CIK: 0001598348
申告総資産額
$2.4億
| # | 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 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 9.00% | -0.20% | +5.98% | |
| 2 | GSY | Invesco Ultra Short Duration | ETF-その他 | 8.65% | -1.27% | +0.28% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 8.14% | — | +11.95% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.00% | — | +19.62% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.14% | — | -7.88% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.00% | -0.63% | +7.64% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.64% | — | -3.56% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 4.20% | — | — | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.89% | -3.98% | +7.12% | |
| 10 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 3.13% | -3.00% | -9.31% | |
| 11 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.88% | +0.01% | -4.64% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.54% | -1.53% | +1343.23% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.49% | +0.11% | +5.14% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.49% | -1.66% | +0.84% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.38% | +0.37% | -3.00% | |
| 16 | ✓ | Cbs CORP New | 株式-その他 | 2.36% | — | -0.79% | |
| 17 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 2.29% | — | -3.52% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 2.14% | -0.82% | -6.67% | |
| 19 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 1.64% | — | -3.48% | |
| 20 | FIBK | First Interstate Bancsys-a | 株式-その他 | 1.61% | +0.13% | — | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.61% | +0.63% | -25.85% | |
| 22 | WAB | Wabtec CORP | 株式-資本財 | 1.56% | +0.33% | -1.57% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.51% | — | -5.16% | |
| 24 | FAF | First American Financial | 株式-金融 | 1.46% | — | -3.57% | |
| 25 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.45% | — | -5.37% | |
| 26 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 1.31% | — | -3.82% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.24% | — | -5.45% | |
| 28 | ✓ | 株式-その他 | 1.21% | — | -9.78% | ||
| 29 | SPWH | Sportsman's Warehouse Holdin | 株式-その他 | 1.03% | — | -4.75% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.04% | -2.46% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.84% | — | -16.23% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.65% | +0.06% | -8.45% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.64% | -0.58% | EXIT | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.59% | — | -18.29% | |
| 35 | HL | Hecla Mining Co | 株式-素材 | 0.43% | — | +649.87% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | — | -8.60% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | — | -14.77% | |
| 38 | BANR | Banner Corporation | 株式-その他 | 0.35% | — | -13.34% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.33% | — | -9.49% | |
| 40 | SYK | Stryker CORP | 株式-ヘルスケア | 0.32% | — | — | |
| 41 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.22% | — | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.19% | — | -23.35% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | +0.15% | |
| 44 | ITRI | Itron INC | 株式-IT | 0.14% | +0.12% | NEW | |
| 45 | KTCC | Key Tronic CORP | 株式-その他 | 0.13% | — | -6.63% | |
| 46 | RHI | Robert Half INC | 株式-資本財 | 0.13% | +0.12% | — | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.09% | -1.39% | EXIT | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.09% | — | -0.47% |