CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1581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 | 15.74% | +0.55% | +1.03% | |
| 2 | NVR | Nvr INC | 株式-一般消費財 | 7.70% | — | -19.69% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.64% | — | -3.75% | |
| 4 | SNA | Snap-on INC | 株式-資本財 | 6.49% | +0.29% | — | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.28% | +0.04% | +0.74% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.48% | -0.10% | -4.12% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.11% | — | — | |
| 8 | GRA1EUR | Wr Grace & Co | 株式-その他 | 2.55% | — | -0.00% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.26% | — | +0.82% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.16% | +0.45% | +19.16% | |
| 11 | MMS | Maximus INC | 株式-資本財 | 1.87% | — | -15.94% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.75% | -0.72% | +0.63% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.54% | — | -15.64% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.51% | — | -0.01% | |
| 15 | EGBN | Eagle Bancorp INC | 株式-その他 | 1.18% | — | +4.66% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | — | +1.20% | |
| 17 | RY | Royal Bank Of Canada | 株式-金融 | 1.04% | — | +0.04% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.03% | — | +0.62% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | +3.94% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | +3.11% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.62% | — | +0.43% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | +7.91% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | — | +2.49% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.51% | — | +0.50% | |
| 25 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.49% | — | +0.90% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +4.38% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | +0.35% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.44% | — | +6.34% | |
| 29 | BEATEUR | Biotelemetry INC | 株式-その他 | 0.39% | — | — | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.38% | — | +11.46% | |
| 31 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.37% | — | +0.96% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | — | -1.36% | |
| 33 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.36% | — | — | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | -41.83% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.35% | — | +2.45% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.34% | +0.01% | +14.09% | |
| 37 | GD | General Dynamics CORP | 株式-資本財 | 0.34% | — | -25.24% | |
| 38 | EMLP | First Trust North American E | ETF-その他 | 0.33% | — | -12.02% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.33% | — | -24.66% | |
| 40 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.32% | — | -0.00% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.31% | -0.05% | +10.34% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.31% | — | -5.77% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.31% | — | +0.87% | |
| 44 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.30% | — | +2269.39% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.30% | — | +81.70% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.28% | — | -8.34% | |
| 48 | TSLA 2.375 03-15-22 | Tesla INC | 株式-一般消費財 | 0.27% | — | — | |
| 49 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.27% | — | +0.56% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.27% | — | +3.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.1% | -3.75% | 減少 |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.4% | +1.03% | 増加 |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +19.16% | 増加 |
| 4 | NOC | Northrop Grumman CORP | +0.3% | +2269.39% | 増加 |
| 5 | ES | Eversource Energy | +0.2% | +17234.21% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.2% | +0.82% | 増加 |
| 7 | PFE | Pfizer INC | +0.1% | +81.70% | 増加 |
| 8 | SNA | Snap-on INC | +0.1% | — | 変化なし |
| 9 | SO | Southern Co/the | +0.1% | +571.87% | 増加 |
| 10 | TSLA | Tesla INC | +0.1% | +0.30% | 増加 |
| 11 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +137000.00% | 増加 |
| 12 | EGBN | Eagle Bancorp INC | +0.1% | +4.66% | 増加 |
| 13 | VGT | Vanguard Info Tech ETF | +0.1% | +0.62% | 増加 |
| 14 | SRE | Sempra | +0.1% | +4074.19% | 増加 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +3.11% | 増加 |
| 16 | INTC | Intel CORP | +0.1% | +6.34% | 増加 |
| 17 | TSLA 2.375 03-15-22 | Tesla INC | +0.1% | — | 変化なし |
| 18 | BAC | Bank Of America CORP | +0.1% | +30.68% | 増加 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.63% | 増加 |
| 20 | DIS | Walt Disney Co/the | +0.1% | +3.94% | 増加 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.91% | 増加 |
| 22 | VXF | Vanguard Extended Market ETF | +0.1% | +133.24% | 増加 |
| 23 | WFC | Wells Fargo & Co | 0% | +11.46% | 増加 |
| 24 | MDY | State Street Spdr S&p Midcap | 0% | +14.09% | 増加 |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | +10.34% | 増加 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +7.99% | 増加 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.01% | 減少 |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +2.49% | 増加 |
| 29 | BEATEUR | Biotelemetry INC | 0% | — | 変化なし |
| 30 | T | At&t INC | 0% | +28.22% | 増加 |
| 31 | SCHV | Schwab US Large-cap Value | 0% | +0.74% | 増加 |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | 0% | +0.43% | 増加 |
| 33 | XLF | Ss Financial Select Sector | 0% | +0.50% | 増加 |
| 34 | AMZN | Amazon.com INC | 0% | +1.20% | 増加 |
| 35 | GRA1EUR | Wr Grace & Co | 0% | -0.00% | 減少 |
| 36 | AGG | Ishares Core U.s. Aggregate | -0.1% | -34.57% | 減少 |
| 37 | EMLP | First Trust North American E | -0.1% | -12.02% | 減少 |
| 38 | IWB | Ishares Russell 1000 ETF | -0.1% | -4.12% | 減少 |
| 39 | BSV | Vanguard Short-term Bond ETF | -0.1% | -97.60% | 減少 |
| 40 | BA | Boeing Co/the | -0.1% | -5.77% | 減少 |
| 41 | ACN | Accenture plc | -0.1% | -24.66% | 減少 |
| 42 | UNH | Unitedhealth Group INC | -0.1% | -41.83% | 減少 |
| 43 | GD | General Dynamics CORP | -0.2% | -25.24% | 減少 |
| 44 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -80.72% | 減少 |
| 45 | XOM | Exxon Mobil CORP | -0.4% | -15.64% | 減少 |
| 46 | MMS | Maximus INC | -0.6% | -15.94% | 減少 |
| 47 | NVR | Nvr INC | -2.3% | -19.69% | 減少 |
| 48 | TFC | Truist Financial CORP | — | NEW | 新規購入 |
| 49 | BBTUSD | Bb&t CORP | — | EXIT | 全売却 |
| 50 | CELG | Celgene CORP | — | EXIT | 全売却 |