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 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.56% | +1.34% | -5.64% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.79% | -0.43% | -2.71% | |
| 3 | IYZ | Ishares US Telecommunication | ETF-その他 | 4.36% | +1.03% | +4.54% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 4.17% | +0.99% | +1.97% | |
| 5 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 4.11% | +0.99% | — | |
| 6 | IDU | Ishares US Utilities ETF | ETF-その他 | 4.08% | +0.96% | +8.63% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.03% | -0.59% | +1.48% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.03% | -0.57% | +1.58% | |
| 9 | SSO | Proshares Ultra S&p500 | ETF-その他 | 4.02% | -0.07% | +118.64% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.28% | -0.49% | +0.42% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.83% | -0.11% | +4.77% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.72% | -0.09% | +4.30% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.50% | -0.08% | -5.90% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.46% | -0.08% | -3.54% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.83% | +0.49% | +114.36% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.29% | +1.33% | +5.25% | |
| 17 | RTX | Rtx CORP | 株式-資本財 | 1.17% | -0.15% | -5.63% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.14% | +1.00% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.05% | -0.10% | -14.95% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 0.90% | — | +1.79% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.81% | -0.15% | -2.99% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.75% | +0.05% | +5.34% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.75% | -0.14% | -0.60% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.74% | — | -13.10% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.73% | +0.05% | +4.88% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | -2.53% | |
| 27 | C | Citigroup INC | 株式-金融 | 0.71% | — | -10.92% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.69% | -0.13% | -2.58% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.68% | -0.09% | +2.57% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | — | -0.78% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | — | -4.18% | |
| 32 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.66% | — | -1.09% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | — | +0.45% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.62% | -0.09% | -2.99% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.62% | -0.10% | +2.67% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.62% | — | -3.31% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | — | +0.32% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | -0.51% | |
| 39 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.58% | — | -0.65% | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.57% | — | -0.21% | |
| 41 | EIX | Edison International | 株式-公益事業 | 0.57% | — | +1.04% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +3.13% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.56% | — | +3.03% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.56% | — | +7.01% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.56% | — | +0.46% | |
| 46 | OMC | Omnicom Group | 株式-通信サービス | 0.55% | — | +1.72% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | — | +0.76% | |
| 48 | MET | Metlife INC | 株式-金融 | 0.54% | — | +0.25% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | +0.65% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | — | +1.47% |