CIK: 0001567163
申告総資産額
$5.9億
上位200銘柄を表示中（全594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 | AAPL | Apple INC | 株式-IT | 5.22% | +0.87% | -1.68% | |
| 2 | PGX | Invesco Preferred ETF | ETF-その他 | 4.93% | — | +8.64% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.28% | -0.05% | -1.27% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.11% | +1.61% | +0.60% | |
| 5 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 4.06% | — | +7.06% | |
| 6 | DOCU | Docusign INC | 株式-IT | 3.20% | — | -12.36% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.97% | +0.08% | +14.71% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.94% | — | -0.16% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.78% | +0.31% | +1.11% | |
| 10 | BP | Bp Plc-spons Adr | 株式-エネルギー | 2.72% | -0.02% | +2.34% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.67% | +0.13% | +3.59% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.45% | — | +3.13% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 2.38% | — | +12.37% | |
| 14 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 2.36% | — | +5.09% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.28% | +0.09% | +1.43% | |
| 16 | GD | General Dynamics CORP | 株式-資本財 | 2.18% | +0.06% | +8.58% | |
| 17 | PYPL | Paypal Holdings INC | 株式-金融 | 1.80% | — | +7481.82% | |
| 18 | NRK | Nuveen Ny Amt-fr Muni INC | 株式-その他 | 1.72% | — | +3.35% | |
| 19 | PSA | Public Storage | 株式-不動産 | 1.67% | +0.33% | — | |
| 20 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.64% | — | +8.26% | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 1.53% | — | +11.16% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.53% | -0.05% | +27.27% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.52% | -0.46% | +0.78% | |
| 24 | NLY V0 PERP F | Annaly Capital Mgmt | 株式-不動産 | 1.46% | — | -0.14% | |
| 25 | RTN1USD | Raytheon Company | 株式-その他 | 1.44% | — | -0.17% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.14% | +0.06% | +20.49% | |
| 27 | AGNC V0 PERP C | Agnc Investment CORP | 株式-不動産 | 1.04% | — | -0.86% | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.03% | — | -20.94% | |
| 29 | REM | Ishares Mortgage Real Estate | ETF-その他 | 1.03% | — | -0.78% | |
| 30 | ✓ | 株式-その他 | 0.95% | — | +2.01% | ||
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | +0.10% | +14.46% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.93% | — | +686.36% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | +0.94% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.92% | +0.02% | -1.48% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.86% | — | +3.67% | |
| 36 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.80% | — | +59.17% | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 0.74% | — | +1.29% | |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.71% | — | -1.20% | |
| 39 | ETN | Eaton Corporation plc | 株式-資本財 | 0.69% | — | -1.65% | |
| 40 | ✓ | Ito En LTD Ord F | 株式-その他 | 0.66% | — | +4200.04% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.59% | — | +62605.74% | |
| 42 | ✓ | 株式-その他 | 0.58% | — | +10984.00% | ||
| 43 | ✓ | Bridgestone Crp LTD Ordf | 株式-その他 | 0.54% | — | +2885.67% | |
| 44 | ✓ | Mallinckrodt PLC | 株式-その他 | 0.51% | — | +2531.00% | |
| 45 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.51% | — | -4.44% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.51% | — | +1.84% | |
| 47 | CRSP | CRISPR Therapeutics AG | 株式-ヘルスケア | 0.48% | — | +740245.00% | |
| 48 | 62C | Piper Sandler Cos | 株式-その他 | 0.47% | — | +66366.41% | |
| 49 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.38% | — | +7749.00% | |
| 50 | LAZ | Lazard, Inc. | 株式-金融 | 0.36% | — | +5550.50% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +1.8% | +7481.82% | 増加 |
| 2 | ✓ | Ito En LTD Ord F | +0.6% | +4200.04% | 増加 |
| 3 | MDT | Medtronic plc | +0.6% | +686.36% | 増加 |
| 4 | ACN | Accenture plc | +0.6% | +62605.74% | 増加 |
| 5 | ✓ | +0.6% | +10984.00% | 増加 | |
| 6 | AAPL | Apple INC | +0.5% | -1.68% | 減少 |
| 7 | ✓ | Bridgestone Crp LTD Ordf | +0.5% | +2885.67% | 増加 |
| 8 | ✓ | Mallinckrodt PLC | +0.5% | +2531.00% | 増加 |
| 9 | CRSP | CRISPR Therapeutics AG | +0.5% | +740245.00% | 増加 |
| 10 | 62C | Piper Sandler Cos | +0.5% | +66366.41% | 増加 |
| 11 | ACGL | Arch Capital Group Ltd. | +0.4% | +7749.00% | 増加 |
| 12 | LAZ | Lazard, Inc. | +0.4% | +5550.50% | 増加 |
| 13 | NVCR | NovoCure Limited | +0.4% | +283155.00% | 増加 |
| 14 | VAL | Valaris Limited | +0.3% | +531.50% | 増加 |
| 15 | SSYS | Stratasys Ltd. | +0.3% | +31441.67% | 増加 |
| 16 | GNK | Genco Shipping & Trading Limited | +0.3% | +2189.00% | 増加 |
| 17 | ✓ | G Willi Food Intl Ltd Ord | +0.3% | +17149.43% | 増加 |
| 18 | ✓ | +0.3% | +19944.33% | 増加 | |
| 19 | JNJ | Johnson & Johnson | +0.3% | +14.71% | 増加 |
| 20 | TNK | Teekay Tankers Ltd. | +0.3% | +94533.87% | 増加 |
| 21 | ✓ | Axovant Sciences LTD | +0.3% | +95542.86% | 増加 |
| 22 | ✓ | Amazon Com INC | +0.3% | +13785.71% | 増加 |
| 23 | KYN | Kayne Anderson Energy Infra | +0.2% | +59.17% | 増加 |
| 24 | CVX | Chevron CORP | +0.2% | +27.27% | 増加 |
| 25 | PFE | Pfizer INC | +0.1% | +12.37% | 増加 |
| 26 | BLKCHF | Blackrock INC | +0.1% | +11.16% | 増加 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +1.11% | 増加 |
| 28 | INTC | Intel CORP | 0% | -0.16% | 減少 |
| 29 | DIS | Walt Disney Co/the | 0% | +3.13% | 増加 |
| 30 | MRK | Merck & Co. INC. | -0.1% | +3.59% | 増加 |
| 31 | MSFT | Microsoft CORP | -0.1% | -1.27% | 減少 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.60% | 増加 |
| 33 | BSCMUSD | Invesco Bulletshares 2022 Co | -0.3% | +7.06% | 増加 |
| 34 | PGX | Invesco Preferred ETF | -0.3% | +8.64% | 増加 |
| 35 | PSA | Public Storage | — | NEW | 新規購入 |
| 36 | AMLPUSD | Alerian Mlp ETF | — | EXIT | 全売却 |
| 37 | T | At&t INC | — | EXIT | 全売却 |
| 38 | EPD | Enterprise Products Partners | — | EXIT | 全売却 |
| 39 | BAC 5.875 PERP HH | Bank Of America CORP | — | EXIT | 全売却 |
| 40 | WEP | Magellan Midstream Partners | — | EXIT | 全売却 |
| 41 | XNEAX | Nuveen Amt-fr Qlty Muni INC | — | EXIT | 全売却 |
| 42 | RITM | Rithm Capital CORP | — | EXIT | 全売却 |
| 43 | BA | Boeing Co/the | — | EXIT | 全売却 |
| 44 | IBB | Ishares Biotechnology ETF | — | EXIT | 全売却 |
| 45 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 46 | PMT V8.125 PERP A | Pennymac Mtge Investment | — | EXIT | 全売却 |
| 47 | AGNC | Agnc Investment CORP | — | EXIT | 全売却 |
| 48 | CIM V8 PERP B | Chimera Investment CORP | — | EXIT | 全売却 |
| 49 | WFC | Wells Fargo & Co | — | EXIT | 全売却 |
| 50 | ETP 7.625 PERP D | Energy Transfer Operatng | — | EXIT | 全売却 |