CIK: 0001600636
申告総資産額
$3.2億
| # | 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 | 32.02% | +0.04% | +21.15% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 16.04% | -0.12% | -3.00% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.46% | -0.02% | +31.30% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 3.88% | — | -41.13% | |
| 5 | SDS | ProShares UltraShort S&P500 | 株式-その他 | 3.88% | — | +36.45% | |
| 6 | AAPL | Apple Computer | 株式-IT | 3.38% | — | — | |
| 7 | BAC | Bank of America Corporation | 株式-金融 | 3.34% | — | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.09% | — | +10.09% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.95% | — | -24.58% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.58% | — | -7.92% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.57% | -1.75% | -32.71% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 2.49% | — | -46.32% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.95% | +0.43% | -42.80% | |
| 14 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.52% | — | -27.32% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.46% | -0.01% | -10.99% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.43% | — | — | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.31% | -1.66% | -62.52% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.25% | — | +10.54% | |
| 19 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.02% | — | -66.67% | |
| 20 | SAN | Banco Santander Sa-spon Adr | 株式-金融 | 1.00% | — | — | |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.91% | — | -51.58% | |
| 22 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.90% | — | -81.65% | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.72% | — | -67.27% | |
| 24 | ✓ | Susquehanna Bancshares INC Pa | 株式-その他 | 0.66% | — | — | |
| 25 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.65% | — | — | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.54% | — | — | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.42% | — | — | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | +0.04% | — | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.42% | — | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | +0.08% | — | |
| 31 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.29% | — | +1.49% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.29% | — | — | |
| 33 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.29% | — | — | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.29% | — | -1.34% | |
| 35 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.26% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.25% | — | — | |
| 37 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.23% | — | — | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | — | +0.13% | |
| 39 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.21% | — | — | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.18% | — | — | |
| 41 | ✓ | Integrated Measurement | 株式-その他 | 0.01% | — | — |