CIK: 0001607866
申告総資産額
$7.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.29% | -0.22% | -1.05% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.15% | -0.59% | +0.56% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.77% | -1.07% | -0.79% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.70% | +0.01% | -0.62% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.44% | -0.20% | -6.59% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.98% | -0.13% | +2.12% | |
| 7 | AMD | Advanced Micro Devices | 株式-IT | 2.83% | -0.02% | +0.97% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.26% | -0.14% | +1.15% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.22% | — | +3.19% | |
| 10 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.06% | — | -0.26% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.92% | -0.15% | -0.40% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.79% | +0.03% | +5.70% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.74% | +0.57% | -0.13% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.73% | -0.16% | -0.30% | |
| 15 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.62% | -1.18% | +1.43% | |
| 16 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.61% | — | +0.31% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.56% | — | +8.42% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.55% | — | -0.22% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.49% | — | -0.39% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | +0.34% | +0.08% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 1.35% | +0.39% | -1.83% | |
| 22 | FDX | Fedex CORP | 株式-資本財 | 1.30% | — | -0.69% | |
| 23 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 1.25% | — | +0.84% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 1.24% | -0.12% | +1.17% | |
| 25 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 1.22% | — | +5.89% | |
| 26 | UBER | Uber Technologies INC | 株式-資本財 | 1.09% | -0.13% | +10.52% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.07% | -0.31% | +15.71% | |
| 28 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 1.07% | -0.06% | +0.98% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.01% | — | +5.65% | |
| 30 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 1.00% | — | +6.81% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | -0.08% | -6.79% | |
| 32 | DGT | Ss Spdr Global Dow ETF | ETF-その他 | 0.92% | +0.12% | +2.07% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | -0.19% | +13.64% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.86% | +0.12% | -1.70% | |
| 35 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.84% | +0.17% | -1.53% | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.81% | — | +1.82% | |
| 37 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.78% | — | -1.53% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.77% | — | +4.53% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | +0.33% | +6.56% | |
| 40 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.76% | — | +10.29% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.75% | -0.04% | +4.23% | |
| 42 | FTNT | Fortinet INC | 株式-IT | 0.74% | — | — | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.72% | — | +7.31% | |
| 44 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.72% | -0.01% | -0.87% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | +1803.12% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.68% | +0.12% | +1.47% | |
| 47 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.65% | — | -2.34% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | -0.53% | EXIT | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.63% | -0.05% | -1.84% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.62% | — | +4.92% |