CIK: 0001731446
申告総資産額
$86.5億
上位200銘柄を表示中（全306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 | 9.84% | — | -4.89% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.48% | -1.75% | +25.05% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.13% | — | +12.35% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.89% | -0.25% | -2.13% | |
| 5 | INTC | Intel CORP | 株式-IT | 2.38% | — | +43.91% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.35% | -0.37% | +70.52% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.34% | — | +3.44% | |
| 8 | URI | United Rentals INC | 株式-資本財 | 1.97% | — | +30911.52% | |
| 9 | C | Citigroup INC | 株式-金融 | 1.95% | — | +671193.75% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.86% | — | +17.95% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.86% | +0.19% | -22.63% | |
| 12 | KSS | Kohls CORP | 株式-一般消費財 | 1.72% | — | +3.84% | |
| 13 | LRCXEUR | Lam Research CORP | 株式-IT | 1.59% | — | — | |
| 14 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.52% | — | -9.69% | |
| 15 | XYZ | Block INC | 株式-金融 | 1.51% | — | +340.10% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.46% | — | +1.07% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.45% | — | -23.66% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.39% | — | +3.97% | |
| 19 | DE | Deere & Co | 株式-資本財 | 1.35% | — | +52.82% | |
| 20 | F | Ford Motor Co | 株式-一般消費財 | 1.34% | — | +705.48% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.21% | -0.21% | +298.21% | |
| 22 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.15% | — | +25.58% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 1.14% | — | +130.49% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 1.01% | — | +10.34% | |
| 25 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.01% | — | +1362.83% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | — | -8.66% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.96% | — | -47.96% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | — | +379.22% | |
| 29 | INTU | Intuit INC | 株式-IT | 0.93% | — | — | |
| 30 | SLB | Slb LTD | 株式-エネルギー | 0.91% | — | — | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.90% | — | +851.36% | |
| 32 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.89% | — | +4.40% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.87% | — | +19326.01% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.12% | -0.05% | |
| 35 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.85% | — | — | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.80% | -0.57% | +37.30% | |
| 37 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.77% | — | — | |
| 38 | IP | International Paper Co | 株式-一般消費財 | 0.76% | — | — | |
| 39 | USX1 | United States Steel CORP | 株式-その他 | 0.76% | — | +101.02% | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.74% | — | +1.64% | |
| 41 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.73% | — | +17.82% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.72% | — | +5.60% | |
| 43 | VLO | Valero Energy CORP | 株式-エネルギー | 0.69% | — | +10898.04% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.69% | — | -1.40% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.67% | — | -16.50% | |
| 46 | FSLR | First Solar INC | 株式-IT | 0.65% | — | -64.62% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.65% | — | +6.03% | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.64% | — | — | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.63% | — | -18.46% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.63% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | URI | United Rentals INC | +2% | +30911.52% | 増加 |
| 2 | C | Citigroup INC | +2% | +671193.75% | 増加 |
| 3 | XYZ | Block INC | +1.2% | +340.10% | 増加 |
| 4 | F | Ford Motor Co | +1.2% | +705.48% | 増加 |
| 5 | AAPL | Apple INC | +0.9% | +70.52% | 増加 |
| 6 | ATVIEUR | Activision Blizzard INC | +0.9% | +1362.83% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | +0.9% | +298.21% | 増加 |
| 8 | BMY | Bristol-myers Squibb Co | +0.9% | +19326.01% | 増加 |
| 9 | SBUX | Starbucks CORP | +0.8% | +851.36% | 増加 |
| 10 | HD | Home Depot INC | +0.7% | +379.22% | 増加 |
| 11 | VLO | Valero Energy CORP | +0.7% | +10898.04% | 増加 |
| 12 | BAC | Bank Of America CORP | +0.6% | +130.49% | 増加 |
| 13 | INTC | Intel CORP | +0.6% | +43.91% | 増加 |
| 14 | ROSC | Hartford Multifact Small Cap | +0.5% | +943.17% | 増加 |
| 15 | DE | Deere & Co | +0.3% | +52.82% | 増加 |
| 16 | AGG | Ishares Core U.s. Aggregate | +0.2% | +25.05% | 増加 |
| 17 | EEM | Ishares Msci Emerging Market | +0.1% | +17.95% | 増加 |
| 18 | IXUS | Ishares Core Intl Stock ETF | 0% | +12.35% | 増加 |
| 19 | IJH | Ishares Core S&p Midcap ETF | -0.6% | -79.60% | 減少 |
| 20 | LUV | Southwest Airlines Co | -0.6% | -91.13% | 減少 |
| 21 | CLX | Clorox Company | -0.6% | -84.29% | 減少 |
| 22 | MU | Micron Technology INC | -0.7% | -90.93% | 減少 |
| 23 | FDX | Fedex CORP | -0.8% | -97.04% | 減少 |
| 24 | COP | Conocophillips | -0.9% | -99.21% | 減少 |
| 25 | BABA | Alibaba Group Holding-sp Adr | -1% | -65.92% | 減少 |
| 26 | SF9 | Sanderson Farms INC | -1% | -99.64% | 減少 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | -1% | -47.96% | 減少 |
| 28 | CVS | Cvs Health CORP | -1% | -9.69% | 減少 |
| 29 | IAGG | Ishares Intl Aggregate Bond | -1.1% | -22.63% | 減少 |
| 30 | FSLR | First Solar INC | -1.2% | -64.62% | 減少 |
| 31 | XLP | Ss Consumer Staples Sel Sect | -1.3% | -77.55% | 減少 |
| 32 | NFLX | Netflix INC | -1.4% | -92.21% | 減少 |
| 33 | XLF | Ss Financial Select Sector | -1.4% | -99.98% | 減少 |
| 34 | ITOT | Ishares Core S&p Total U.s. | -1.5% | -4.89% | 減少 |
| 35 | LRCXEUR | Lam Research CORP | — | NEW | 新規購入 |
| 36 | XLV | Ss Health Care Select Sector | — | EXIT | 全売却 |
| 37 | IYJ | Ishares U.s. Industrials ETF | — | EXIT | 全売却 |
| 38 | INTU | Intuit INC | — | NEW | 新規購入 |
| 39 | SLB | Slb LTD | — | NEW | 新規購入 |
| 40 | EXPE | Expedia Group INC | — | NEW | 新規購入 |
| 41 | LULU | Lululemon Athletica INC | — | NEW | 新規購入 |
| 42 | IP | International Paper Co | — | NEW | 新規購入 |
| 43 | SOXX | Ishares Semiconductor ETF | — | NEW | 新規購入 |
| 44 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 45 | FCX | Freeport-mcmoran INC | — | NEW | 新規購入 |
| 46 | ROKU | Roku INC | — | NEW | 新規購入 |
| 47 | WDC | Western Digital CORP | — | EXIT | 全売却 |
| 48 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 49 | SCHM | Schwab US Mid Cap ETF | — | NEW | 新規購入 |
| 50 | VOD | Vodafone Group Plc-sp Adr | — | NEW | 新規購入 |