CIK: 0001592613
申告総資産額
$6.3億
上位200銘柄を表示中（全368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 | 8.59% | — | +4.26% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.26% | -0.38% | -2.13% | |
| 3 | KONG | Formidable Fortress ETF | ETF-その他 | 3.59% | -0.06% | -4.97% | |
| 4 | FORH | Formidable ETF | ETF-その他 | 3.47% | — | -4.55% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.25% | -0.64% | -2.25% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.80% | -0.16% | -2.84% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.39% | -0.62% | -0.91% | |
| 8 | CHE | Chemed CORP | 株式-ヘルスケア | 2.13% | -0.13% | -0.36% | |
| 9 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 1.48% | -0.09% | -6.27% | |
| 10 | FLUX | Flux Power Holdings INC | 株式-その他 | 1.35% | — | -2.89% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.33% | -0.28% | +2.30% | |
| 12 | GGN | Gamco Glbl Gold Ntrl Res INC | 株式-その他 | 1.23% | — | -0.62% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.19% | +0.34% | -10.14% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.06% | -0.10% | +3.48% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | — | -1.23% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.05% | -2.25% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.00% | -0.06% | -3.59% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | +0.59% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 0.85% | +0.15% | -2.79% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | +2.08% | |
| 21 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.76% | — | +54.82% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | -1.99% | |
| 23 | ACTG | Acacia Research CORP | 株式-その他 | 0.74% | — | -16.74% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | -0.08% | -2.74% | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.66% | -0.13% | +33.75% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | -0.14% | -4.16% | |
| 27 | DTH | Wisdomtree International Hig | ETF-その他 | 0.66% | — | -13.92% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.23% | -1.69% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.63% | +0.11% | -26.16% | |
| 30 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 0.62% | — | -17.14% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.61% | -0.27% | +9.46% | |
| 32 | MO | Altria Group INC | 株式-生活必需品 | 0.57% | — | -10.13% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | -0.09% | +3.31% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.09% | +2.05% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.54% | -0.18% | +4.19% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.54% | -0.08% | +885.40% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | -1.86% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | -0.08% | +1.54% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.47% | — | +9.46% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.46% | — | -0.40% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.43% | -0.10% | -4.91% | |
| 42 | GWW | Ww Grainger INC | 株式-資本財 | 0.42% | — | -12.42% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | — | -1.29% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.42% | — | +2.72% | |
| 45 | PYPL | Paypal Holdings INC | 株式-金融 | 0.41% | — | -13.39% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | -5.45% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | — | — | |
| 48 | DELL | Dell Technologies -c | 株式-IT | 0.40% | — | +35.10% | |
| 49 | NEM | Newmont CORP | 株式-素材 | 0.40% | +0.11% | -3.78% | |
| 50 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.40% | — | +3.88% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.6% | +4.26% | 増加 |
| 2 | AAPL | Apple INC | +0.5% | -2.13% | 減少 |
| 3 | JD | Jd.com Inc-adr | +0.4% | +54.82% | 増加 |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.4% | NEW | 新規購入 |
| 5 | RYLD | Global X Russell 2000 Cov Cl | +0.3% | NEW | 新規購入 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -0.91% | 減少 |
| 7 | CHE | Chemed CORP | +0.2% | -0.36% | 減少 |
| 8 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +4.19% | 増加 |
| 9 | FFIV | F5 INC | +0.2% | NEW | 新規購入 |
| 10 | EOG | Eog Resources INC | +0.2% | +186.32% | 増加 |
| 11 | URA | Global X Uranium ETF | +0.2% | NEW | 新規購入 |
| 12 | TSLA | Tesla INC | +0.1% | -4.16% | 減少 |
| 13 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | 新規購入 |
| 14 | CCJ | Cameco CORP | +0.1% | NEW | 新規購入 |
| 15 | ADBE | Adobe INC | +0.1% | +33.75% | 増加 |
| 16 | HD | Home Depot INC | +0.1% | +0.59% | 増加 |
| 17 | VKTX | Viking Therapeutics INC | +0.1% | +29.70% | 増加 |
| 18 | NEE | Nextera Energy INC | +0.1% | -2.79% | 減少 |
| 19 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +60.37% | 増加 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.08% | 増加 |
| 21 | CQQQ | Invesco China Technology ETF | +0.1% | NEW | 新規購入 |
| 22 | ETHE | Grayscale Ethereum Staking E | +0.1% | NEW | 新規購入 |
| 23 | KONG | Formidable Fortress ETF | +0.1% | -4.97% | 減少 |
| 24 | SEIM | Sei Qim US Large Cap Momentu | -0.1% | EXIT | 全売却 |
| 25 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | EXIT | 全売却 |
| 26 | TGNA | Tegna INC | -0.1% | EXIT | 全売却 |
| 27 | SEIV | Sei Qim US Large Cap Value A | -0.1% | EXIT | 全売却 |
| 28 | SPHY | Ss Spdr P High Yield ETF | -0.1% | EXIT | 全売却 |
| 29 | VTV | Vanguard Value ETF | -0.1% | -75.34% | 減少 |
| 30 | QCOM | Qualcomm INC | -0.1% | -4.91% | 減少 |
| 31 | ADM | Archer-daniels-midland Co | -0.1% | -37.75% | 減少 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.74% | 減少 |
| 33 | BND | Vanguard Total Bond Market | -0.1% | EXIT | 全売却 |
| 34 | BA | Boeing Co/the | -0.1% | -31.00% | 減少 |
| 35 | SCHV | Schwab US Large-cap Value | -0.1% | EXIT | 全売却 |
| 36 | BAC | Bank Of America CORP | -0.1% | -20.33% | 減少 |
| 37 | SCHG | Schwab US Large-cap Growth | -0.1% | EXIT | 全売却 |
| 38 | SUI | Sun Communities INC | -0.1% | EXIT | 全売却 |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -10.14% | 減少 |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.1% | EXIT | 全売却 |
| 41 | VUG | Vanguard Growth ETF | -0.1% | EXIT | 全売却 |
| 42 | CSCO | Cisco Systems INC | -0.2% | -54.73% | 減少 |
| 43 | HDV | Ishares Core High Dividend E | -0.2% | -26.16% | 減少 |
| 44 | NVDA | Nvidia CORP | -0.2% | -2.84% | 減少 |
| 45 | MUB | Ishares National Muni Bond E | -0.2% | EXIT | 全売却 |
| 46 | SCHX | Schwab US Large-cap ETF | -0.2% | EXIT | 全売却 |
| 47 | ACTG | Acacia Research CORP | -0.2% | -16.74% | 減少 |
| 48 | MSFT | Microsoft CORP | -0.3% | -2.25% | 減少 |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.3% | -86.58% | 減少 |
| 50 | SPGP | Invesco S&p 500 Garp ETF | -0.3% | -88.22% | 減少 |