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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 10.03% | -0.59% | -2.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.35% | -0.22% | -0.91% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.27% | -1.07% | -0.37% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.84% | -0.20% | -0.71% | |
| 5 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.74% | -1.18% | -2.37% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.17% | -0.13% | +0.73% | |
| 7 | AMD | Advanced Micro Devices | 株式-IT | 2.88% | -0.02% | -1.46% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 2.75% | +0.17% | +27.31% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.64% | -0.14% | -0.90% | |
| 10 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.48% | +0.01% | -0.57% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.15% | — | -5.01% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.01% | +0.03% | +7.93% | |
| 13 | FLXR | Tcw Flexible Income ETF | ETF-その他 | 1.88% | — | +16.32% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.68% | -0.19% | +35.03% | |
| 15 | DGT | Ss Spdr Global Dow ETF | ETF-その他 | 1.67% | +0.12% | +3.33% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.65% | -0.16% | -1.21% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.61% | -0.15% | -0.34% | |
| 18 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.61% | — | +0.99% | |
| 19 | EMTL | Ss Doubleline Em Fi ETF | ETF-その他 | 1.59% | -1.59% | EXIT | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.51% | -0.12% | +2.15% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.49% | +0.34% | +0.17% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.44% | +0.57% | -0.15% | |
| 23 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.43% | — | -0.34% | |
| 24 | UBER | Uber Technologies INC | 株式-資本財 | 1.38% | -0.13% | +0.04% | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.34% | — | -1.67% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | — | -0.18% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.26% | — | -0.57% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.25% | -0.31% | -0.26% | |
| 29 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.09% | — | +3.04% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 1.06% | -0.04% | +2.73% | |
| 31 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 0.98% | — | +0.69% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.97% | +0.39% | +92.88% | |
| 33 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.91% | — | +0.49% | |
| 34 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.89% | +0.31% | +2.47% | |
| 35 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.87% | — | +0.36% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | +4.62% | |
| 37 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 0.82% | -0.06% | -1.74% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.33% | -2.01% | |
| 39 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.74% | — | +1.66% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.73% | — | +4.75% | |
| 41 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.68% | -0.01% | -1.20% | |
| 42 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.67% | -0.25% | -1.70% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.65% | -0.15% | +0.20% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.65% | +0.12% | +1.11% | |
| 45 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.62% | — | +6.93% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.61% | — | -6.32% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.61% | -0.05% | -1.39% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.56% | +0.12% | -0.43% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | +0.60% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | -0.53% | EXIT |