CIK: 0001580830
申告総資産額
$29.2億
上位200銘柄を表示中（全241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 | 5.28% | +0.17% | -1.40% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.79% | — | +14.81% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.84% | -0.23% | +2.82% | |
| 4 | WDC | Western Digital CORP | 株式-IT | 2.76% | — | +5.42% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.69% | — | +13.12% | |
| 6 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.59% | — | +9.19% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 2.53% | +0.08% | +3.88% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.43% | -0.47% | +8.05% | |
| 9 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.42% | +0.02% | +15.27% | |
| 10 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.42% | — | +11.31% | |
| 11 | DD | DuPont de Nemours, Inc. | 株式-その他 | 2.40% | — | +11.45% | |
| 12 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.34% | — | +4.22% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 2.32% | -0.12% | +12.03% | |
| 14 | INTC | Intel CORP | 株式-IT | 2.29% | — | -2.81% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.28% | +0.05% | +6.74% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 2.27% | — | +12.94% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.23% | — | +3.53% | |
| 18 | UTXZ | United Tech CORP | 株式-その他 | 2.21% | — | +9.45% | |
| 19 | ETN | Eaton Corporation plc | 株式-資本財 | 2.08% | -0.19% | +14.64% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.05% | — | +16.94% | |
| 21 | CB | Chubb Limited | 株式-金融 | 2.03% | — | +11.26% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.92% | — | +11.54% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.88% | — | +22.89% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.63% | +0.75% | +8.95% | |
| 25 | ETRA | E*trade Financial CORP | 株式-その他 | 1.55% | — | +8.79% | |
| 26 | URI | United Rentals INC | 株式-資本財 | 1.53% | — | +10.45% | |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.46% | — | +11.74% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 1.44% | — | +7.64% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.29% | -0.38% | +3.30% | |
| 30 | IDV | Ishares International Select | ETF-その他 | 1.15% | — | +14.22% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 1.12% | -0.28% | +12.64% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | — | -2.20% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | +0.40% | +11.02% | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.89% | — | +6.34% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | — | -0.07% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.82% | — | +564.53% | |
| 37 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.79% | — | — | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.68% | -0.54% | +24.28% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.63% | — | +28.44% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.63% | — | +7.76% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | +20.51% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | +0.32% | +12.20% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +0.46% | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.55% | +0.33% | +19.90% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | +0.06% | -14.60% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.50% | — | +12.58% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.49% | — | +5.38% | |
| 48 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.47% | — | +29.24% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.45% | — | +80.96% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | +0.10% | +2.50% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IBB | Ishares Biotechnology ETF | +0.4% | +564.53% | 増加 |
| 2 | URI | United Rentals INC | +0.2% | +10.45% | 増加 |
| 3 | VB | Vanguard Small-cap ETF | +0.2% | +80.96% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.2% | +153.84% | 増加 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +22.89% | 増加 |
| 6 | AMAT | Applied Materials INC | +0.2% | +266.58% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.1% | +11.02% | 増加 |
| 8 | ATVIEUR | Activision Blizzard INC | +0.1% | +327.73% | 増加 |
| 9 | HON | Honeywell International INC | +0.1% | +151.26% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +8.05% | 増加 |
| 11 | MCD | Mcdonald's CORP | +0.1% | +9.19% | 増加 |
| 12 | ETRA | E*trade Financial CORP | +0.1% | +8.79% | 増加 |
| 13 | VZ | Verizon Communications INC | +0.1% | +12.03% | 増加 |
| 14 | UTXZ | United Tech CORP | +0.1% | +9.45% | 増加 |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +28.44% | 増加 |
| 16 | QCOM | Qualcomm INC | +0.1% | +12.58% | 増加 |
| 17 | MSFT | Microsoft CORP | +0.1% | +2.82% | 増加 |
| 18 | CSCO | Cisco Systems INC | +0.1% | +3.88% | 増加 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +16.94% | 増加 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +20.51% | 増加 |
| 21 | ADBE | Adobe INC | +0.1% | +7.76% | 増加 |
| 22 | GS | Goldman Sachs Group INC | +0.1% | +19.90% | 増加 |
| 23 | INTC | Intel CORP | +0.1% | -2.81% | 減少 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +14.64% | 増加 |
| 25 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +11.74% | 増加 |
| 26 | PANW | Palo Alto Networks INC | +0.1% | +24.28% | 増加 |
| 27 | KO | Coca-cola Co/the | 0% | +15.27% | 増加 |
| 28 | WFC | Wells Fargo & Co | 0% | +7.64% | 増加 |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +8.95% | 増加 |
| 30 | NFLX | Netflix INC | 0% | +12.64% | 増加 |
| 31 | JNJ | Johnson & Johnson | 0% | +6.74% | 増加 |
| 32 | IDV | Ishares International Select | 0% | +14.22% | 増加 |
| 33 | DD | DuPont de Nemours, Inc. | 0% | +11.45% | 増加 |
| 34 | CB | Chubb Limited | 0% | +11.26% | 増加 |
| 35 | PG | Procter & Gamble Co/the | 0% | +13.12% | 増加 |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +14.81% | 増加 |
| 37 | TOTL | Ss Doubleline Tr Tact ETF | -0.1% | +11.54% | 増加 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | +11.31% | 増加 |
| 39 | LMT | Lockheed Martin CORP | -0.2% | +4.22% | 増加 |
| 40 | AAPL | Apple INC | -0.4% | -1.40% | 減少 |
| 41 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.5% | -93.39% | 減少 |
| 42 | AAL | American Airlines Group INC | -0.5% | -93.26% | 減少 |
| 43 | BHP | Bhp Group Ltd-spon Adr | — | NEW | 新規購入 |
| 44 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 45 | EOG | Eog Resources INC | — | NEW | 新規購入 |
| 46 | POT1EUR | Potash CORP Of Saskatchewan | — | NEW | 新規購入 |
| 47 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | — | EXIT | 全売却 |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | 新規購入 |
| 49 | LRCXEUR | Lam Research CORP | — | NEW | 新規購入 |
| 50 | CORREUR | Corenergy Infrastructure Tru | — | NEW | 新規購入 |