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 | SCHW | Schwab (charles) CORP | 株式-金融 | 28.92% | — | -7.58% | |
| 2 | BAC | Bank Of America CORP | 株式-金融 | 25.58% | — | +2.86% | |
| 3 | WFC | Wells Fargo & Co | 株式-金融 | 21.37% | -12.01% | EXIT | |
| 4 | BAC | Bank of America Corporation | 株式-金融 | 7.89% | — | — | |
| 5 | SPGI | S&p Global INC | 株式-金融 | 7.19% | — | -23.24% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 5.50% | — | — | |
| 7 | WFC | Wells Fargo & Company | 株式-金融 | 3.54% | — | -1.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +1.4% | +2.86% | 増加 |
| 2 | BAC | Bank of America Corporation | +0.5% | — | 変化なし |
| 3 | WFC | Wells Fargo & Company | 0% | -1.04% | 減少 |
| 4 | SCHW | Schwab (charles) CORP | -0.8% | -7.58% | 減少 |
| 5 | SPGI | S&p Global INC | -1.2% | -23.24% | 減少 |
| 6 | WFC | Wells Fargo & Co | -2.8% | -11.12% | 減少 |
| 7 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 8 | CHTR | Charter Communications Inc-a | — | EXIT | 全売却 |