CIK: 0001616654
申告総資産額
$15.2億
上位200銘柄を表示中（全1929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 | 4.25% | — | +2.06% | |
| 2 | HD | Home Depot INC | 株式-一般消費財 | 1.97% | — | +5.82% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.90% | — | +8.36% | |
| 4 | T | At&t INC | 株式-通信サービス | 1.68% | — | -2.11% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.62% | — | -0.71% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.51% | — | +149.52% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.27% | — | +5.66% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | — | -6.62% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.14% | — | -8.68% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.11% | — | -2.58% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.03% | — | -7.06% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | — | -23.19% | |
| 13 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.91% | — | +23.73% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | — | -4.34% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.84% | — | -18.12% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | +4.38% | |
| 17 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.77% | — | -37.54% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 0.75% | — | -7.76% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.73% | — | +5.81% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.73% | — | -0.62% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.71% | — | -2.02% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.70% | — | -8.20% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | -0.15% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | — | +2.76% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | -1.60% | |
| 26 | AMT | American Tower CORP | 株式-不動産 | 0.65% | — | -0.19% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | — | — | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | — | +9.39% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.62% | — | +7.11% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.59% | — | +2.52% | |
| 31 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.58% | — | +2.86% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.57% | — | +143.03% | |
| 33 | F | Ford Motor Co | 株式-一般消費財 | 0.56% | — | -7.12% | |
| 34 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.54% | — | -8.47% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.53% | — | +54.92% | |
| 36 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.53% | — | -8.53% | |
| 37 | UTL | Unitil CORP | 株式-その他 | 0.53% | — | -6.16% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | — | +8.79% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | +6.56% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.51% | — | -23.23% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.49% | — | -9.15% | |
| 42 | EA | Electronic Arts INC | 株式-通信サービス | 0.49% | — | +4.99% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.49% | — | +0.01% | |
| 44 | IAT | Ishares US Regional Banks Et | ETF-その他 | 0.48% | — | +34.32% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.47% | — | -10.41% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.47% | — | -8.66% | |
| 47 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.46% | — | +71.60% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | — | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.45% | — | -0.01% | |
| 50 | SEIC | Sei Investments Company | 株式-金融 | 0.44% | — | -25.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Powershares Qqq Trust Ser 1 | +1% | +149.52% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +0.5% | +8.36% | 増加 |
| 3 | HD | Home Depot INC | +0.4% | +5.82% | 増加 |
| 4 | SBUX | Starbucks CORP | +0.4% | +143.03% | 増加 |
| 5 | PDI | Pimco Dynamic Income Fund | +0.2% | +101.11% | 増加 |
| 6 | PSK | Ss Spdr Ice Pref Sec ETF | +0.2% | +71.60% | 増加 |
| 7 | VDC | Vanguard Consumer Staple ETF | +0.2% | +108.77% | 増加 |
| 8 | HEDJ | Wisdomtree Europe Hedged Equ | +0.2% | +23.73% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.2% | +8.79% | 増加 |
| 10 | AEP | American Electric Power Company, Inc. | +0.2% | -7.06% | 減少 |
| 11 | ✓ | Powershs Db US Dollar Index | +0.2% | +52.63% | 増加 |
| 12 | IAT | Ishares US Regional Banks Et | +0.2% | +34.32% | 増加 |
| 13 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +56.38% | 増加 |
| 14 | NVDA | Nvidia CORP | +0.1% | +63.57% | 増加 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +4.38% | 増加 |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +32.24% | 増加 |
| 17 | PANW | Palo Alto Networks INC | +0.1% | +80.78% | 増加 |
| 18 | AAPL | Apple INC | +0.1% | +2.06% | 増加 |
| 19 | VGT | Vanguard Info Tech ETF | -0.1% | -18.12% | 減少 |
| 20 | IBM | Intl Business Machines CORP | -0.1% | -25.42% | 減少 |
| 21 | HTAEUR | Healthcare Trust Of Ame-cl A | -0.1% | -37.42% | 減少 |
| 22 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -91.14% | 減少 |
| 23 | NKE | Nike INC -cl B | -0.1% | +54.92% | 増加 |
| 24 | JNJ | Johnson & Johnson | -0.1% | -23.19% | 減少 |
| 25 | PFF | Ishares Preferred & Income S | -0.1% | -23.23% | 減少 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -44.43% | 減少 |
| 27 | IYH | Ishares U.s. Healthcare ETF | -0.2% | -74.98% | 減少 |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.2% | -88.15% | 減少 |
| 29 | AAXJ | Ishares Msci All Country Asi | -0.2% | -99.68% | 減少 |
| 30 | DES | Wisdomtree US Smallcap Divid | -0.2% | -74.22% | 減少 |
| 31 | KMI | Kinder Morgan INC | -0.2% | +11.34% | 増加 |
| 32 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -56.12% | 減少 |
| 33 | IWD | Ishares Russell 1000 Value E | -0.3% | -92.02% | 減少 |
| 34 | VB | Vanguard Small-cap ETF | -0.3% | -63.59% | 減少 |
| 35 | IWF | Ishares Russell 1000 Growth | -0.4% | -97.60% | 減少 |
| 36 | MDT | Medtronic plc | -0.4% | -65.89% | 減少 |
| 37 | VCR | Vanguard Consumer Discre ETF | -0.4% | -37.54% | 減少 |
| 38 | UAA | Under Armour Inc-class A | -0.4% | -67.60% | 減少 |
| 39 | LUV | Southwest Airlines Co | -0.4% | -84.48% | 減少 |
| 40 | UVE | Universal Insurance Holdings | -0.6% | EXIT | 全売却 |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.9% | -70.06% | 減少 |
| 42 | VFC | Vf CORP | -1.1% | -94.48% | 減少 |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 44 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 45 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 46 | ✓ | Amtrust Financial Services | — | NEW | 新規購入 |
| 47 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 48 | ACWV | Ishares Msci Global Min Vol | — | NEW | 新規購入 |
| 49 | ✓ | NorthStar Realty Finance Corp | — | EXIT | 全売却 |
| 50 | EZM | Wisdomtree US Midcap Fund | — | EXIT | 全売却 |