CIK: 0001767045
申告総資産額
$10.8億
上位200銘柄を表示中（全1499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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 22.99% | +12.35% | NEW | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 13.92% | +7.12% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.73% | +4.03% | NEW | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.36% | +0.82% | NEW | |
| 5 | EFT | Eaton Vance Fltng Rt INC Tr | 株式-その他 | 2.82% | — | -0.01% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.59% | +4.97% | NEW | |
| 7 | NZF | Nuveen Municipal Credit Income Fund | 株式-その他 | 2.09% | — | -0.02% | |
| 8 | CME | Cme Group INC | 株式-金融 | 1.99% | +0.53% | NEW | |
| 9 | JFR | Nuveen Floating Rate Income | 株式-その他 | 1.22% | — | — | |
| 10 | ✓ | Nuveen | 株式-その他 | 1.09% | — | -0.00% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.05% | +0.60% | NEW | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.98% | +0.65% | NEW | |
| 13 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.96% | — | -2.16% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.93% | +0.36% | NEW | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.93% | +2.17% | NEW | |
| 16 | OCSI | Oaktree Strategic Income Cor | 株式-その他 | 0.83% | — | +28.55% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | +1.47% | NEW | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.61% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | +0.96% | NEW | |
| 20 | EFF | Eaton Vance Floating-rate In | 株式-その他 | 0.55% | — | -2.13% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | +1.00% | NEW | |
| 23 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 株式-その他 | 0.44% | — | +4.05% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | +0.87% | NEW | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | — | +25.01% | |
| 26 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 0.33% | — | +0.32% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | +0.90% | NEW | |
| 28 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.31% | — | — | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 0.29% | — | -3.81% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.44% | NEW | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.26% | — | +12.13% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | +0.39% | NEW | |
| 33 | INTC | Intel CORP | 株式-IT | 0.26% | — | +2.77% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.26% | — | -9.53% | |
| 35 | APPS | Digital Turbine INC | 株式-その他 | 0.25% | — | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.25% | — | +23.91% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | +0.76% | NEW | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.25% | — | — | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | +0.38% | NEW | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.24% | — | +199.26% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.23% | — | +1.00% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.22% | — | +19.23% | |
| 43 | ✓ | Ensco Rowan Pl-a | 株式-その他 | 0.22% | — | -74.85% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.21% | — | -3.76% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | — | +53.06% | |
| 46 | UTXZ | United Tech CORP | 株式-その他 | 0.21% | — | +30.45% | |
| 47 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.21% | — | +0.36% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.20% | — | +0.77% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.20% | — | +17.10% | |
| 50 | ✓ | Thl Cr Sr Ln Fd | 株式-その他 | 0.20% | — | -25.41% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CME | Cme Group INC | +1.1% | +101.89% | 増加 |
| 2 | OCSI | Oaktree Strategic Income Cor | +0.2% | +28.55% | 増加 |
| 3 | WFC | Wells Fargo & Co | +0.2% | +199.26% | 増加 |
| 4 | TSLA | Tesla INC | +0.1% | +419.15% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.1% | +15.34% | 増加 |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +321.33% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.1% | +0.07% | 増加 |
| 8 | LMT | Lockheed Martin CORP | +0.1% | +238.96% | 増加 |
| 9 | T | At&t INC | +0.1% | +76.18% | 増加 |
| 10 | DIS | Walt Disney Co/the | +0.1% | +23.91% | 増加 |
| 11 | MDLZ | Mondelez International Inc-a | +0.1% | +154.32% | 増加 |
| 12 | MNST | Monster Beverage CORP | +0.1% | +171.72% | 増加 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +128.07% | 増加 |
| 14 | CSCO | Cisco Systems INC | +0.1% | +25.01% | 増加 |
| 15 | APPS | Digital Turbine INC | +0.1% | — | 変化なし |
| 16 | CVX | Chevron CORP | +0.1% | +53.06% | 増加 |
| 17 | AAPL | Apple INC | +0.1% | +1.44% | 増加 |
| 18 | TD | Toronto-dominion Bank | +0.1% | +212.52% | 増加 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.25% | 増加 |
| 20 | EL | Estee Lauder Companies-cl A | 0% | -2.16% | 減少 |
| 21 | EFT | Eaton Vance Fltng Rt INC Tr | 0% | -0.01% | 減少 |
| 22 | JD | Jd.com Inc-adr | -0.1% | -92.67% | 減少 |
| 23 | ✓ | Thl Cr Sr Ln Fd | -0.1% | -25.41% | 減少 |
| 24 | EFA | Ishares Msci Eafe ETF | -0.1% | — | 変化なし |
| 25 | BIIB | Biogen INC | -0.1% | -81.68% | 減少 |
| 26 | VT | Vanguard Tot World Stk ETF | -0.1% | -9.08% | 減少 |
| 27 | YUMC | Yum China Holdings INC | -0.1% | -71.34% | 減少 |
| 28 | ✓ | Ensco Rowan Pl-a | -0.2% | -74.85% | 減少 |
| 29 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -81.57% | 減少 |
| 30 | VXUS | Vanguard Total Intl Stock | -0.4% | -0.95% | 減少 |
| 31 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -2.40% | 減少 |
| 32 | BOX | Box INC - Class A | — | EXIT | 全売却 |
| 33 | FDL | First Trust Morn Dvd Lead In | — | EXIT | 全売却 |
| 34 | NOBL | Proshares S&p 500 Dividend A | — | EXIT | 全売却 |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | — | EXIT | 全売却 |
| 36 | ✓ | Spdr S&p 500 ETF Apr 18 19 Usd279 100 Shs | — | EXIT | 全売却 |
| 37 | ✓ | Spdr S&p 500 ETF Apr 18 19 Usd288 100 Shs | — | EXIT | 全売却 |
| 38 | XCAFX | Morgan Stanley China A Share | — | EXIT | 全売却 |
| 39 | FXI | Ishares China Large-cap ETF | — | EXIT | 全売却 |
| 40 | TRP | Tc Energy CORP | — | NEW | 新規購入 |
| 41 | DOL | Wisdomtree Tr Dvlp Intnl-usd | — | EXIT | 全売却 |
| 42 | FVD | First Trust Value Line Dvd | — | EXIT | 全売却 |
| 43 | NXDT | Nexpoint Diversified Real Es | — | EXIT | 全売却 |
| 44 | KWEB | Kranesh Csi China Internet | — | EXIT | 全売却 |
| 45 | BX | Blackstone INC | — | NEW | 新規購入 |
| 46 | DWX | State Street Spdr S&p Intern | — | EXIT | 全売却 |
| 47 | DHS | Wisdomtree US High Dividend | — | EXIT | 全売却 |
| 48 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 49 | CGBD | Carlyle Secured Lending INC | — | NEW | 新規購入 |
| 50 | TCPA | TransCanada PipeLines Limited 6 | — | EXIT | 全売却 |