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 | 42.41% | -12.01% | EXIT | |
| 2 | BAC | Bank Of America CORP | 株式-金融 | 19.94% | — | -21.74% | |
| 3 | SCHW | Schwab (charles) CORP | 株式-金融 | 8.38% | — | -36.25% | |
| 4 | URI | United Rentals INC | 株式-資本財 | 6.86% | — | — | |
| 5 | KLAC | Kla CORP | 株式-IT | 5.83% | — | +249.56% | |
| 6 | AXP | American Express Co | 株式-金融 | 5.44% | — | -13.01% | |
| 7 | BA | Boeing Co/the | 株式-資本財 | 4.71% | — | — | |
| 8 | MU | Micron Technology INC | 株式-IT | 3.67% | — | -2.02% | |
| 9 | ✓ | Moderna INC Com | 株式-その他 | 2.74% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +12.6% | +78.93% | 増加 |
| 2 | KLAC | Kla CORP | +3.8% | +249.56% | 増加 |
| 3 | MU | Micron Technology INC | -1.3% | -2.02% | 減少 |
| 4 | AXP | American Express Co | -1.4% | -13.01% | 減少 |
| 5 | SCHW | Schwab (charles) CORP | -8.8% | -36.25% | 減少 |
| 6 | BAC | Bank Of America CORP | -9.9% | -21.74% | 減少 |
| 7 | URI | United Rentals INC | — | NEW | 新規購入 |
| 8 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 9 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 10 | ✓ | Moderna INC Com | — | NEW | 新規購入 |
| 11 | MRNA | Moderna INC | — | EXIT | 全売却 |