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 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 12.03% | — | -0.16% | |
| 2 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 11.99% | — | +1.73% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 11.99% | — | — | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 10.74% | — | +12.81% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 10.53% | — | +13.62% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.68% | — | -6.84% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 8.66% | — | +0.22% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 7.08% | — | -2.50% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.91% | — | — | |
| 10 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.31% | — | +15.85% | |
| 11 | TPR | Tapestry INC | 株式-一般消費財 | 1.26% | — | +53.06% | |
| 12 | LBEUR | L Brands INC | 株式-その他 | 1.20% | — | +26.08% | |
| 13 | NUE | Nucor CORP | 株式-素材 | 1.18% | — | — | |
| 14 | DVN | Devon Energy CORP | 株式-エネルギー | 1.14% | — | — | |
| 15 | MRO* | Marathon Oil CORP | 株式-その他 | 1.13% | — | — | |
| 16 | COF | Capital One Financial CORP | 株式-金融 | 1.11% | — | — | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.97% | — | +470.37% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.40% | — | +66.64% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | +2.11% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.21% | — | +2.16% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.20% | — | +2.12% | |
| 22 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.17% | — | +4.04% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.17% | — | +5.71% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.15% | — | +5.38% | |
| 25 | GIS | General Mills INC | 株式-生活必需品 | 0.12% | — | +0.82% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.11% | — | +0.02% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.10% | — | +3.20% | |
| 28 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 0.09% | — | -14.49% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.08% | — | — |