CIK: 0001574010
申告総資産額
$2.7億
上位200銘柄を表示中(全242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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 21.14% | +0.25% | +0.53% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 12.95% | -1.16% | +3.37% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 10.03% | — | +0.10% | |
| 4 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 6.31% | -0.03% | +2.64% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.87% | -0.45% | +2.13% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.60% | -0.33% | +4.51% | |
| 7 | ✓ | Pimco ETF Tr | ETF-その他 | 4.25% | — | +0.42% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.74% | — | — | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.64% | -0.02% | -2.99% | |
| 10 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 3.60% | — | -11.03% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.05% | — | -0.61% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 2.12% | — | +4.32% | |
| 13 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.89% | — | +17.07% | |
| 14 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.88% | — | +3.70% | |
| 15 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 1.82% | — | +1.14% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.75% | — | +0.67% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.17% | — | +8.58% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.15% | — | +5.91% | |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.10% | — | +30.06% | |
| 20 | T | At&t INC | 株式-通信サービス | 1.02% | — | -0.69% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.99% | -0.04% | +4.31% | |
| 22 | FPX | First Trust US Equity Opport | ETF-その他 | 0.69% | — | -2.78% | |
| 23 | ✓ | 株式-その他 | 0.51% | — | — | ||
| 24 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.48% | — | +6.76% | |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.42% | -0.15% | +0.01% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | — | — | |
| 27 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.42% | — | +30.68% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.37% | — | +92575.00% | |
| 29 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.25% | — | — | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.21% | +0.03% | — | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | — | -6.13% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.19% | -0.01% | +9.11% | |
| 33 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.13% | — | -0.92% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.12% | +0.08% | +0.03% | |
| 35 | RMTIEUR | Rockwell Medical INC | 株式-その他 | 0.11% | — | +3.38% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.10% | — | — | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.09% | — | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.08% | — | +8.56% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.07% | — | — | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.07% | — | +3.88% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.07% | — | +9.39% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.06% | — | — | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.06% | — | — | |
| 44 | AXP | American Express Company | 株式-金融 | 0.06% | — | — | |
| 45 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.05% | — | — | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.05% | — | +10.51% | |
| 47 | PPL | Ppl CORP | 株式-公益事業 | 0.05% | — | — | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.05% | — | — | |
| 49 | TROW | T Rowe Price Group INC | 株式-金融 | 0.04% | — | — | |
| 50 | ✓ | Cbs CORP New | 株式-その他 | 0.04% | — | — |