CIK: 0001536446
申告総資産額
$11.0億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.87% | -0.43% | -64.11% | |
| 2 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.91% | +1.34% | +8.35% | |
| 3 | IYZ | Ishares US Telecommunication | ETF-その他 | 4.10% | +1.03% | — | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 4.09% | +0.99% | — | |
| 5 | IYC | Ishares US Consumer Discreti | ETF-その他 | 4.09% | — | — | |
| 6 | IYF | Ishares US Financials ETF | ETF-その他 | 4.09% | — | — | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.90% | -0.57% | +11.15% | |
| 8 | SSO | Proshares Ultra S&p500 | ETF-その他 | 3.54% | -0.07% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.54% | -0.11% | +1112.79% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.53% | -0.59% | -22.42% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.44% | -0.09% | -76.97% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.41% | -0.49% | +1.18% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.30% | -0.08% | — | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.30% | -0.08% | — | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.74% | +0.49% | +36.06% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.26% | +1.33% | +55.28% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.14% | -0.18% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.21% | -0.10% | +24.42% | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 1.14% | -0.15% | -1.52% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.98% | -0.14% | -8.96% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.96% | +0.05% | +824.35% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.93% | +0.05% | — | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 0.81% | — | +7.70% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.78% | — | -0.90% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | -2.17% | |
| 26 | C | Citigroup INC | 株式-金融 | 0.74% | — | +0.98% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.72% | -0.09% | +14.04% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | -2.91% | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.69% | — | -3.49% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.64% | -0.10% | +10.38% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | — | +1.83% | |
| 32 | WM | Waste Management INC | 株式-資本財 | 0.62% | — | +1.01% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.62% | — | +4.01% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.61% | — | +0.96% | |
| 35 | IP | International Paper Co | 株式-一般消費財 | 0.61% | — | +1.71% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | +4.01% | |
| 37 | UL | Unilever PLC | 株式-生活必需品 | 0.60% | — | +0.47% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | — | +2.87% | |
| 39 | MET | Metlife INC | 株式-金融 | 0.59% | — | +2.83% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.57% | -0.09% | -5.43% | |
| 41 | PSX | Phillips 66 | 株式-エネルギー | 0.57% | — | +8.22% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +6.41% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.55% | — | +2.94% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | — | +6.52% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | +3.32% | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.54% | — | +2.42% | |
| 47 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.54% | — | +5.91% | |
| 48 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.54% | — | -5.26% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | — | +4.07% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +3.26% |