CIK: 0001542161
申告総資産額
$7992.7万
| # | 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 | PFF | Ishares Preferred & Income S | ETF-その他 | 17.04% | -5.66% | +36.08% | |
| 2 | LDP | Cohen & Steers Limited Durat | 株式-その他 | 10.81% | -1.86% | +13.27% | |
| 3 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 7.72% | -0.37% | EXIT | |
| 4 | AMLP | Alerian Mlp ETF | ETF-その他 | 7.32% | — | +166.67% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.72% | +0.50% | NEW | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.35% | -0.95% | -60.61% | |
| 7 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 4.29% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.21% | -1.39% | +0.34% | |
| 9 | PGX | Invesco Preferred ETF | ETF-その他 | 3.84% | +1.36% | NEW | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.47% | — | — | |
| 11 | GDDY | Godaddy INC - Class A | 株式-IT | 2.74% | — | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.22% | -0.28% | +0.38% | |
| 13 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 2.16% | — | — | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.13% | -0.44% | +0.44% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.00% | -0.57% | +0.39% | |
| 16 | SYY | Sysco CORP | 株式-生活必需品 | 1.94% | -0.24% | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.81% | -0.45% | — | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.72% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.64% | — | — | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.62% | — | — | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.62% | — | -65.00% | |
| 22 | GRMN | Garmin Ltd. | 株式-IT | 1.44% | -0.12% | — | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.42% | — | — | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 1.38% | — | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.32% | — | +0.69% | |
| 26 | PFG | Principal Financial Group | 株式-金融 | 1.26% | — | +0.83% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.12% | — | — | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.92% | — | +0.12% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.79% | -0.13% | — | |
| 30 | WOLF* | Wolfspeed INC | 株式-その他 | 0.57% | — | — | |
| 31 | FLG | Flagstar Bank NA | 株式-金融 | 0.44% | — | — |