CIK: 0001576102
申告総資産額
$6.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 9.41% | -0.26% | -0.37% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.23% | -0.25% | +0.74% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.27% | -1.39% | +2.87% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.15% | — | +0.76% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 2.75% | -0.25% | +0.38% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.71% | -0.29% | +2.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.55% | -0.25% | +2.92% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.53% | -0.39% | +4.49% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.30% | — | +5.31% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.20% | — | -0.46% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.85% | +0.01% | -0.24% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.82% | — | +0.05% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.67% | — | -3.12% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.59% | +0.35% | -11.88% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.58% | -0.11% | +12.20% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | +0.17% | -1.09% | |
| 17 | RTN1USD | Raytheon Company | 株式-その他 | 1.32% | — | -0.56% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.31% | — | -1.54% | |
| 19 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.24% | — | +0.67% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.16% | +0.02% | +40.82% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.05% | -0.40% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.07% | +1.65% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 1.04% | -0.03% | -2.19% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.00% | +0.14% | -0.57% | |
| 25 | PGX | Invesco Preferred ETF | ETF-その他 | 1.00% | — | -1.15% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.99% | — | -2.58% | |
| 27 | BLKCHF | Blackrock INC | 株式-その他 | 0.98% | — | +6.59% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.97% | — | -0.16% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 0.89% | — | +8.61% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.09% | -6.79% | |
| 31 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.88% | — | +11.80% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.05% | -1.05% | |
| 33 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-その他 | 0.82% | — | +8.77% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.82% | — | -6.27% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.82% | +0.18% | +4.11% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | -6.67% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.80% | — | +10.73% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.78% | -0.25% | -3.21% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | — | +0.61% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.75% | -0.06% | -1.63% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.75% | — | -1.76% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.74% | — | -5.49% | |
| 43 | AIA | Ishares Asia 50 ETF | ETF-その他 | 0.71% | — | — | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | — | -1.41% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | +2.41% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.69% | — | +0.48% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.68% | -0.38% | +50.76% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | -6.09% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | +0.12% | -1.88% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | -4.47% |