CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全425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 | EMLP | First Trust North American E | ETF-その他 | 19.95% | — | -34.42% | |
| 2 | SNA | Snap-on INC | 株式-資本財 | 13.72% | +0.29% | — | |
| 3 | UBS | UBS Group AG | 株式-金融 | 12.49% | — | +379.15% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 10.26% | -0.10% | -5.71% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.40% | — | +1.37% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.06% | — | -41.57% | |
| 7 | RY | Royal Bank Of Canada | 株式-金融 | 1.71% | — | — | |
| 8 | VNO | Vornado Realty Trust | 株式-不動産 | 1.50% | — | — | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | — | -22.24% | |
| 10 | GD | General Dynamics CORP | 株式-資本財 | 1.33% | — | — | |
| 11 | EGBN | Eagle Bancorp INC | 株式-その他 | 1.15% | — | +3.06% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.12% | — | +0.95% | |
| 13 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.10% | — | — | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | — | +6.69% | |
| 15 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.05% | — | — | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.00% | — | -44.03% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.74% | — | -4.12% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 0.64% | — | +950.55% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | — | +0.38% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | — | |
| 21 | PH | Parker Hannifin CORP | 株式-資本財 | 0.58% | — | — | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | — | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.44% | — | — | |
| 24 | INTC | Intel CORP | 株式-IT | 0.44% | — | +0.08% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | — | |
| 26 | PANW | Palo Alto Networks INC | 株式-IT | 0.40% | — | +8.33% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.35% | — | +155.31% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.35% | — | -3.73% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.34% | — | +0.04% | |
| 30 | SLB | Slb LTD | 株式-エネルギー | 0.33% | — | — | |
| 31 | PACWUSD | Pacwest Bancorp | 株式-その他 | 0.32% | — | -15.61% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.31% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | +0.34% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.30% | — | — | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | +0.55% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.28% | — | — | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.26% | — | — | |
| 38 | EOG | Eog Resources INC | 株式-エネルギー | 0.26% | — | — | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | — | — | |
| 40 | ✓ | Istar INC | 株式-その他 | 0.26% | — | +16.22% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | — | — | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.25% | — | — | |
| 43 | CELG | Celgene CORP | 株式-その他 | 0.25% | — | -23.68% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.25% | — | — | |
| 45 | BEATEUR | Biotelemetry INC | 株式-その他 | 0.24% | — | — | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.24% | — | — | |
| 47 | YUSD | Alleghany CORP | 株式-その他 | 0.24% | — | — | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | — | +132.07% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.23% | — | — | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.22% | — | +0.35% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UBS | UBS Group AG | +9.5% | +379.15% | 増加 |
| 2 | SNA | Snap-on INC | +0.7% | — | 変化なし |
| 3 | XLE | Ss Energy Select Sector | +0.6% | +950.55% | 増加 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +6.69% | 増加 |
| 5 | T | At&t INC | +0.2% | +155.31% | 増加 |
| 6 | EGBN | Eagle Bancorp INC | +0.2% | +3.06% | 増加 |
| 7 | VZ | Verizon Communications INC | +0.1% | +132.07% | 増加 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | +504.59% | 増加 |
| 9 | VNO | Vornado Realty Trust | +0.1% | — | 変化なし |
| 10 | SAIC | Science Applications Inte | +0.1% | +116.98% | 増加 |
| 11 | BEATEUR | Biotelemetry INC | +0.1% | — | 変化なし |
| 12 | AMZN | Amazon.com INC | +0.1% | — | 変化なし |
| 13 | RY | Royal Bank Of Canada | 0% | — | 変化なし |
| 14 | IWV | Ishares Russell 3000 ETF | 0% | — | 変化なし |
| 15 | DIS | Walt Disney Co/the | — | +0.38% | 増加 |
| 16 | AAPL | Apple INC | 0% | +1.37% | 増加 |
| 17 | IWM | Ishares Russell 2000 ETF | 0% | — | 変化なし |
| 18 | EOG | Eog Resources INC | 0% | — | 変化なし |
| 19 | BP | Bp Plc-spons Adr | 0% | +1.92% | 増加 |
| 20 | ✓ | Fnfv Group | 0% | — | 変化なし |
| 21 | CVX | Chevron CORP | 0% | -4.92% | 減少 |
| 22 | BZH | Beazer Homes USA INC | 0% | — | 変化なし |
| 23 | PH | Parker Hannifin CORP | 0% | — | 変化なし |
| 24 | SLB | Slb LTD | 0% | — | 変化なし |
| 25 | PACWUSD | Pacwest Bancorp | -0.1% | -15.61% | 減少 |
| 26 | IBB | Ishares Biotechnology ETF | -0.1% | -3.73% | 減少 |
| 27 | KTOS | Kratos Defense & Security | -0.1% | +7.84% | 増加 |
| 28 | ✓ | Mylan N V | -0.1% | -11.25% | 減少 |
| 29 | IWC | Ishares Micro-cap ETF | -0.1% | -25.96% | 減少 |
| 30 | CELG | Celgene CORP | -0.1% | -23.68% | 減少 |
| 31 | SXC | Suncoke Energy INC | -0.1% | -29.08% | 減少 |
| 32 | ABX | Barrick Gold CORP | -0.1% | -95.52% | 減少 |
| 33 | IWB | Ishares Russell 1000 ETF | -0.3% | -5.71% | 減少 |
| 34 | XOM | Exxon Mobil CORP | -0.4% | -22.24% | 減少 |
| 35 | AEP | American Electric Power Company, Inc. | -0.7% | -44.03% | 減少 |
| 36 | BNDX | Vanguard Total Intl Bond ETF | -1.1% | -41.57% | 減少 |
| 37 | EMLP | First Trust North American E | -11.7% | -34.42% | 減少 |
| 38 | GD | General Dynamics CORP | — | NEW | 新規購入 |
| 39 | BRK-B | Berkshire Hathaway Inc. | — | NEW | 新規購入 |
| 40 | FNF | Fidelity National Financial | — | EXIT | 全売却 |
| 41 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 42 | OXY | Occidental Petroleum CORP | — | EXIT | 全売却 |
| 43 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 44 | AVPUSD | Avon Products INC | — | EXIT | 全売却 |
| 45 | OIEUR | Owens-illinois INC | — | NEW | 新規購入 |
| 46 | TSLA | Tesla, Inc. | — | EXIT | 全売却 |
| 47 | UHS | Universal Health Services-b | — | NEW | 新規購入 |
| 48 | EMO | ClearBridge Energy Midstream Opportunity Fund Inc | — | EXIT | 全売却 |
| 49 | GS | Goldman Sachs Group INC | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |