CIK: 0001389307
申告総資産額
$1.5億
| # | 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 | 40.75% | — | -2.28% | |
| 2 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 18.69% | — | +0.00% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 15.62% | — | — | |
| 4 | ✓ | Nebius Group N V | 株式-その他 | 8.93% | — | — | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 5.11% | — | -3.42% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.89% | — | -0.87% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.09% | — | — | |
| 8 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.52% | — | — | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.47% | — | — | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | -15.22% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.32% | — | — | |
| 12 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.29% | — | -40.95% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.28% | — | — | |
| 14 | ENR | Energizer Holdings INC | 株式-その他 | 0.25% | — | -40.97% | |
| 15 | TDS | Telephone And Data Systems | 株式-通信サービス | 0.23% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | — | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.22% | — | — | |
| 18 | ✓ | Topbuild CORP Com | 株式-その他 | 0.21% | — | -40.97% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | — | -40.95% | |
| 20 | ✓ | Gannett Co Inc | 株式-その他 | 0.16% | — | -40.97% | |
| 21 | VIAV | Viavi Solutions INC | 株式-IT | 0.09% | — | -40.98% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Nebius Group N V | +2.7% | — | 変化なし |
| 2 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.9% | +0.00% | 増加 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.8% | — | 変化なし |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -2.28% | 減少 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.87% | 減少 |
| 6 | IVE | Ishares S&p 500 Value ETF | 0% | — | 変化なし |
| 7 | IWD | Ishares Russell 1000 Value E | 0% | — | 変化なし |
| 8 | DLN | Wisdomtree US Largecap Divid | 0% | — | 変化なし |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 10 | AAXJ | Ishares Msci All Country Asi | 0% | — | 変化なし |
| 11 | VEA | Vanguard Ftse Developed ETF | — | — | 変化なし |
| 12 | HEDJ | Wisdomtree Europe Hedged Equ | — | — | 変化なし |
| 13 | TDS | Telephone And Data Systems | — | — | 変化なし |
| 14 | IWN | Ishares Russell 2000 Value E | -0.1% | -15.22% | 減少 |
| 15 | VIAV | Viavi Solutions INC | -0.1% | -40.98% | 減少 |
| 16 | ✓ | Topbuild CORP Com | -0.1% | -40.97% | 減少 |
| 17 | ENR | Energizer Holdings INC | -0.1% | -40.97% | 減少 |
| 18 | BAC | Bank Of America CORP | -0.1% | -40.95% | 減少 |
| 19 | ✓ | Gannett Co Inc | -0.1% | -40.97% | 減少 |
| 20 | ✓ | J P Morgan Chase And Co | -0.2% | -40.95% | 減少 |
| 21 | DXJ | Wisdomtree Japan Hedged Eq | -0.8% | -3.42% | 減少 |
| 22 | LITE | Lumentum Holdings INC | — | EXIT | 全売却 |
| 23 | ✓ | Baxalta Inc | — | EXIT | 全売却 |
| 24 | PBF | Pbf Energy Inc-class A | — | EXIT | 全売却 |
| 25 | C | Citigroup INC | — | EXIT | 全売却 |
| 26 | ✓ | Babcock & Wilcox Enterpris I | — | EXIT | 全売却 |
| 27 | ✓ | Hewlett Packard Enterprise Co | — | EXIT | 全売却 |
| 28 | ✓ | Cable One, Inc. | — | EXIT | 全売却 |
| 29 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 30 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 31 | TJX | The TJX Companies, Inc. | — | EXIT | 全売却 |
| 32 | OUT | OUTFRONT Media Inc. | — | EXIT | 全売却 |
| 33 | ✓ | Barnes & Noble Edu Inc | — | EXIT | 全売却 |
| 34 | CC | Chemours Co/the | — | EXIT | 全売却 |