CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1003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 | 19.12% | — | -24.29% | |
| 2 | SNA | Snap-on INC | 株式-資本財 | 8.51% | +0.29% | — | |
| 3 | NVR | Nvr INC | 株式-一般消費財 | 7.38% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 6.00% | — | +5.27% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 5.83% | +0.55% | — | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.67% | -0.10% | +0.44% | |
| 7 | GRA1EUR | Wr Grace & Co | 株式-その他 | 2.57% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.05% | — | -2.02% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.00% | — | -0.97% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.64% | — | +389.64% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.64% | — | -0.01% | |
| 12 | EGBN | Eagle Bancorp INC | 株式-その他 | 1.42% | — | -0.04% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.28% | -0.72% | +0.01% | |
| 14 | RY | Royal Bank Of Canada | 株式-金融 | 1.27% | — | — | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.25% | +0.45% | +6.08% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | — | +3.62% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.04% | — | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | — | +55.43% | |
| 19 | GD | General Dynamics CORP | 株式-資本財 | 0.81% | — | -10.53% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.66% | — | — | |
| 21 | BEATEUR | Biotelemetry INC | 株式-その他 | 0.65% | — | — | |
| 22 | GENNQ | Genesis Healthcare INC | 株式-その他 | 0.62% | — | — | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +41.85% | |
| 24 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.57% | — | — | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 0.53% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | -5.81% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | +0.44% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | +2.37% | |
| 29 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.42% | — | — | |
| 30 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.40% | — | — | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | -2.21% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | -0.10% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.38% | — | +100.80% | |
| 34 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.38% | — | — | |
| 35 | INTC | Intel CORP | 株式-IT | 0.37% | — | -0.14% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.36% | — | -1.54% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | — | -0.16% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | +0.59% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.33% | — | +210.66% | |
| 40 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.32% | — | +1459.13% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.30% | -0.05% | +0.02% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.29% | — | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.28% | — | -9.53% | |
| 44 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.28% | — | +140833.33% | |
| 45 | CLNSEUR | Colony Capital INC | 株式-その他 | 0.28% | — | -0.02% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.28% | — | — | |
| 47 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.27% | -0.03% | — | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.27% | +0.01% | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.26% | — | — | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.26% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group INC | +1.3% | +389.64% | 増加 |
| 2 | AAPL | Apple INC | +0.9% | +5.27% | 増加 |
| 3 | SNA | Snap-on INC | +0.4% | — | 変化なし |
| 4 | JNJ | Johnson & Johnson | +0.4% | +55.43% | 増加 |
| 5 | ALGN | Align Technology INC | +0.3% | +1459.13% | 増加 |
| 6 | SWK | Stanley Black & Decker INC | +0.3% | +140833.33% | 増加 |
| 7 | BUD | Anheuser-busch Inbev-spn Adr | +0.2% | +29995.00% | 増加 |
| 8 | CMCSA | Comcast Corp-class A | +0.2% | +798.02% | 増加 |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +210.66% | 増加 |
| 10 | OMC | Omnicom Group | +0.2% | +48130.77% | 増加 |
| 11 | RTN1USD | Raytheon Company | +0.2% | +3384.75% | 増加 |
| 12 | DIS | Walt Disney Co/the | +0.2% | +41.85% | 増加 |
| 13 | TRV | Travelers Cos Inc/the | +0.2% | +15000.00% | 増加 |
| 14 | BEATEUR | Biotelemetry INC | +0.2% | — | 変化なし |
| 15 | WFC | Wells Fargo & Co | +0.2% | +100.80% | 増加 |
| 16 | ✓ | +0.2% | +99525.00% | 増加 | |
| 17 | AMZN | Amazon.com INC | +0.1% | +3.62% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.1% | -2.02% | 減少 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.01% | 減少 |
| 20 | MFC | Manulife Financial CORP | +0.1% | +348.52% | 増加 |
| 21 | KTOS | Kratos Defense & Security | +0.1% | — | 変化なし |
| 22 | MTB | M & T Bank CORP | 0% | +2252.00% | 増加 |
| 23 | VGT | Vanguard Info Tech ETF | 0% | — | 変化なし |
| 24 | SKYY | First Trust Cloud Computing | 0% | +23.88% | 増加 |
| 25 | FDN | First Trust Dj Internet Ind | 0% | +27.53% | 増加 |
| 26 | BA | Boeing Co/the | 0% | +2.37% | 増加 |
| 27 | IGPT | Invesco Ai And Next Gen Soft | 0% | — | 変化なし |
| 28 | CSCO | Cisco Systems INC | 0% | -0.10% | 減少 |
| 29 | XLG | Invesco S&p 500 Top 50 ETF | — | — | 変化なし |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +0.01% | 増加 |
| 31 | RY | Royal Bank Of Canada | 0% | — | 変化なし |
| 32 | VEU | Vanguard Ftse All-world Ex-u | 0% | +6.08% | 増加 |
| 33 | TSLA | Tesla INC | -0.1% | +0.99% | 増加 |
| 34 | IWB | Ishares Russell 1000 ETF | -0.1% | +0.44% | 増加 |
| 35 | GRA1EUR | Wr Grace & Co | -0.3% | — | 変化なし |
| 36 | EGBN | Eagle Bancorp INC | -0.5% | -0.04% | 減少 |
| 37 | GENNQ | Genesis Healthcare INC | -0.5% | — | 変化なし |
| 38 | NVR | Nvr INC | -2.2% | — | 変化なし |
| 39 | EMLP | First Trust North American E | -8% | -24.29% | 減少 |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | 新規購入 |
| 41 | AFINUSD | Necessity Retail Reit Inc/th | — | NEW | 新規購入 |
| 42 | ✓ | — | EXIT | 全売却 | |
| 43 | BNS | Bank Of Nova Scotia | — | NEW | 新規購入 |
| 44 | FTS | Fortis INC | — | NEW | 新規購入 |
| 45 | RCI | Rogers Communications Inc-b | — | NEW | 新規購入 |
| 46 | BCE | Bce INC | — | NEW | 新規購入 |
| 47 | TCPA | TransCanada PipeLines Limited 6 | — | NEW | 新規購入 |
| 48 | TU | Telus CORP | — | NEW | 新規購入 |
| 49 | FVCB | Fvcbankcorp INC | — | NEW | 新規購入 |
| 50 | SJR-BEUR | Shaw Communications Inc-b | — | NEW | 新規購入 |