CIK: 0001682501
申告総資産額
$5.2億
上位200銘柄を表示中（全234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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.99% | — | +4.25% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 2.83% | +0.11% | -1.15% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.43% | — | -2.85% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.24% | — | -1.89% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.20% | — | -1.82% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.86% | +0.18% | +0.70% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.50% | — | -0.79% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | — | -2.98% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.34% | — | — | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.26% | — | +0.33% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.25% | — | -0.32% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | — | +1.50% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.17% | — | -1.67% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.16% | — | -3.81% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | +0.14% | +4.39% | |
| 16 | GOGO | Gogo INC | 株式-その他 | 1.14% | — | -33.42% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | -1.15% | |
| 18 | UTXZ | United Tech CORP | 株式-その他 | 1.06% | — | -3.76% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.41% | -2.11% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | — | -4.15% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.96% | — | -0.79% | |
| 22 | LRCXEUR | Lam Research CORP | 株式-IT | 0.94% | — | -6.99% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.93% | — | -0.78% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 0.90% | — | +2.42% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.87% | — | -6.48% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | -0.78% | -2.56% | |
| 27 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.81% | — | +0.90% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | — | +0.67% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | — | +13.78% | |
| 30 | CELG | Celgene CORP | 株式-その他 | 0.79% | — | +0.20% | |
| 31 | AVGO | Broadcom Inc. | 株式-IT | 0.76% | — | -1.20% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.76% | — | +20.73% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.72% | — | -0.79% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | +0.12% | +0.28% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.71% | — | -8.02% | |
| 36 | FDX | Fedex CORP | 株式-資本財 | 0.71% | — | -2.86% | |
| 37 | DAL | Delta Air Lines INC | 株式-資本財 | 0.70% | — | -0.65% | |
| 38 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.69% | — | -1.92% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | -4.22% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.69% | — | -3.10% | |
| 41 | IEV | Ishares Europe ETF | ETF-その他 | 0.68% | — | +16.04% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.67% | -0.58% | EXIT | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | -5.37% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | -10.11% | |
| 45 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.65% | — | +3.05% | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.61% | — | -1.60% | |
| 47 | ANETEUR | Arista Networks INC | 株式-その他 | 0.61% | — | -9.19% | |
| 48 | VLO | Valero Energy CORP | 株式-エネルギー | 0.61% | — | -6.07% | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.61% | — | -5.40% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.60% | — | -7.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CKH 3 11-15-28 | Seacor Holdings INC | +5% | -15.81% | 減少 |
| 2 | AAWW 2.25 06-01-22 | Atlas Air Worldwide Hldg | +4% | +5.13% | 増加 |
| 3 | BXMT 4.375 05-05-22 | Blackstone Mortgage Tr | +3.1% | NEW | 新規購入 |
| 4 | PMT 5.375 05-01-20 | Pennymac CORP | +3% | -1.37% | 減少 |
| 5 | ADAM 6.25 01-15-22 | New York Mortgage Trust | +3% | +0.75% | 増加 |
| 6 | PSEC 4.75 04-15-20 | Prospect Capital CORP | +3% | +0.25% | 増加 |
| 7 | HCI 3.875 03-15-19 | Hci Group INC | +3% | +1.44% | 増加 |
| 8 | GOGO | Gogo INC | +2.6% | +667.64% | 増加 |
| 9 | TWO 6.25 01-15-22 | Two Harbors Inv CORP | +2.5% | +5.19% | 増加 |
| 10 | WFRD 5.875 07-01-21 | Weatherford Intl LTD | +2.2% | NEW | 新規購入 |
| 11 | MTUS 6 06-01-21 | Timkensteel | +2% | +49.44% | 増加 |
| 12 | ✓ | Cys Invts INC | +0.9% | +741.00% | 増加 |
| 13 | FLEX | Flex Ltd. | +0.9% | +1832.74% | 増加 |
| 14 | BAC | Bank Of America CORP | +0.7% | +2828.79% | 増加 |
| 15 | TWO | Two Harbors Investment Corp. | +0.6% | +834.91% | 増加 |
| 16 | ALLY | Ally Financial INC | +0.5% | +1760.06% | 増加 |
| 17 | XBNYX | Blackrock New York Muni INC | +0.4% | +1393.00% | 増加 |
| 18 | RQI | Cohen & Steers Qual INC Rlty | +0.3% | +1159.00% | 増加 |
| 19 | DOCUSD | Physicians Realty Trust | +0.2% | +1991.43% | 増加 |
| 20 | FNSR | Finisar Corporation | +0.2% | +3505.52% | 増加 |
| 21 | NPV | Nuveen Va Qlty Muni INC | +0.2% | +805.68% | 増加 |
| 22 | FMUSD | Ishares Msci Frontier 100 | +0.2% | +2744.62% | 増加 |
| 23 | EPI | Wisdomtree India Earnings | +0.2% | +2321.45% | 増加 |
| 24 | EEM | Ishares Msci Emerging Market | +0.2% | +4006.12% | 増加 |
| 25 | SYF | Synchrony Financial | +0.1% | +2773.94% | 増加 |
| 26 | IEV | Ishares Europe ETF | +0.1% | +5042.84% | 増加 |
| 27 | CMCSA | Comcast Corp-class A | +0.1% | +3728.97% | 増加 |
| 28 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3890.33% | 増加 |
| 29 | ZION | Zions Bancorp NA | +0.1% | +4471.90% | 増加 |
| 30 | T | At&t INC | 0% | +3465.21% | 増加 |
| 31 | DAL | Delta Air Lines INC | 0% | +5239.22% | 増加 |
| 32 | MET | Metlife INC | -0.1% | +5653.56% | 増加 |
| 33 | BERYEUR | Berry Global Group INC | -0.1% | +5331.23% | 増加 |
| 34 | EFV | Ishares Msci Eafe Value ETF | -0.1% | +5029.08% | 増加 |
| 35 | ZTS | Zoetis INC | -0.1% | +6038.22% | 増加 |
| 36 | BMY | Bristol-myers Squibb Co | -0.1% | +5377.09% | 増加 |
| 37 | VZ | Verizon Communications INC | -0.1% | +3914.30% | 増加 |
| 38 | TTWO | Take-two Interactive Softwre | -0.2% | +7304.36% | 増加 |
| 39 | NKE | Nike INC -cl B | -0.2% | +5753.37% | 増加 |
| 40 | TMUS | T-mobile US INC | -0.2% | +5817.24% | 増加 |
| 41 | MSFT | Microsoft CORP | -0.3% | +6647.45% | 増加 |
| 42 | LLY | Eli Lilly & Co | -0.4% | +7919.08% | 増加 |
| 43 | SDY | Ss Spdr S&p Dividend ETF | -0.6% | +8640.93% | 増加 |
| 44 | EFA | Ishares Msci Eafe ETF | -0.6% | +6697.17% | 増加 |
| 45 | JPM | Jpmorgan Chase & Co | -0.6% | +8767.37% | 増加 |
| 46 | XOM | Exxon Mobil CORP | -0.8% | +8029.48% | 増加 |
| 47 | IWF | Ishares Russell 1000 Growth | -1.2% | +11585.04% | 増加 |
| 48 | IWD | Ishares Russell 1000 Value E | -1.4% | +11211.23% | 増加 |
| 49 | AAPL | Apple INC | -1.5% | +14030.23% | 増加 |
| 50 | CVX | Chevron CORP | -1.6% | +10213.32% | 増加 |