CIK: 0001511881
申告総資産額
$15.0億
| # | 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 | WFC | Wells Fargo & Co | 株式-金融 | 27.14% | -12.01% | EXIT | |
| 2 | SCHW | Schwab (charles) CORP | 株式-金融 | 21.66% | — | +4.08% | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 14.07% | — | +5.58% | |
| 4 | MHK | Mohawk Industries INC | 株式-一般消費財 | 11.95% | — | +47.70% | |
| 5 | ✓ | 株式-その他 | 8.45% | — | -12.90% | ||
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 6.06% | — | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 5.54% | — | — | |
| 8 | BWA | Borgwarner INC | 株式-一般消費財 | 5.14% | — | +13.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MHK | Mohawk Industries INC | +4.2% | +47.70% | 増加 |
| 2 | BWA | Borgwarner INC | +0.4% | +13.83% | 増加 |
| 3 | BAC | Bank Of America CORP | — | +5.58% | 増加 |
| 4 | WFC | Wells Fargo & Co | -0.2% | +4.22% | 増加 |
| 5 | MSFT | Microsoft CORP | -0.6% | — | 変化なし |
| 6 | SCHW | Schwab (charles) CORP | -0.8% | +4.08% | 増加 |
| 7 | ✓ | -1.8% | -12.90% | 減少 | |
| 8 | LOW | Lowe's Cos INC | — | EXIT | 全売却 |
| 9 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |