CIK: 0001616654
申告総資産額
$15.2億
上位200銘柄を表示中（全1989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 | AAPL | Apple INC | 株式-IT | 4.20% | — | +38.37% | |
| 2 | T | At&t INC | 株式-通信サービス | 1.56% | — | +6.99% | |
| 3 | HD | Home Depot INC | 株式-一般消費財 | 1.56% | — | +33.04% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | — | +35.35% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.45% | — | +43.00% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.32% | — | -11.35% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.16% | — | -4.68% | |
| 8 | VFC | Vf CORP | 株式-一般消費財 | 1.16% | — | -1.32% | |
| 9 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.14% | — | +113.04% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | — | +1.15% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.13% | — | +0.54% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | — | +8.22% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.12% | — | +5.46% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.91% | — | +23.70% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.86% | — | +16.06% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | — | +7.75% | |
| 17 | MO | Altria Group INC | 株式-生活必需品 | 0.73% | — | -4.80% | |
| 18 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.72% | — | +106.53% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +6.78% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.68% | — | +636.58% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | +1.39% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.66% | — | -5.13% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.66% | — | +13.87% | |
| 24 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.65% | — | +5.20% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.64% | — | -14.68% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | +20.96% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 0.61% | — | +6.99% | |
| 28 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.60% | — | +632.76% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | +4.06% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 0.57% | — | +5.13% | |
| 31 | F | Ford Motor Co | 株式-一般消費財 | 0.56% | — | -3.54% | |
| 32 | UVE | Universal Insurance Holdings | 株式-その他 | 0.55% | — | +2.55% | |
| 33 | UTL | Unitil CORP | 株式-その他 | 0.55% | — | -0.63% | |
| 34 | LUV | Southwest Airlines Co | 株式-資本財 | 0.54% | — | +607.40% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | +22.80% | |
| 36 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.54% | — | -4.96% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | -11.82% | |
| 38 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.54% | — | +1.93% | |
| 39 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.53% | — | -3.55% | |
| 40 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.53% | — | +23.68% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.53% | — | -10.65% | |
| 42 | SEIC | Sei Investments Company | 株式-金融 | 0.52% | — | — | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.52% | — | +696.90% | |
| 44 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.51% | — | +18.46% | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.47% | — | +17.08% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.47% | — | +6.72% | |
| 47 | ✓ | Google INC Class C | 株式-その他 | 0.47% | — | +16.90% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.46% | — | +18.30% | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | +17.57% | |
| 50 | ED | Consolidated Edison INC | 株式-公益事業 | 0.45% | — | -3.09% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.9% | +38.37% | 増加 |
| 2 | VCR | Vanguard Consumer Discre ETF | +0.6% | +113.04% | 増加 |
| 3 | VHT | Vanguard Health Care ETF | +0.6% | +636.58% | 増加 |
| 4 | UAA | Under Armour Inc-class A | +0.5% | +632.76% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +43.00% | 増加 |
| 6 | LUV | Southwest Airlines Co | +0.5% | +607.40% | 増加 |
| 7 | HD | Home Depot INC | +0.5% | +33.04% | 増加 |
| 8 | XLP | Ss Consumer Staples Sel Sect | +0.5% | +696.90% | 増加 |
| 9 | EA | Electronic Arts INC | +0.4% | +72876.00% | 増加 |
| 10 | HEDJ | Wisdomtree Europe Hedged Equ | +0.3% | +106.53% | 増加 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +35.35% | 増加 |
| 12 | XLY | Ss Consumer Disc Select Sect | +0.2% | +593.14% | 増加 |
| 13 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +548.31% | 増加 |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +206.19% | 増加 |
| 15 | PDI | Pimco Dynamic Income Fund | +0.2% | +355.58% | 増加 |
| 16 | VGT | Vanguard Info Tech ETF | +0.2% | +23.70% | 増加 |
| 17 | IYR | Ishares US Real Estate ETF | +0.2% | +1682.39% | 増加 |
| 18 | ✓ | Google INC Class C | +0.1% | +16.90% | 増加 |
| 19 | TLH | Ishares 10-20 Year Treasury | +0.1% | +3781.16% | 増加 |
| 20 | UVE | Universal Insurance Holdings | +0.1% | +2.55% | 増加 |
| 21 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | +0.1% | +707.89% | 増加 |
| 22 | ✓ | Powershs Db US Dollar Index | +0.1% | +83.88% | 増加 |
| 23 | PFF | Ishares Preferred & Income S | -0.1% | -14.68% | 減少 |
| 24 | EMR | Emerson Electric Co | -0.1% | -12.15% | 減少 |
| 25 | ✓ | Invensense INC | -0.1% | -33.17% | 減少 |
| 26 | VB | Vanguard Small-cap ETF | -0.1% | -10.65% | 減少 |
| 27 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.1% | -77.94% | 減少 |
| 28 | AAXJ | Ishares Msci All Country Asi | -0.1% | -27.45% | 減少 |
| 29 | GILD | Gilead Sciences INC | -0.1% | -13.01% | 減少 |
| 30 | ABBV | Abbvie INC | -0.1% | -12.08% | 減少 |
| 31 | SCHD | Schwab U.S. Dividend Equity ETF | -0.1% | -49.36% | 減少 |
| 32 | VDC | Vanguard Consumer Staple ETF | -0.2% | -51.68% | 減少 |
| 33 | FGD | First Trust Dj Gl Sel Dvd | -0.2% | -83.58% | 減少 |
| 34 | KMI | Kinder Morgan INC | -0.2% | +1.93% | 増加 |
| 35 | DES | Wisdomtree US Smallcap Divid | -0.2% | -32.58% | 減少 |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -11.35% | 減少 |
| 37 | VTV | Vanguard Value ETF | -0.2% | -76.10% | 減少 |
| 38 | MDIV | Ft Multi-asset Divers INC | -0.2% | -42.32% | 減少 |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -35.52% | 減少 |
| 40 | FXH | First Trust Health Care Alph | -0.4% | -54.36% | 減少 |
| 41 | VXUS | Vanguard Total Intl Stock | -0.4% | -90.09% | 減少 |
| 42 | THRM | Gentherm INC | -0.5% | -98.61% | 減少 |
| 43 | SWKS | Skyworks Solutions INC | -1.1% | -93.45% | 減少 |
| 44 | ✓ | Amtrust Financial Services | — | EXIT | 全売却 |
| 45 | WT | Wisdomtree INC | — | EXIT | 全売却 |
| 46 | KHC | The Kraft Heinz Company | — | EXIT | 全売却 |
| 47 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |
| 48 | FEZ | State Street Spdr Euro Stoxx | — | NEW | 新規購入 |
| 49 | HDGEGBP | Advisorshares Ranger Eq Bear | — | NEW | 新規購入 |
| 50 | ✓ | Taser Intl INC | — | EXIT | 全売却 |