CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中（全3671銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 3.35% | -0.35% | +15.60% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.30% | -0.22% | +16.90% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.95% | — | -3.38% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.41% | -2.66% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.15% | — | -1.50% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.14% | — | -9.47% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | -0.19% | -13.97% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.96% | — | -1.62% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.88% | — | +6.29% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 0.85% | -0.11% | +56.32% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | — | +291.38% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.74% | -0.35% | +5.16% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -4.92% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | -2.39% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.59% | — | -0.19% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.56% | — | +3.36% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | +0.03% | -1.88% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | +25.34% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.54% | — | -6.20% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 0.51% | — | +19.74% | |
| 21 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.50% | — | +6.37% | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 0.49% | — | -6.91% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | -2.53% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | — | +26.21% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +13.02% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | -9.03% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.47% | — | +2.88% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.45% | — | -24.36% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | +0.05% | -1.60% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | -0.45% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.44% | — | +3.75% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.43% | — | +0.86% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.43% | — | +1.09% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | — | +12.31% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.41% | — | +12.79% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | +15.78% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | -8.20% | |
| 38 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.40% | -0.28% | -0.21% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.39% | — | +9.20% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.38% | -0.44% | +24.25% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | -0.13% | -18.79% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.37% | — | -5.08% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.37% | — | +5.45% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | +12.60% | |
| 45 | AMD | Advanced Micro Devices | 株式-IT | 0.36% | — | -7.88% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.36% | — | -0.36% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.36% | — | +11.14% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | — | +7.95% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | -5.90% | |
| 50 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.35% | — | -0.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +0.5% | +56.32% | 増加 |
| 2 | AAPL | Apple INC | +0.4% | +15.60% | 増加 |
| 3 | DIS | Walt Disney Co/the | +0.2% | +25.34% | 増加 |
| 4 | IGF | Ishares Global Infrastructur | +0.2% | +1488.27% | 増加 |
| 5 | TRIP | Tripadvisor INC | +0.2% | +234896.97% | 増加 |
| 6 | PAYC | Paycom Software INC | +0.2% | +654.62% | 増加 |
| 7 | JETS | US Global Jets ETF | +0.2% | +2060.25% | 増加 |
| 8 | SHOP | Shopify INC - Class A | +0.2% | +117.09% | 増加 |
| 9 | XYZ | Block INC | +0.2% | +112.49% | 増加 |
| 10 | APPN | Appian Corp-a | +0.1% | +1964.36% | 増加 |
| 11 | MELI | Mercadolibre INC | +0.1% | +939.02% | 増加 |
| 12 | TTD | Trade Desk Inc/the -class A | +0.1% | +1792.44% | 増加 |
| 13 | ETSY | Etsy INC | +0.1% | +200.19% | 増加 |
| 14 | ROKU | Roku INC | +0.1% | +7.79% | 増加 |
| 15 | JPST | Jpmorgan Ultra-short Income | +0.1% | +96.42% | 増加 |
| 16 | SNAP | Snap INC - A | +0.1% | +816.14% | 増加 |
| 17 | CRWD | Crowdstrike Holdings INC - A | +0.1% | +482.93% | 増加 |
| 18 | OKTA | Okta INC | +0.1% | +265.48% | 増加 |
| 19 | ZS | Zscaler INC | +0.1% | +442.33% | 増加 |
| 20 | MDB | Mongodb INC | +0.1% | +5025.93% | 増加 |
| 21 | MGNI | Magnite INC | +0.1% | +1866.65% | 増加 |
| 22 | AMZN | Amazon.com INC | +0.1% | +16.90% | 増加 |
| 23 | TWLO | Twilio INC - A | +0.1% | +218.61% | 増加 |
| 24 | NVCR | NovoCure Limited | +0.1% | +952.96% | 増加 |
| 25 | SOXX | Ishares Semiconductor ETF | +0.1% | +6.37% | 増加 |
| 26 | COP | Conocophillips | +0.1% | +49.68% | 増加 |
| 27 | AEP | American Electric Power Company, Inc. | +0.1% | +6.13% | 増加 |
| 28 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +38.32% | 増加 |
| 29 | RTX | Rtx CORP | +0.1% | +31.50% | 増加 |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | +167.49% | 増加 |
| 31 | MA | Mastercard INC - A | 0% | +19.74% | 増加 |
| 32 | AGG | Ishares Core U.s. Aggregate | 0% | +26.21% | 増加 |
| 33 | IHI | Ishares U.s. Medical Devices | 0% | +20.97% | 増加 |
| 34 | ITOT | Ishares Core S&p Total U.s. | 0% | +6.29% | 増加 |
| 35 | V | Visa Inc-class A Shares | 0% | +15.78% | 増加 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +5.16% | 増加 |
| 37 | IJR | Ishares Core S&p Small-cap E | — | -9.03% | 減少 |
| 38 | XLK | Ss Technology Select Sector | -0.1% | -1.50% | 減少 |
| 39 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | -91.82% | 減少 |
| 40 | ZM | Zoom Communications INC | -0.1% | -6.54% | 減少 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -3.38% | 減少 |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.2% | -51.19% | 減少 |
| 43 | INTC | Intel CORP | -0.2% | -23.26% | 減少 |
| 44 | EEM | Ishares Msci Emerging Market | -0.2% | -80.87% | 減少 |
| 45 | IAUUSD | Ishares Gold Trust | -0.2% | -24.36% | 減少 |
| 46 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -55.28% | 減少 |
| 47 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -0.3% | -74.53% | 減少 |
| 48 | QQQJ | Invesco Nasdaq Next Gen 100 | — | NEW | 新規購入 |
| 49 | IMMU | Immunomedics INC | — | EXIT | 全売却 |
| 50 | TMFS | Motley Fool Small-cap Growth | — | NEW | 新規購入 |