CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1455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 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 15.52% | +0.55% | +5.64% | |
| 2 | NVR | Nvr INC | 株式-一般消費財 | 9.03% | — | -13.09% | |
| 3 | SNA | Snap-on INC | 株式-資本財 | 6.76% | +0.29% | +0.00% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.84% | +0.04% | -0.70% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.01% | — | +4.75% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.54% | -0.10% | -9.21% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.38% | — | — | |
| 8 | MMS | Maximus INC | 株式-資本財 | 3.34% | — | -23.49% | |
| 9 | GRA1EUR | Wr Grace & Co | 株式-その他 | 2.83% | — | +17.63% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.17% | — | +1.54% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.15% | — | -5.95% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.54% | +0.45% | +14.09% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.51% | — | +3.14% | |
| 14 | EGBN | Eagle Bancorp INC | 株式-その他 | 1.34% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | — | +5.59% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.14% | -0.72% | -0.33% | |
| 17 | RY | Royal Bank Of Canada | 株式-金融 | 1.11% | — | — | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.94% | — | +0.14% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | +5.53% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | -20.66% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | -33.02% | |
| 22 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.59% | — | +0.46% | |
| 23 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.55% | — | +0.02% | |
| 24 | GD | General Dynamics CORP | 株式-資本財 | 0.54% | — | -6.29% | |
| 25 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.54% | — | -0.34% | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.48% | — | +0.51% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | -1.03% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +2.74% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | — | +2.97% | |
| 30 | BEATEUR | Biotelemetry INC | 株式-その他 | 0.43% | — | — | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +2.85% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.41% | — | +639.52% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | -1.14% | |
| 34 | EMLP | First Trust North American E | ETF-その他 | 0.40% | — | -19.39% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.40% | — | -1.72% | |
| 36 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.37% | — | +0.35% | |
| 37 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.37% | — | — | |
| 38 | INTC | Intel CORP | 株式-IT | 0.35% | — | +5.23% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | — | +0.55% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.32% | — | -2.22% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.32% | +0.01% | +41.01% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | -11.11% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.30% | — | +2.52% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.29% | — | +2.00% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | -0.55% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.27% | -0.05% | +2.41% | |
| 47 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.25% | — | -0.05% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.25% | -0.03% | +3.19% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.24% | — | — | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | +8.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ACN | Accenture plc | +0.4% | +639.52% | 増加 |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | +5.64% | 増加 |
| 3 | GRA1EUR | Wr Grace & Co | +0.2% | +17.63% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.2% | +1.54% | 増加 |
| 5 | KTOS | Kratos Defense & Security | +0.2% | +0.02% | 増加 |
| 6 | DIS | Walt Disney Co/the | +0.1% | +5.53% | 増加 |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +14.09% | 増加 |
| 8 | MDY | State Street Spdr S&p Midcap | +0.1% | +41.01% | 増加 |
| 9 | AAPL | Apple INC | +0.1% | +4.75% | 増加 |
| 10 | MCD | Mcdonald's CORP | +0.1% | +45.72% | 増加 |
| 11 | JEF | Jefferies Financial Group In | +0.1% | +427.52% | 増加 |
| 12 | STZ | Constellation Brands Inc-a | +0.1% | +2800.00% | 増加 |
| 13 | QCOM | Qualcomm INC | +0.1% | +30.77% | 増加 |
| 14 | SCHF | Schwab Intl Equity ETF | +0.1% | +632.12% | 増加 |
| 15 | AMZN | Amazon.com INC | 0% | +5.59% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.14% | 増加 |
| 17 | EGBN | Eagle Bancorp INC | — | — | 変化なし |
| 18 | RY | Royal Bank Of Canada | 0% | — | 変化なし |
| 19 | VGT | Vanguard Info Tech ETF | 0% | +0.14% | 増加 |
| 20 | WBA | Walgreens Boots Alliance INC | -0.1% | -55.14% | 減少 |
| 21 | CTLEUR | Centurylink INC | -0.1% | -96.45% | 減少 |
| 22 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -92.76% | 減少 |
| 23 | MFC | Manulife Financial CORP | -0.1% | -77.70% | 減少 |
| 24 | NTR | Nutrien LTD | -0.1% | -73.34% | 減少 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -46.29% | 減少 |
| 26 | SNA | Snap-on INC | -0.1% | +0.00% | 増加 |
| 27 | EMLP | First Trust North American E | -0.1% | -19.39% | 減少 |
| 28 | NVR | Nvr INC | -0.2% | -13.09% | 減少 |
| 29 | BEATEUR | Biotelemetry INC | -0.2% | — | 変化なし |
| 30 | ACAD | Acadia Pharmaceuticals INC | -0.2% | -99.58% | 減少 |
| 31 | CLNSEUR | Colony Capital INC | -0.2% | -99.45% | 減少 |
| 32 | UNH | Unitedhealth Group INC | -0.2% | -20.66% | 減少 |
| 33 | SCHV | Schwab US Large-cap Value | -0.3% | -0.70% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.4% | -33.02% | 減少 |
| 35 | XOM | Exxon Mobil CORP | -0.4% | -5.95% | 減少 |
| 36 | IWB | Ishares Russell 1000 ETF | -0.7% | -9.21% | 減少 |
| 37 | MMS | Maximus INC | -1.3% | -23.49% | 減少 |
| 38 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新規購入 |
| 39 | GENNQ | Genesis Healthcare INC | — | EXIT | 全売却 |
| 40 | TSLA 2.375 03-15-22 | Tesla INC | — | NEW | 新規購入 |
| 41 | CBNK | Capital Bancorp Inc/md | — | EXIT | 全売却 |
| 42 | PHYS | Sprott Physical Gold Trust | — | NEW | 新規購入 |
| 43 | SUNSUSD | Solar Senior Capital LTD | — | EXIT | 全売却 |
| 44 | SLRC | Slr Investment CORP | — | EXIT | 全売却 |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | 新規購入 |
| 46 | FTS | Fortis INC | — | EXIT | 全売却 |
| 47 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | 新規購入 |
| 48 | TRP | Tc Energy CORP | — | NEW | 新規購入 |
| 49 | BXUSD | Blackstone Group Lp/the | — | EXIT | 全売却 |
| 50 | BCE | Bce INC | — | EXIT | 全売却 |