CIK: 0001497637
申告総資産額
$1.1億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.66% | — | +438.95% | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 7.32% | — | — | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 5.95% | — | +16.10% | |
| 4 | ✓ | Blackstone Inc. | 株式-その他 | 4.88% | — | — | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.20% | — | +0.15% | |
| 6 | ✓ | First Trust Lunt U.S. Factor R | 株式-その他 | 3.23% | — | — | |
| 7 | ✓ | Jpmorgan Equity Premium Income | 株式-その他 | 2.82% | — | — | |
| 8 | KKR | Kkr & Co INC | 株式-金融 | 2.56% | -2.12% | +17.04% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.37% | -0.22% | -20.98% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.25% | +1.59% | -28.32% | |
| 11 | ✓ | Costco Wholesale Corporation | 株式-その他 | 2.21% | — | — | |
| 12 | ✓ | Visa Inc. | 株式-その他 | 2.11% | — | — | |
| 13 | ✓ | Alphabet Inc. | 株式-その他 | 2.09% | — | — | |
| 14 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.97% | — | +0.43% | |
| 15 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.74% | — | +3.40% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.73% | — | -25.63% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.71% | — | -16.55% | |
| 18 | ✓ | Adobe Inc. | 株式-その他 | 1.66% | — | — | |
| 19 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 1.56% | — | +0.37% | |
| 20 | ✓ | Select Sector Spdr Tr | 株式-その他 | 1.55% | — | — | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.54% | — | -5.54% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.54% | -0.61% | +1293.99% | |
| 23 | ✓ | NVIDIA Corporation | 株式-その他 | 1.51% | — | — | |
| 24 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 1.42% | — | -22.12% | |
| 25 | MSTR | Strategy INC | 株式-IT | 1.36% | +0.39% | — | |
| 26 | NIO | Nio INC - Adr | 株式-一般消費財 | 1.29% | — | — | |
| 27 | XLB | Ss Materials Select Sector | ETF-その他 | 1.18% | — | — | |
| 28 | ✓ | Rh | 株式-その他 | 1.12% | — | — | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.05% | — | — | |
| 30 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.92% | — | +63.18% | |
| 31 | ✓ | Mastercard Incorporated | 株式-その他 | 0.87% | — | — | |
| 32 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 0.86% | — | +0.24% | |
| 33 | ✓ | ServiceNow Inc. | 株式-その他 | 0.77% | — | — | |
| 34 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.76% | — | -5.70% | |
| 35 | NORW | Global X Msci Norway ETF | ETF-その他 | 0.76% | — | +1.04% | |
| 36 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.73% | — | -4.35% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | -0.56% | +95.79% | |
| 38 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.70% | — | -4.07% | |
| 39 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.70% | — | +5.40% | |
| 40 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 0.66% | — | — | |
| 41 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.63% | — | +19.78% | |
| 42 | EZA | Ishares Msci South Africa Et | ETF-その他 | 0.60% | — | +0.32% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | +0.90% | |
| 44 | ✓ | Tesla, Inc. | 株式-その他 | 0.58% | — | — | |
| 45 | ✓ | Gabelli Dividend & Income Trus | 株式-その他 | 0.56% | — | — | |
| 46 | ECH | Ishares Msci Chile ETF | ETF-その他 | 0.56% | — | -18.68% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | -40.75% | |
| 48 | EWO | Ishares Msci Austria ETF | ETF-その他 | 0.55% | — | -21.56% | |
| 49 | EWQ | Ishares Msci France ETF | ETF-その他 | 0.50% | — | -24.92% | |
| 50 | ✓ | Expedia Group, Inc. | 株式-その他 | 0.42% | — | — |