CIK: 0001597691
申告総資産額
$4.5億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.43% | — | -1.63% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.54% | — | -0.07% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.76% | — | +0.09% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.55% | — | +0.85% | |
| 5 | BAC | Bank Of America CORP | 株式-金融 | 4.24% | — | -0.35% | |
| 6 | QCOM | Qualcomm INC | 株式-IT | 3.93% | — | -12.48% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.99% | — | +0.50% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.57% | — | +1.11% | |
| 9 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 2.56% | — | +8.89% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.30% | — | +0.14% | |
| 11 | ✓ | Citigroup Inc | 株式-その他 | 2.25% | — | +3.50% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 2.14% | — | -0.16% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 2.11% | — | +1.46% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.96% | — | -1.83% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.96% | — | -5.53% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.86% | — | +0.14% | |
| 17 | XLB | Ss Materials Select Sector | ETF-その他 | 1.70% | — | -4.42% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.60% | — | -2.44% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.59% | — | +1.03% | |
| 20 | ✓ | Alphabet Inc. | 株式-その他 | 1.56% | — | +1.29% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.50% | — | -0.97% | |
| 22 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 1.49% | — | +1.83% | |
| 23 | MU | Micron Technology INC | 株式-IT | 1.48% | — | +43.75% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.44% | — | -0.88% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.33% | — | -3.30% | |
| 26 | VTR | Ventas INC | 株式-不動産 | 1.28% | — | -0.50% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 1.27% | — | +0.32% | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.26% | — | +7.25% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.24% | — | -3.41% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.18% | — | +1.36% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.10% | — | +0.23% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.05% | — | -6.82% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | — | -1.05% | |
| 34 | VDE | Vanguard Energy ETF | ETF-その他 | 0.92% | — | +1.46% | |
| 35 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.90% | — | +1.25% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.84% | — | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.82% | — | -2.30% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | — | -24.31% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | -2.09% | |
| 40 | DAL | Delta Air Lines INC | 株式-資本財 | 0.71% | — | — | |
| 41 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.70% | — | +1.26% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | -2.00% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.65% | — | +203.45% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | +256.61% | |
| 45 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.61% | — | +9.30% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.54% | — | +6.48% | |
| 47 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 0.51% | — | — | |
| 48 | OSVEUR | Vaneck Vectors Oil Services | ETF-その他 | 0.49% | — | -3.39% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.45% | — | -1.46% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.40% | — | -8.67% |
| # | 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 | +0.8% | -1.63% | 減少 |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +256.61% | 増加 |
| 3 | TIP | Ishares Tips Bond ETF | +0.4% | +203.45% | 増加 |
| 4 | CVS | Cvs Health CORP | +0.2% | +7.25% | 増加 |
| 5 | FXI | Ishares China Large-cap ETF | +0.2% | +1090.91% | 増加 |
| 6 | MU | Micron Technology INC | +0.2% | +43.75% | 増加 |
| 7 | QCOM | Qualcomm INC | +0.1% | -12.48% | 減少 |
| 8 | CSCO | Cisco Systems INC | +0.1% | +1.46% | 増加 |
| 9 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +1.83% | 増加 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +1.03% | 増加 |
| 11 | AMZN | Amazon.com INC | +0.1% | +16.84% | 増加 |
| 12 | GLD | Spdr Gold Shares | +0.1% | +93.68% | 増加 |
| 13 | BP | Bp Plc-spons Adr | +0.1% | +65.98% | 増加 |
| 14 | DAL | Delta Air Lines INC | +0.1% | — | 変化なし |
| 15 | GLW | Corning INC | +0.1% | — | 変化なし |
| 16 | VFH | Vanguard Financials ETF | +0.1% | +50.49% | 増加 |
| 17 | ✓ | Citigroup Inc | 0% | +3.50% | 増加 |
| 18 | IBB | Ishares Biotechnology ETF | 0% | +1.36% | 増加 |
| 19 | BA | Boeing Co/the | 0% | -0.16% | 減少 |
| 20 | T | At&t INC | 0% | +6.48% | 増加 |
| 21 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.50% | 増加 |
| 22 | VUG | Vanguard Growth ETF | 0% | +1.11% | 増加 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.53% | 減少 |
| 24 | ✓ | Alphabet Inc. | 0% | +1.29% | 増加 |
| 25 | LNG | Cheniere Energy INC | 0% | +1.25% | 増加 |
| 26 | VOO | Vanguard S&P 500 ETF | 0% | +1.26% | 増加 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.14% | 増加 |
| 28 | VHT | Vanguard Health Care ETF | 0% | -6.82% | 減少 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.07% | 減少 |
| 30 | VTV | Vanguard Value ETF | -0.1% | -0.88% | 減少 |
| 31 | FCX | Freeport-mcmoran INC | -0.1% | -8.26% | 減少 |
| 32 | KRE | Ss Spdr S&p Regional Bank | -0.1% | +8.89% | 増加 |
| 33 | KMI | Kinder Morgan INC | -0.1% | -22.59% | 減少 |
| 34 | VO | Vanguard Mid-cap ETF | -0.2% | +0.85% | 増加 |
| 35 | BOND | Pimco Active Bond Exchange-t | -0.2% | -3.41% | 減少 |
| 36 | KR | Kroger Co | -0.2% | -44.45% | 減少 |
| 37 | VTR | Ventas INC | -0.2% | -0.50% | 減少 |
| 38 | BAC | Bank Of America CORP | -0.2% | -0.35% | 減少 |
| 39 | VB | Vanguard Small-cap ETF | -0.2% | +0.09% | 増加 |
| 40 | XLB | Ss Materials Select Sector | -0.2% | -4.42% | 減少 |
| 41 | INTC | Intel CORP | -0.3% | -1.83% | 減少 |
| 42 | CVX | Chevron CORP | -0.4% | -24.31% | 減少 |
| 43 | AEP | American Electric Power Company, Inc. | -0.4% | -47.04% | 減少 |
| 44 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 45 | CAT | Caterpillar INC | — | NEW | 新規購入 |
| 46 | XYZ | Block INC | — | NEW | 新規購入 |
| 47 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新規購入 |
| 48 | MRK | Merck & Co. INC. | — | NEW | 新規購入 |
| 49 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 50 | HD | Home Depot INC | — | NEW | 新規購入 |