CIK: 0001482611
申告総資産額
$1.9億
| # | 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 | C | Citigroup INC | 株式-金融 | 7.18% | — | — | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.85% | -0.37% | -3.89% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.95% | +0.70% | +0.03% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.51% | — | -0.91% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.24% | -0.49% | -5.14% | |
| 6 | ✓ | Vivendi ORD Shs | 株式-その他 | 3.55% | — | — | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.55% | — | -76.15% | |
| 8 | T | At&t INC | 株式-通信サービス | 3.43% | +0.27% | -15.13% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 3.41% | — | — | |
| 10 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 3.13% | — | -6.62% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 3.10% | — | -6.95% | |
| 12 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 3.06% | — | -1.30% | |
| 13 | STWD | Starwood Property Trust INC | 株式-不動産 | 2.94% | — | -7.73% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.78% | — | +7.89% | |
| 15 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 2.52% | — | — | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.32% | — | — | |
| 17 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 2.21% | — | — | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 2.15% | — | -4.07% | |
| 19 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 2.11% | — | -4.88% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | — | -7.46% | |
| 21 | 0VVB | Paramount Global-class B | 株式-その他 | 2.09% | — | — | |
| 22 | GLW | Corning INC | 株式-IT | 2.05% | — | +78.03% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.65% | — | +4.66% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 1.64% | -0.19% | -1.52% | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.46% | — | -3.45% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 1.37% | -0.38% | -5.01% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 1.27% | -0.28% | -0.77% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.15% | +0.18% | — | |
| 29 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.87% | — | -10.88% | |
| 30 | IXP | Ishares Global Comm Services | ETF-その他 | 0.87% | -0.43% | +1.18% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | +0.98% | |
| 32 | CNOB | Connectone Bancorp INC | 株式-その他 | 0.78% | — | -71.79% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.54% | — | +10.43% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | -0.12% | +0.49% | |
| 35 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.52% | — | — | |
| 36 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.50% | — | +6.52% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.48% | — | -4.72% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | — | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.46% | — | +2.84% | |
| 40 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.45% | — | +3.63% | |
| 41 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.44% | — | +2.81% | |
| 42 | ENZB | Enzo Biochem INC | 株式-その他 | 0.44% | — | -4.58% | |
| 43 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.44% | — | +6.15% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.40% | — | +1.78% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.38% | — | — | |
| 46 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 0.36% | — | +6.37% | |
| 47 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.36% | — | +1.96% | |
| 48 | XBMEX | Blackrock Health Sciences | 株式-その他 | 0.36% | — | +14.29% | |
| 49 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.36% | — | +8.04% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.35% | — | +2.83% |