CIK: 0001666746
申告総資産額
$5490.5万
| # | 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 | 13.98% | — | +86.48% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.89% | — | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.82% | — | -3.66% | |
| 4 | SSO | Proshares Ultra S&p500 | ETF-その他 | 3.41% | — | +54.76% | |
| 5 | RITM | Rithm Capital CORP | 株式-不動産 | 1.64% | — | -6.68% | |
| 6 | MVV | Proshares Ultra Midcap400 | ETF-その他 | 1.41% | — | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.40% | — | +20.58% | |
| 8 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 1.39% | — | -2.97% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.34% | — | +12.90% | |
| 10 | ✓ | Alphabet Inc. | 株式-その他 | 1.26% | — | +33.33% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.26% | — | +15.28% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 1.22% | — | +34.64% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | — | +53.97% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.18% | — | -50.83% | |
| 15 | AMZAUSD | Infracap Mlp ETF | ETF-その他 | 1.16% | — | -8.51% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.14% | — | +25.25% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.14% | — | +16.20% | |
| 18 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.14% | — | +40.23% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.12% | — | +22.40% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 1.10% | — | +33.30% | |
| 21 | ADP | Automatic Data Processing | 株式-IT | 1.09% | — | +33.17% | |
| 22 | ADBE | Adobe INC | 株式-IT | 1.09% | — | +28.10% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.08% | — | +35.81% | |
| 24 | PYPL | Paypal Holdings INC | 株式-金融 | 1.04% | — | +31.72% | |
| 25 | INTU | Intuit INC | 株式-IT | 1.01% | — | +37.74% | |
| 26 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.95% | — | +38.82% | |
| 27 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.94% | — | -6.42% | |
| 28 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.89% | — | -6.49% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.76% | — | +10.30% | |
| 30 | BPYPN | Brookfield Property Partners L.P. | 株式-その他 | 0.75% | — | — | |
| 31 | TNK | Teekay Tankers Ltd. | 株式-その他 | 0.72% | — | -6.65% | |
| 32 | ✓ | Medtronic plc | 株式-その他 | 0.68% | — | +43.94% | |
| 33 | DHT | DHT Holdings, Inc. | 株式-その他 | 0.68% | — | -6.69% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.68% | — | +8.52% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | +2.40% | |
| 36 | BRY | Berry CORP | 株式-その他 | 0.63% | — | — | |
| 37 | EBAY | Ebay INC | 株式-一般消費財 | 0.63% | — | +37.33% | |
| 38 | EA | Electronic Arts INC | 株式-通信サービス | 0.61% | — | +38.42% | |
| 39 | ✓ | Pennsylvania Real Estate Invt Tr Sbi | 株式-その他 | 0.60% | — | — | |
| 40 | ADSK | Autodesk INC | 株式-IT | 0.59% | — | +38.83% | |
| 41 | HPTUSD | Hospitality Properties Trust | 株式-その他 | 0.58% | — | -6.44% | |
| 42 | NOW | Servicenow INC | 株式-IT | 0.55% | — | +37.10% | |
| 43 | ✓ | Dxc Technology Co Com | 株式-その他 | 0.54% | — | +21.01% | |
| 44 | KIM | Kimco Realty CORP | 株式-不動産 | 0.53% | — | -6.40% | |
| 45 | ✓ | Northstar Realty Europe Corp | 株式-その他 | 0.52% | — | -6.42% | |
| 46 | ENB | Enbridge INC | 株式-エネルギー | 0.52% | — | — | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | — | +40.50% | |
| 48 | TCO | Taubman Centers INC | 株式-その他 | 0.47% | — | -6.42% | |
| 49 | ✓ | Spirit Realty Capital Inc | 株式-その他 | 0.47% | — | -6.41% | |
| 50 | XYZ | Block INC | 株式-金融 | 0.46% | — | +37.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +6% | +86.48% | 増加 |
| 2 | SSO | Proshares Ultra S&p500 | +1.2% | +54.76% | 増加 |
| 3 | ORCL | Oracle CORP | +0.3% | +34.64% | 増加 |
| 4 | ATVIEUR | Activision Blizzard INC | +0.3% | +40.23% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.3% | +20.58% | 増加 |
| 6 | ADP | Automatic Data Processing | +0.3% | +33.17% | 増加 |
| 7 | INTU | Intuit INC | +0.3% | +37.74% | 増加 |
| 8 | ✓ | Alphabet Inc. | +0.3% | +33.33% | 増加 |
| 9 | CRM | Salesforce INC | +0.3% | +25.25% | 増加 |
| 10 | AAPL | Apple INC | +0.2% | +12.90% | 増加 |
| 11 | ADBE | Adobe INC | +0.2% | +28.10% | 増加 |
| 12 | XYZ | Block INC | +0.2% | +37.64% | 増加 |
| 13 | ACN | Accenture plc | +0.2% | +35.81% | 増加 |
| 14 | ✓ | Medtronic plc | +0.2% | +43.94% | 増加 |
| 15 | PYPL | Paypal Holdings INC | +0.2% | +31.72% | 増加 |
| 16 | ADSK | Autodesk INC | +0.2% | +38.83% | 増加 |
| 17 | EFA | Ishares Msci Eafe ETF | +0.2% | +92.63% | 増加 |
| 18 | V | Visa Inc-class A Shares | +0.2% | +15.28% | 増加 |
| 19 | IBM | Intl Business Machines CORP | +0.2% | +22.40% | 増加 |
| 20 | TMO | Thermo Fisher Scientific INC | +0.2% | +40.50% | 増加 |
| 21 | META | Meta Platforms Inc-class A | +0.2% | +53.97% | 増加 |
| 22 | CTSH | Cognizant Tech Solutions-a | +0.2% | +38.82% | 増加 |
| 23 | NFLX | Netflix INC | +0.1% | +33.30% | 増加 |
| 24 | UNH | Unitedhealth Group INC | +0.1% | +16.20% | 増加 |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | -0.7% | -75.63% | 減少 |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | -1% | -73.98% | 減少 |
| 27 | MA | Mastercard INC - A | -1.2% | -50.83% | 減少 |
| 28 | UST | Proshares Ultra 7-10 Year Tr | -3.5% | -93.32% | 減少 |
| 29 | IEF | Ishares 7-10 Year Treasury B | -16.2% | -98.93% | 減少 |
| 30 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新規購入 |
| 31 | MVV | Proshares Ultra Midcap400 | — | NEW | 新規購入 |
| 32 | BPYPN | Brookfield Property Partners L.P. | — | NEW | 新規購入 |
| 33 | LXPUSD | Lxp Industrial Trust | — | EXIT | 全売却 |
| 34 | BRY | Berry CORP | — | NEW | 新規購入 |
| 35 | ✓ | Pennsylvania Real Estate Invt Tr Sbi | — | NEW | 新規購入 |
| 36 | BXMT | Blackstone Mortgage Tru-cl A | — | EXIT | 全売却 |
| 37 | ENB | Enbridge INC | — | NEW | 新規購入 |
| 38 | ✓ | Ggp INC | — | EXIT | 全売却 |
| 39 | FTSM | First Trust Enh Short Mat Fd | — | EXIT | 全売却 |
| 40 | CLNSEUR | Colony Capital INC | — | NEW | 新規購入 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 42 | IT | Gartner INC | — | NEW | 新規購入 |
| 43 | XLV | Ss Health Care Select Sector | — | NEW | 新規購入 |
| 44 | XLY | Ss Consumer Disc Select Sect | — | NEW | 新規購入 |
| 45 | XLI | Ss Industrial Select Sector | — | NEW | 新規購入 |
| 46 | CDW | Cdw Corp/de | — | NEW | 新規購入 |
| 47 | VRSN | Verisign INC | — | NEW | 新規購入 |
| 48 | ✓ | — | NEW | 新規購入 | |
| 49 | XLF | Ss Financial Select Sector | — | NEW | 新規購入 |
| 50 | XLE | Ss Energy Select Sector | — | EXIT | 全売却 |