CIK: 0001762776
申告総資産額
$5.5億
上位200銘柄を表示中（全228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 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 6.81% | — | +56.76% | |
| 2 | ET | Energy Transfer LP | 株式-エネルギー | 5.00% | — | +3.39% | |
| 3 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 4.04% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 3.64% | — | -0.67% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.47% | — | +0.26% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.38% | — | +1.28% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.92% | — | +16.07% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.01% | — | +9.49% | |
| 9 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.99% | — | +6.29% | |
| 10 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.92% | — | +2.28% | |
| 11 | NBLXUSD | Noble Midstream Partners LP | 株式-その他 | 1.89% | — | +8.17% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | — | +1.96% | |
| 13 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 1.75% | — | +9.50% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.61% | — | +1.12% | |
| 15 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.55% | — | +0.45% | |
| 16 | TEGPUSD | Tallgrass Energy LP | 株式-その他 | 1.54% | — | -0.05% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.53% | — | +2.12% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 1.53% | — | +3.84% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.49% | — | -0.83% | |
| 20 | SUN | Sunoco LP | 株式-その他 | 1.34% | — | +5.34% | |
| 21 | MPLX | Mplx LP | 株式-エネルギー | 1.32% | — | -3.13% | |
| 22 | WEP | Magellan Midstream Partners | 株式-その他 | 1.28% | — | -1.32% | |
| 23 | DCPUSD | Dcp Midstream LP | 株式-その他 | 1.24% | — | -1.22% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.14% | — | +3.89% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.10% | — | -0.43% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.10% | — | +3.72% | |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.07% | — | +17.03% | |
| 28 | FXH | First Trust Health Care Alph | ETF-その他 | 1.06% | — | +0.13% | |
| 29 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.02% | — | +7.64% | |
| 30 | ANDX | Andeavor Logistics LP | 株式-その他 | 0.95% | — | +0.23% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | +5.40% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.94% | — | -2.76% | |
| 33 | TWLO | Twilio INC - A | 株式-IT | 0.93% | — | +39473.68% | |
| 34 | ARGT | Global X Msci Argentina ETF | ETF-その他 | 0.92% | — | +8.67% | |
| 35 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.84% | — | -4.36% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | -3.44% | |
| 37 | FBCUSD | Flagstar Bancorp INC | 株式-その他 | 0.75% | — | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | +1374.41% | |
| 39 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.70% | — | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | -40.14% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.58% | — | -6.00% | |
| 42 | VFH | Vanguard Financials ETF | ETF-その他 | 0.53% | — | +2.45% | |
| 43 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.50% | — | -5.74% | |
| 44 | GNL | Global Net Lease INC | 株式-不動産 | 0.49% | — | +20.41% | |
| 45 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.48% | — | -4.37% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.44% | — | -32.99% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | -1.92% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.43% | — | +0.25% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.41% | — | +13.13% | |
| 50 | VDE | Vanguard Energy ETF | ETF-その他 | 0.41% | — | -6.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd INC | +2.5% | +56.76% | 増加 |
| 2 | TWLO | Twilio INC - A | +0.9% | +39473.68% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.7% | +1374.41% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +16.07% | 増加 |
| 5 | BXUSD | Blackstone Group Lp/the | +0.2% | +93.52% | 増加 |
| 6 | VDC | Vanguard Consumer Staple ETF | +0.2% | +9.49% | 増加 |
| 7 | XLK | Ss Technology Select Sector | +0.2% | +1.28% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.2% | +2.12% | 増加 |
| 9 | ARGT | Global X Msci Argentina ETF | +0.2% | +8.67% | 増加 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -0.83% | 減少 |
| 11 | PXH | Inves Rafi Emer Mrkt-usd INC | +0.2% | +9.50% | 増加 |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +17.03% | 増加 |
| 13 | EZU | Ishares Msci Eurozone ETF | +0.2% | +6.29% | 増加 |
| 14 | ROKU | Roku INC | +0.2% | +19975.00% | 増加 |
| 15 | XLF | Ss Financial Select Sector | +0.2% | +3.84% | 増加 |
| 16 | AMZN | Amazon.com INC | +0.2% | +1.96% | 増加 |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.26% | 増加 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +5.40% | 増加 |
| 19 | AAPL | Apple INC | +0.1% | -0.67% | 減少 |
| 20 | VHT | Vanguard Health Care ETF | +0.1% | +52.99% | 増加 |
| 21 | XLC | Ss Comm Select Sector Spdr | +0.1% | +1121.50% | 増加 |
| 22 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +7.64% | 増加 |
| 23 | FBP | First Bancorp Puerto Rico | +0.1% | +190.88% | 増加 |
| 24 | GNL | Global Net Lease INC | +0.1% | +20.41% | 増加 |
| 25 | XLY | Ss Consumer Disc Select Sect | +0.1% | +1.12% | 増加 |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +1397.09% | 増加 |
| 27 | LOOP | Loop Industries INC | +0.1% | +1.03% | 増加 |
| 28 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +3.72% | 増加 |
| 29 | KMI | Kinder Morgan INC | +0.1% | +0.45% | 増加 |
| 30 | SUN | Sunoco LP | +0.1% | +5.34% | 増加 |
| 31 | DIS | Walt Disney Co/the | +0.1% | +11.31% | 増加 |
| 32 | CHMI | Cherry Hill Mortgage Investm | +0.1% | +57.28% | 増加 |
| 33 | VIS | Vanguard Industrials ETF | +0.1% | +42.71% | 増加 |
| 34 | MPLX | Mplx LP | -0.1% | -3.13% | 減少 |
| 35 | HOME | At Home Group INC | -0.1% | — | 変化なし |
| 36 | HEDJ | Wisdomtree Europe Hedged Equ | -0.1% | -40.84% | 減少 |
| 37 | AFINUSD | Necessity Retail Reit Inc/th | -0.1% | -32.56% | 減少 |
| 38 | DCPUSD | Dcp Midstream LP | -0.2% | -1.22% | 減少 |
| 39 | T | At&t INC | -0.2% | -32.99% | 減少 |
| 40 | ET | Energy Transfer LP | -0.3% | +3.39% | 増加 |
| 41 | TEGPUSD | Tallgrass Energy LP | -0.3% | -0.05% | 減少 |
| 42 | VOO | Vanguard S&p 500 ETF | -0.4% | -40.14% | 減少 |
| 43 | O | Realty Income CORP | -0.4% | -64.55% | 減少 |
| 44 | VTR | Ventas INC | -0.4% | -65.49% | 減少 |
| 45 | ARCPEUR | Vereit INC | -0.6% | -68.42% | 減少 |
| 46 | OMFL | Invesco Russell 1000 Dyn M/f | — | NEW | 新規購入 |
| 47 | ✓ | Oppenheimer ETF Tr | — | EXIT | 全売却 |
| 48 | OSVEUR | Vaneck Vectors Oil Services | — | EXIT | 全売却 |
| 49 | FLAX | Franklin Ftse Asia Ex Japan | — | NEW | 新規購入 |
| 50 | HEZU | Ishares Currency Hedged Msci | — | EXIT | 全売却 |