CIK: 0001631738
申告総資産額
$3.7億
上位200銘柄を表示中（全366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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.28% | +0.30% | +4.09% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.63% | -0.02% | +7.69% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.50% | — | +6.82% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.10% | — | -1.04% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.78% | +0.51% | -0.29% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.34% | — | +0.47% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.20% | -0.11% | -0.66% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.11% | -0.01% | +8.73% | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 1.97% | — | -3.25% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.80% | -0.37% | +0.29% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.80% | -1.66% | +4.88% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.35% | +1.06% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.70% | +0.08% | -0.08% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | +0.63% | -0.23% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.54% | -0.08% | +2.50% | |
| 16 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.51% | — | +3.77% | |
| 17 | BBTUSD | Bb&t CORP | 株式-その他 | 1.46% | — | +1.45% | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.46% | -0.08% | -14.74% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.41% | -0.05% | +0.79% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.40% | -0.30% | +11.60% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.38% | -0.23% | +3.58% | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.36% | +0.20% | +4.19% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 1.35% | — | +16.91% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.26% | -0.20% | -1.97% | |
| 25 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.19% | — | +50.02% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.15% | -0.12% | +8.16% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 1.05% | — | +3.33% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.05% | -0.30% | +16.25% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.99% | -0.11% | -10.22% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +0.40% | |
| 31 | PAYX | Paychex INC | 株式-IT | 0.96% | — | -1.27% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | — | |
| 33 | USB | US Bancorp | 株式-金融 | 0.95% | — | +14.17% | |
| 34 | WDAY | Workday Inc-class A | 株式-IT | 0.91% | — | +0.62% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.91% | -0.03% | +153.66% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.90% | -0.10% | +9.06% | |
| 37 | FDX | Fedex CORP | 株式-資本財 | 0.90% | — | +8.95% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | — | +6.74% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.88% | -0.05% | -2.54% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.86% | -0.19% | +11.16% | |
| 41 | VDE | Vanguard Energy ETF | ETF-その他 | 0.83% | — | — | |
| 42 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.81% | — | +290.91% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.79% | — | +2075.00% | |
| 44 | PRU | Prudential Financial INC | 株式-金融 | 0.79% | — | +0.96% | |
| 45 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.76% | — | +21.73% | |
| 46 | XLB | Ss Materials Select Sector | ETF-その他 | 0.75% | -0.05% | +12.30% | |
| 47 | STT | State Street CORP | 株式-金融 | 0.74% | — | -0.29% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | — | +12.43% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.68% | — | +53.43% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | -0.04% | +0.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +0.8% | +2075.00% | 増加 |
| 2 | UPRO | Proshares Ultrapro S&p 500 | +0.6% | +290.91% | 増加 |
| 3 | XLV | Ss Health Care Select Sector | +0.5% | +153.66% | 増加 |
| 4 | SSO | Proshares Ultra S&p500 | +0.4% | +50.02% | 増加 |
| 5 | VCIT | Vanguard Int-term Corporate | +0.2% | +53.43% | 増加 |
| 6 | MDT | Medtronic plc | +0.2% | +16.91% | 増加 |
| 7 | VNQ | Vanguard Real Estate ETF | +0.2% | +60.90% | 増加 |
| 8 | PANW | Palo Alto Networks INC | +0.1% | +1666.67% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +0.29% | 増加 |
| 10 | USB | US Bancorp | +0.1% | +14.17% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.1% | +1.06% | 増加 |
| 12 | COST | Costco Wholesale CORP | +0.1% | +8.16% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +0.47% | 増加 |
| 14 | UNH | Unitedhealth Group INC | +0.1% | +16.25% | 増加 |
| 15 | XLB | Ss Materials Select Sector | +0.1% | +12.30% | 増加 |
| 16 | PFE | Pfizer INC | +0.1% | +88.49% | 増加 |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | +7.69% | 増加 |
| 18 | V | Visa Inc-class A Shares | +0.1% | -0.08% | 減少 |
| 19 | BKNG | Booking Holdings INC | +0.1% | +3.77% | 増加 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +12.43% | 増加 |
| 21 | BMY | Bristol-myers Squibb Co | 0% | +36.70% | 増加 |
| 22 | IWM | Ishares Russell 2000 ETF | 0% | +6.82% | 増加 |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +9.06% | 増加 |
| 24 | DIS | Walt Disney Co/the | 0% | -7.22% | 減少 |
| 25 | CCL1EUR | Carnival CORP LTD | 0% | +21.73% | 増加 |
| 26 | PRU | Prudential Financial INC | 0% | +0.96% | 増加 |
| 27 | IEMG | Ishares Core Msci Emerging | 0% | +8.73% | 増加 |
| 28 | AMGN | Amgen INC | 0% | +11.60% | 増加 |
| 29 | IBB | Ishares Biotechnology ETF | 0% | +11.16% | 増加 |
| 30 | BBTUSD | Bb&t CORP | — | +1.45% | 増加 |
| 31 | AAPL | Apple INC | 0% | +2.50% | 増加 |
| 32 | WDAY | Workday Inc-class A | 0% | +0.62% | 増加 |
| 33 | PYPL | Paypal Holdings INC | 0% | -3.25% | 減少 |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +4.88% | 増加 |
| 35 | AMZN | Amazon.com INC | -0.1% | -0.29% | 減少 |
| 36 | LRCXEUR | Lam Research CORP | -0.1% | -24.37% | 減少 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -18.25% | 減少 |
| 38 | ENB | Enbridge INC | -0.1% | -45.74% | 減少 |
| 39 | LLY | Eli Lilly & Co | -0.1% | — | 変化なし |
| 40 | CELG | Celgene CORP | -0.1% | -8.32% | 減少 |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | +0.06% | 増加 |
| 42 | XLI | Ss Industrial Select Sector | -0.1% | -54.00% | 減少 |
| 43 | MMM | 3m Co | -0.1% | -1.25% | 減少 |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +4.09% | 増加 |
| 45 | SBUX | Starbucks CORP | -0.2% | -14.74% | 減少 |
| 46 | STT | State Street CORP | -0.2% | -0.29% | 減少 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.23% | 減少 |
| 48 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 49 | COF | Capital One Financial CORP | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |