 新規購入 |
| 26 | FDX | Fedex CORP | — | NEW | 新規購入 |
| 27 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 28 | SUSA | Ishares Esg Optimized Msci U | — | EXIT | 全売却 |