CIK: 0001592613
申告総資産額
$6.3億
上位200銘柄を表示中（全395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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 7.95% | — | -1.15% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.72% | -0.38% | +0.79% | |
| 3 | KONG | Formidable Fortress ETF | ETF-その他 | 3.53% | -0.06% | -12.48% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.50% | -0.64% | +2.11% | |
| 5 | FORH | Formidable ETF | ETF-その他 | 3.45% | — | -12.63% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.97% | -0.16% | +974.10% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.15% | -0.62% | +1.39% | |
| 8 | CHE | Chemed CORP | 株式-ヘルスケア | 1.95% | -0.13% | -7.39% | |
| 9 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 1.55% | -0.09% | -4.44% | |
| 10 | FLUX | Flux Power Holdings INC | 株式-その他 | 1.40% | — | -7.90% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.35% | -0.28% | -1.73% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.32% | +0.34% | +87.48% | |
| 13 | GGN | Gamco Glbl Gold Ntrl Res INC | 株式-その他 | 1.18% | — | -5.87% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.13% | -0.10% | +14.88% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | — | +6.70% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.00% | -0.06% | +34.04% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | -0.05% | +0.75% | |
| 18 | ACTG | Acacia Research CORP | 株式-その他 | 0.97% | — | -23.40% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.79% | +0.11% | +1.40% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | -0.08% | +5.23% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.74% | +0.15% | -1.92% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | — | +0.78% | |
| 23 | DTH | Wisdomtree International Hig | ETF-その他 | 0.72% | — | +37.96% | |
| 24 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 0.71% | — | -2.81% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +3.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | +0.70% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | +0.23% | +3.75% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.57% | — | -5.05% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.56% | -0.27% | -13.85% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.54% | -0.13% | +32.06% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | -0.09% | +2.67% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.53% | -0.10% | -12.78% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | -0.14% | +6.59% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.09% | +8.06% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.52% | -0.08% | +8.11% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | — | -2.37% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +2.63% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +4.98% | |
| 39 | GWW | Ww Grainger INC | 株式-資本財 | 0.42% | — | -9.98% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | +26.19% | |
| 41 | GD | General Dynamics CORP | 株式-資本財 | 0.41% | — | -3.32% | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.40% | — | +102.60% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.40% | — | +2.40% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.39% | -0.08% | +5.81% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.39% | — | -3.28% | |
| 46 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.39% | — | -5.41% | |
| 47 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.38% | — | -25.38% | |
| 48 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.38% | — | -20.88% | |
| 49 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.38% | — | +49.19% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.36% | — | -11.33% |