CIK: 0000919533
申告総資産額
$3721.9万
| # | 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 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 12.38% | +4.16% | — | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 10.91% | +0.36% | -19.75% | |
| 3 | DFLVX | Dfa US Lrg Cap Val Port-inst | 株式-その他 | 7.51% | -2.88% | -12.21% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.37% | +1.88% | -2.14% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.74% | -2.96% | -39.08% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 5.10% | -3.35% | -38.99% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.82% | +1.85% | — | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.29% | -2.08% | -45.30% | |
| 9 | DFSVX | Dfa US Sm Cap Val Port-inst | 株式-その他 | 4.17% | -0.67% | -33.29% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.00% | -2.00% | -37.10% | |
| 11 | AAPL | Apple INC | 株式-IT | 4.00% | +0.61% | +580.09% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.82% | -0.15% | -33.03% | |
| 13 | MGM | Mgm Resorts International | 株式-一般消費財 | 3.35% | +0.31% | — | |
| 14 | SAM | Boston Beer Company Inc-a | 株式-生活必需品 | 2.50% | +0.64% | — | |
| 15 | MDT | Medtronic plc | 株式-ヘルスケア | 2.11% | +0.50% | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.89% | +0.36% | -1.33% | |
| 17 | GME | Gamestop Corp-class A | 株式-一般消費財 | 1.86% | +0.54% | — | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.83% | +0.75% | -3.84% | |
| 19 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 1.74% | -1.74% | EXIT | |
| 20 | XESUSD | Spdr Oil & Gas Equip & Serv | ETF-その他 | 1.57% | -1.57% | EXIT | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.42% | +0.55% | — | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.35% | +0.28% | -7.37% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.25% | +0.41% | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | +0.21% | -9.59% | |
| 25 | ✓ | Research In Motion LTD | 株式-その他 | 0.73% | +0.09% | — | |
| 26 | FNMA | Fannie Mae | 株式-その他 | 0.73% | -0.17% | — | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.64% | +0.15% | -7.91% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.62% | +0.03% | -4.92% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.50% | -0.50% | EXIT | |
| 30 | GRPNCHF | Groupon INC | 株式-その他 | 0.44% | +0.12% | — | |
| 31 | ✓ | News CORP INC | 株式-その他 | 0.38% | +0.06% | — | |
| 32 | ✓ | Restricted Biomax Tech | 株式-その他 | — | — | — | |
| 33 | ✓ | AIG Fractional CUSIP | 株式-その他 | — | +4.16% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DPZ | Domino's Pizza INC | +1.7% | — | 変化なし |
| 2 | IWD | Ishares Russell 1000 Value E | +1.5% | -2.14% | 減少 |
| 3 | AAPL | Apple INC | +1.2% | +580.09% | 増加 |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | — | 変化なし |
| 5 | DFLVX | Dfa US Lrg Cap Val Port-inst | +0.9% | -12.21% | 減少 |
| 6 | MGM | Mgm Resorts International | +0.7% | — | 変化なし |
| 7 | MDT | Medtronic plc | +0.4% | — | 変化なし |
| 8 | XOM | Exxon Mobil CORP | +0.4% | -1.33% | 減少 |
| 9 | IWR | Ishares Russell Mid-cap ETF | +0.3% | -19.75% | 減少 |
| 10 | GME | Gamestop Corp-class A | +0.3% | — | 変化なし |
| 11 | GS | Goldman Sachs Group INC | +0.3% | — | 変化なし |
| 12 | SAM | Boston Beer Company Inc-a | +0.3% | — | 変化なし |
| 13 | ✓ | Research In Motion LTD | +0.3% | — | 変化なし |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.2% | -7.37% | 減少 |
| 15 | IBM | Intl Business Machines CORP | +0.2% | — | 変化なし |
| 16 | XLE | Ss Energy Select Sector | +0.2% | -4.92% | 減少 |
| 17 | FNMA | Fannie Mae | +0.1% | — | 変化なし |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -9.59% | 減少 |
| 19 | BAC | Bank Of America CORP | +0.1% | -3.84% | 減少 |
| 20 | AEP | American Electric Power Company, Inc. | +0.1% | -7.91% | 減少 |
| 21 | ✓ | News CORP INC | +0.1% | — | 変化なし |
| 22 | IWN | Ishares Russell 2000 Value E | +0.1% | -8.11% | 減少 |
| 23 | GRPNCHF | Groupon INC | 0% | — | 変化なし |
| 24 | ✓ | Restricted Biomax Tech | — | — | 変化なし |
| 25 | ✓ | AIG Fractional CUSIP | — | — | 変化なし |
| 26 | XESUSD | Spdr Oil & Gas Equip & Serv | -0.4% | -40.00% | 減少 |
| 27 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | -0.7% | -50.00% | 減少 |
| 28 | IWM | Ishares Russell 2000 ETF | -0.8% | -33.03% | 減少 |
| 29 | DFSVX | Dfa US Sm Cap Val Port-inst | -0.8% | -33.29% | 減少 |
| 30 | IWS | Ishares Russell Mid-cap Valu | -0.9% | -37.10% | 減少 |
| 31 | DVY | Ishares Select Dividend ETF | -1.4% | -38.99% | 減少 |
| 32 | IWB | Ishares Russell 1000 ETF | -1.6% | -39.08% | 減少 |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | -2% | -45.30% | 減少 |
| 34 | XLI | Ss Industrial Select Sector | — | EXIT | 全売却 |