CIK: 0001641447
申告総資産額
$5.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 64.70% | -0.33% | +47.15% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.34% | — | +12.43% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.63% | — | +662.79% | |
| 4 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.01% | — | +28.76% | |
| 5 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.83% | +0.04% | +43.36% | |
| 6 | AAPL | Apple INC | 株式-IT | 0.79% | +0.22% | +4.40% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | +0.12% | +7.41% | |
| 8 | INTC | Intel CORP | 株式-IT | 0.73% | +0.09% | -6.75% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | — | +95.08% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | +11.77% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | +0.13% | +42.00% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | +0.12% | +21.43% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +5.33% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | +11.81% | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | +0.08% | -8.83% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.37% | — | -62.64% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | +19.99% | |
| 18 | DOW | Dow INC | 株式-素材 | 0.29% | +0.06% | +89.61% | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 0.29% | +0.14% | — | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.26% | — | +29.55% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | +38.80% | |
| 22 | EVN | Eaton Vance Muni INC Tr | 株式-その他 | 0.20% | — | +0.50% | |
| 23 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.19% | +0.04% | — | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.19% | +0.09% | -0.02% | |
| 25 | KLAC | Kla CORP | 株式-IT | 0.18% | — | +198.34% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | — | +15.49% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.32% | -10.67% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.16% | — | +265.14% | |
| 29 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.15% | — | — | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 0.14% | — | +84.76% | |
| 31 | CMI | Cummins INC | 株式-資本財 | 0.14% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | — | +42.91% | |
| 33 | PRU | Prudential Financial INC | 株式-金融 | 0.13% | — | +187.93% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.13% | — | — | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.13% | — | +73.85% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | +0.12% | +45.64% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.12% | — | +195.55% | |
| 38 | CTVA | Corteva INC | 株式-素材 | 0.12% | +0.06% | +0.00% | |
| 39 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.11% | -0.04% | +2.16% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.11% | — | +100.42% | |
| 41 | CC | Chemours Co/the | 株式-素材 | 0.11% | — | +125.23% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | — | -17.78% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.11% | — | — | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.10% | — | — | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.10% | — | +0.38% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.10% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.10% | — | +100.06% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.10% | — | +116.96% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.10% | — | +47.96% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | — | +32.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +7.1% | +662.79% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +47.15% | 増加 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +95.08% | 増加 |
| 4 | KLAC | Kla CORP | +0.1% | +198.34% | 増加 |
| 5 | LLY | Eli Lilly & Co | +0.1% | +265.14% | 増加 |
| 6 | DOW | Dow INC | +0.1% | +89.61% | 増加 |
| 7 | PRU | Prudential Financial INC | +0.1% | +187.93% | 増加 |
| 8 | CMCSA | Comcast Corp-class A | +0.1% | +195.55% | 増加 |
| 9 | AXP | American Express Co | +0.1% | +230.06% | 増加 |
| 10 | TXN | Texas Instruments INC | 0% | +84.76% | 増加 |
| 11 | CC | Chemours Co/the | 0% | +125.23% | 増加 |
| 12 | LOW | Lowe's Cos INC | 0% | +100.42% | 増加 |
| 13 | FAST | Fastenal Co | 0% | +148.63% | 増加 |
| 14 | AMT | American Tower CORP | 0% | +116.96% | 増加 |
| 15 | LMT | Lockheed Martin CORP | 0% | +100.06% | 増加 |
| 16 | CLX | Clorox Company | 0% | +150.27% | 増加 |
| 17 | UNH | Unitedhealth Group INC | 0% | +73.85% | 増加 |
| 18 | AMGN | Amgen INC | 0% | +112.38% | 増加 |
| 19 | MCD | Mcdonald's CORP | 0% | +43.36% | 増加 |
| 20 | ABT | Abbott Laboratories | 0% | +29.55% | 増加 |
| 21 | PFE | Pfizer INC | 0% | +38.80% | 増加 |
| 22 | HD | Home Depot INC | 0% | +19.99% | 増加 |
| 23 | PEP | Pepsico INC | -0.1% | +42.00% | 増加 |
| 24 | IBM | Intl Business Machines CORP | -0.1% | +21.43% | 増加 |
| 25 | BBY | Best Buy Co INC | -0.1% | -74.56% | 減少 |
| 26 | JNJ | Johnson & Johnson | -0.1% | +11.81% | 増加 |
| 27 | MO | Altria Group INC | -0.1% | -8.83% | 減少 |
| 28 | SBUX | Starbucks CORP | -0.2% | +28.76% | 増加 |
| 29 | INTC | Intel CORP | -0.2% | -6.75% | 減少 |
| 30 | ABBV | Abbvie INC | -0.2% | +11.77% | 増加 |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -1.3% | -62.64% | 減少 |
| 32 | EFA | Ishares Msci Eafe ETF | -3.3% | +12.43% | 増加 |
| 33 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 34 | SMH | Vaneck Semiconductor ETF | — | EXIT | 全売却 |
| 35 | CNP | Centerpoint Energy INC | — | NEW | 新規購入 |
| 36 | CMI | Cummins INC | — | NEW | 新規購入 |
| 37 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 38 | CAT | Caterpillar INC | — | NEW | 新規購入 |
| 39 | UPS | United Parcel Service-cl B | — | NEW | 新規購入 |
| 40 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 41 | CWEN | Clearway Energy Inc-c | — | NEW | 新規購入 |
| 42 | TGT | Target CORP | — | NEW | 新規購入 |
| 43 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 44 | XIFR | Xplr Infrastructure LP | — | NEW | 新規購入 |
| 45 | GRMN | Garmin Ltd. | — | NEW | 新規購入 |
| 46 | HASI | Ha Sustainable Infrastructur | — | NEW | 新規購入 |
| 47 | STMP | Stamps.com INC | — | NEW | 新規購入 |
| 48 | LNC | Lincoln National CORP | — | NEW | 新規購入 |
| 49 | ARKK | Ark Innovation ETF | — | EXIT | 全売却 |
| 50 | PTON | Peloton Interactive Inc-a | — | NEW | 新規購入 |