CIK: 0001731446
申告総資産額
$86.5億
上位200銘柄を表示中（全236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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.28% | — | -8.01% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.70% | — | +48.40% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.62% | — | +893.55% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.16% | -0.56% | +236.44% | |
| 5 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.04% | — | +60.40% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.04% | — | +12.00% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.77% | -1.75% | +43.32% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.75% | +0.14% | +390.28% | |
| 9 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.66% | — | +6014.29% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.48% | — | +37.25% | |
| 11 | COP | Conocophillips | 株式-エネルギー | 2.43% | — | +7125.00% | |
| 12 | FSLR | First Solar INC | 株式-IT | 2.33% | — | +493.59% | |
| 13 | C | Citigroup INC | 株式-金融 | 2.31% | — | +54.81% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 2.28% | — | +1300.00% | |
| 15 | KSS | Kohls CORP | 株式-一般消費財 | 2.20% | — | -24.96% | |
| 16 | AAL | American Airlines Group INC | 株式-資本財 | 2.10% | — | -2.56% | |
| 17 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 2.05% | — | +7.53% | |
| 18 | HTZ-WEUR | Hertz Global Holdings INC | 株式-その他 | 1.90% | — | +35.61% | |
| 19 | AA | Alcoa CORP | 株式-素材 | 1.88% | — | +32.01% | |
| 20 | RTN1USD | Raytheon Company | 株式-その他 | 1.83% | — | +11900.00% | |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.76% | — | +10.35% | |
| 22 | SF9 | Sanderson Farms INC | 株式-その他 | 1.70% | — | +8.74% | |
| 23 | AMD | Advanced Micro Devices | 株式-IT | 1.69% | — | +883.40% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.49% | +0.19% | +41.46% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.35% | -0.37% | -59.31% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.26% | — | +6.42% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | -0.25% | +9.47% | |
| 28 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.92% | — | +8.19% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.89% | — | +24.22% | |
| 30 | URI | United Rentals INC | 株式-資本財 | 0.88% | — | -70.28% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.81% | — | — | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.77% | — | -8.17% | |
| 33 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.73% | — | -0.32% | |
| 34 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 0.72% | — | -10.86% | |
| 35 | ✓ | Corporate Capital Trust | 株式-その他 | 0.70% | — | +3136.78% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | -0.13% | +1.83% | |
| 37 | CERNCHF | Cerner CORP | 株式-その他 | 0.69% | — | — | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.68% | — | +5.51% | |
| 39 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.63% | — | — | |
| 40 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.63% | — | +30.74% | |
| 41 | ✓ | Indexiq ETF Tr Iq Glb | ETF-大型株・グロース | 0.63% | — | — | |
| 42 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.58% | — | — | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.57% | — | +150.00% | |
| 44 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 0.57% | — | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | — | +0.73% | |
| 46 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.52% | — | +40.57% | |
| 47 | OKE | Oneok INC | 株式-エネルギー | 0.51% | — | +2.13% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | -0.21% | +4.58% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | — | -25.78% | |
| 50 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 0.46% | — | +6.82% |
| # | 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 | +3.2% | +893.55% | 増加 |
| 2 | LOW | Lowe's Cos INC | +2.6% | +6014.29% | 増加 |
| 3 | COP | Conocophillips | +2.4% | +7125.00% | 増加 |
| 4 | MSFT | Microsoft CORP | +2.2% | +236.44% | 増加 |
| 5 | BA | Boeing Co/the | +2.1% | +1300.00% | 増加 |
| 6 | CVX | Chevron CORP | +2.1% | +390.28% | 増加 |
| 7 | FSLR | First Solar INC | +1.9% | +493.59% | 増加 |
| 8 | RTN1USD | Raytheon Company | +1.8% | +11900.00% | 増加 |
| 9 | AMD | Advanced Micro Devices | +1.5% | +883.40% | 増加 |
| 10 | SCHW | Schwab (charles) CORP | +1% | +60.40% | 増加 |
| 11 | DVY | Ishares Select Dividend ETF | +0.9% | +48.40% | 増加 |
| 12 | ✓ | Corporate Capital Trust | +0.7% | +3136.78% | 増加 |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.6% | +43.32% | 増加 |
| 14 | C | Citigroup INC | +0.5% | +54.81% | 増加 |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.5% | +37.25% | 増加 |
| 16 | IAGG | Ishares Intl Aggregate Bond | +0.4% | +41.46% | 増加 |
| 17 | CAT | Caterpillar INC | +0.3% | +150.00% | 増加 |
| 18 | AMZN | Amazon.com INC | +0.2% | +9.47% | 増加 |
| 19 | HTZ-WEUR | Hertz Global Holdings INC | +0.2% | +35.61% | 増加 |
| 20 | VALE | Vale S.A. | +0.2% | +232.63% | 増加 |
| 21 | IWO | Ishares Russell 2000 Growth | +0.1% | +24.22% | 増加 |
| 22 | EWJ | Ishares Msci Japan ETF | +0.1% | +40.57% | 増加 |
| 23 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +10.35% | 増加 |
| 24 | PFF | Ishares Preferred & Income S | 0% | +12.00% | 増加 |
| 25 | AA | Alcoa CORP | 0% | +32.01% | 増加 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -61.50% | 減少 |
| 27 | ✓ | Eclipse Resourc | -0.2% | -14.98% | 減少 |
| 28 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -36.57% | 減少 |
| 29 | TSLA | Tesla INC | -0.3% | -25.78% | 減少 |
| 30 | AMLPUSD | Alerian Mlp ETF | -0.3% | +7.53% | 増加 |
| 31 | KSS | Kohls CORP | -0.5% | -24.96% | 減少 |
| 32 | MU | Micron Technology INC | -1% | -75.11% | 減少 |
| 33 | ITOT | Ishares Core S&p Total U.s. | -1.4% | -8.01% | 減少 |
| 34 | LULU | Lululemon Athletica INC | -1.8% | -82.07% | 減少 |
| 35 | GILD | Gilead Sciences INC | -1.9% | -99.31% | 減少 |
| 36 | BABA | Alibaba Group Holding-sp Adr | -2.2% | -89.26% | 減少 |
| 37 | CVS | Cvs Health CORP | -2.2% | -84.14% | 減少 |
| 38 | AAPL | Apple INC | -2.3% | -59.31% | 減少 |
| 39 | URI | United Rentals INC | -2.3% | -70.28% | 減少 |
| 40 | REM | Ishares Mortgage Real Estate | -2.4% | -98.05% | 減少 |
| 41 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 42 | WDC | Western Digital CORP | — | EXIT | 全売却 |
| 43 | IYE | Ishares U.s. Energy ETF | — | NEW | 新規購入 |
| 44 | BBBY | Bed Bath & Beyond INC | — | EXIT | 全売却 |
| 45 | ISTB | Ishares Core 1-5 Year Usd Bo | — | NEW | 新規購入 |
| 46 | SBNY | Signature Bank | — | EXIT | 全売却 |
| 47 | LUV | Southwest Airlines Co | — | NEW | 新規購入 |
| 48 | WYNN | Wynn Resorts LTD | — | NEW | 新規購入 |
| 49 | IAT | Ishares US Regional Banks Et | — | NEW | 新規購入 |
| 50 | ROKU | Roku INC | — | NEW | 新規購入 |