CIK: 0001660177
申告総資産額
$19.1億
上位200銘柄を表示中(全497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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.35% | — | +92.19% | |
| 2 | AGNT | Agnt INC | 株式-その他 | 2.87% | — | -23.87% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.70% | -0.18% | +10.26% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.58% | -0.44% | +23.79% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.33% | -0.52% | +12.94% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.66% | -0.19% | -0.60% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -0.45% | +15.99% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | -0.26% | -11.03% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.48% | — | -18.95% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.38% | — | -1.74% | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 1.37% | — | -1.13% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.20% | +0.43% | -0.77% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.19% | — | +1.35% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.17% | — | +2.20% | |
| 15 | SUB | Ishares Short-term National | ETF-その他 | 1.13% | — | -0.69% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | -0.35% | -6.78% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | — | -0.14% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.96% | -0.15% | +5.06% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.86% | — | -33.69% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.80% | -0.09% | -13.74% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.78% | — | +8.84% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | -0.04% | +6.47% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.75% | -0.17% | +3.54% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | +16.62% | |
| 25 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 0.70% | — | -39.55% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.68% | — | -1.04% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.68% | — | -19.12% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.24% | -4.52% | |
| 29 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.67% | — | -42.00% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | -0.17% | +6.53% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.65% | -0.33% | -26.12% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | +4.36% | |
| 33 | ARKK | Ark Innovation ETF | ETF-その他 | 0.64% | — | -24.48% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | +9.80% | |
| 35 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.63% | — | +19.26% | |
| 36 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 0.62% | — | +21.33% | |
| 37 | CHGG | Chegg INC | 株式-生活必需品 | 0.60% | — | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.56% | -0.29% | +7.32% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.55% | — | -1.92% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.54% | -0.22% | +190.35% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.54% | — | +1.31% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.53% | — | +10.20% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.50% | — | +3.41% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | -34.88% | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | +0.24% | |
| 46 | URI | United Rentals INC | 株式-資本財 | 0.48% | — | +8.58% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | — | +3.15% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | — | +148.63% | |
| 49 | TRUP | Trupanion INC | 株式-その他 | 0.47% | — | +9.60% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.47% | — | -1.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +1.6% | +92.19% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | +23.79% | 増加 |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | +0.3% | +190.35% | 増加 |
| 4 | SBUX | Starbucks CORP | +0.3% | +228.93% | 増加 |
| 5 | BAC | Bank Of America CORP | +0.3% | +148.63% | 増加 |
| 6 | APD | Air Products & Chemicals INC | +0.3% | +347.48% | 増加 |
| 7 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +154.64% | 増加 |
| 8 | ARKG | Ark Genomic Revolution ETF | +0.2% | +19.26% | 増加 |
| 9 | XLF | Ss Financial Select Sector | +0.2% | +664.49% | 増加 |
| 10 | TSLA | Tesla INC | +0.2% | +3.54% | 増加 |
| 11 | ✓ | Proshares Tr | +0.2% | +158.40% | 増加 |
| 12 | ARKF | Ark Blockchain & Fintech Inn | +0.2% | +21.33% | 増加 |
| 13 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +205.56% | 増加 |
| 14 | ABBV | Abbvie INC | +0.1% | +16.62% | 増加 |
| 15 | TRUP | Trupanion INC | +0.1% | +9.60% | 増加 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -0.14% | 減少 |
| 17 | PANW | Palo Alto Networks INC | +0.1% | +15.27% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.1% | +15.99% | 増加 |
| 19 | MS | Morgan Stanley | +0.1% | -1.92% | 減少 |
| 20 | AGNT | Agnt INC | +0.1% | -23.87% | 減少 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +12.94% | 増加 |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -1.74% | 減少 |
| 23 | CAT | Caterpillar INC | +0.1% | -0.77% | 減少 |
| 24 | AAPL | Apple INC | 0% | +10.26% | 増加 |
| 25 | CSCO | Cisco Systems INC | -0.2% | -50.83% | 減少 |
| 26 | DLR | Digital Realty Trust INC | -0.3% | -86.82% | 減少 |
| 27 | CCI | Crown Castle INC | -0.3% | -75.42% | 減少 |
| 28 | MRK | Merck & Co. INC. | -0.3% | -69.55% | 減少 |
| 29 | GLD | Spdr Gold Shares | -0.3% | -37.84% | 減少 |
| 30 | VGIT | Vanguard Intermediate-term T | -0.3% | -19.12% | 減少 |
| 31 | NVDA | Nvidia CORP | -0.4% | -26.12% | 減少 |
| 32 | HD | Home Depot INC | -0.4% | -34.88% | 減少 |
| 33 | IMCV | Ishares Morningstar Mid-cap | -0.4% | -39.55% | 減少 |
| 34 | AMGN | Amgen INC | -0.4% | -42.58% | 減少 |
| 35 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -33.69% | 減少 |
| 36 | ILCB | Ishares Morningstar U.s. Equ | -0.5% | -42.00% | 減少 |
| 37 | SH1USD | Proshares Short S&p500 | -0.6% | -95.57% | 減少 |
| 38 | AGG | Ishares Core U.s. Aggregate | -0.6% | -18.95% | 減少 |
| 39 | NOBL | Proshares S&p 500 Dividend A | -0.8% | -70.65% | 減少 |
| 40 | XLE | Ss Energy Select Sector | — | NEW | 新規購入 |
| 41 | IUSV | Ishares Core S&p U.s. Value | — | NEW | 新規購入 |
| 42 | C | Citigroup INC | — | NEW | 新規購入 |
| 43 | FANG | Diamondback Energy INC | — | NEW | 新規購入 |
| 44 | WEC | Wec Energy Group INC | — | EXIT | 全売却 |
| 45 | LEG | Leggett & Platt INC | — | NEW | 新規購入 |
| 46 | BBY | Best Buy Co INC | — | NEW | 新規購入 |
| 47 | CC | Chemours Co/the | — | NEW | 新規購入 |
| 48 | TTD | Trade Desk Inc/the -class A | — | NEW | 新規購入 |
| 49 | QLD | Proshares Ultra Qqq | — | NEW | 新規購入 |
| 50 | SRLN | Ss Blackstone Sr Loan ETF | — | NEW | 新規購入 |