CIK: 0001625800
申告総資産額
$8.1億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 26.52% | -1.56% | -1.69% | |
| 2 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 17.99% | — | -0.89% | |
| 3 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 16.54% | -0.28% | -2.94% | |
| 4 | PDP | Invesco Dwa Momentum ETF | ETF-その他 | 10.89% | — | -2.05% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 7.80% | — | +3.75% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.39% | +0.16% | -1.93% | |
| 7 | ✓ | Powershares ETF Trust Ii | ETF-その他 | 5.62% | — | -0.24% | |
| 8 | NUE | Nucor CORP | 株式-素材 | 2.27% | -0.12% | -5.72% | |
| 9 | IDCC | Interdigital INC | 株式-IT | 1.70% | -0.06% | — | |
| 10 | IFV | First Trust Dw Focus 5 Intl | ETF-その他 | 0.87% | — | -4.04% | |
| 11 | ✓ | Powershares ETF Trust Ii | ETF-その他 | 0.47% | — | -10.69% | |
| 12 | ✓ | Powershares | 株式-その他 | 0.45% | — | -5.84% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | — | |
| 14 | ✓ | Arrow Invts Tr | 株式-その他 | 0.25% | — | +0.04% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.23% | — | +3.51% | |
| 16 | OLED | Universal Display CORP | 株式-IT | 0.13% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | — | -1.00% | |
| 18 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.11% | — | — | |
| 19 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.10% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | — | -9.60% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.09% | — | — | |
| 22 | AAPL | Apple INC | 株式-IT | 0.08% | -0.06% | -23.87% | |
| 23 | ARCPEUR | Vereit INC | 株式-その他 | 0.03% | — | +1.86% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FV | First Trust Dw Focus 5 Fund | +0.6% | -2.94% | 減少 |
| 2 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.4% | +3.75% | 増加 |
| 3 | ✓ | Powershares ETF Trust Ii | +0.2% | -0.24% | 減少 |
| 4 | PDP | Invesco Dwa Momentum ETF | +0.2% | -2.05% | 減少 |
| 5 | CWI | State Street Spdr Msci Acwi | +0.2% | -0.89% | 減少 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -1.93% | 減少 |
| 7 | IDCC | Interdigital INC | +0.1% | — | 変化なし |
| 8 | AMZN | Amazon.com INC | 0% | -9.60% | 減少 |
| 9 | FBT | First Trust Nyse Arca Biotec | 0% | — | 変化なし |
| 10 | ACWI | Ishares Msci Acwi ETF | 0% | +3.51% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | 0% | -1.00% | 減少 |
| 12 | ✓ | Arrow Invts Tr | — | +0.04% | 増加 |
| 13 | AOA | Ishares Core 80/20 Aggressiv | — | — | 変化なし |
| 14 | MRSH | Marsh & Mclennan Cos | — | — | 変化なし |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | 変化なし |
| 16 | ✓ | Powershares | 0% | -5.84% | 減少 |
| 17 | ARCPEUR | Vereit INC | 0% | +1.86% | 増加 |
| 18 | ✓ | Powershares ETF Trust Ii | 0% | -10.69% | 減少 |
| 19 | AAPL | Apple INC | 0% | -23.87% | 減少 |
| 20 | IFV | First Trust Dw Focus 5 Intl | 0% | -4.04% | 減少 |
| 21 | OLED | Universal Display CORP | -0.1% | — | 変化なし |
| 22 | SCHB | Schwab US Broad Market ETF | -0.2% | -1.69% | 減少 |
| 23 | NUE | Nucor CORP | -0.2% | -5.72% | 減少 |
| 24 | FTSM | First Trust Enh Short Mat Fd | — | EXIT | 全売却 |
| 25 | AGG | Ishares Core U.s. Aggregate | — | EXIT | 全売却 |
| 26 | SRPT | Sarepta Therapeutics INC | — | EXIT | 全売却 |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | 全売却 |
| 28 | ✓ | — | EXIT | 全売却 | |
| 29 | MAIN | Main Street Capital CORP | — | EXIT | 全売却 |
| 30 | ✓ | Endocyte INC | — | EXIT | 全売却 |
| 31 | ✓ | Synergy Pharmaceuticals Inc. | — | EXIT | 全売却 |