CIK: 0001143565
申告総資産額
$9.8億
上位200銘柄を表示中（全517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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.86% | -1.23% | +78.16% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.17% | — | +17.72% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | — | -16.39% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.84% | — | +202.19% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.42% | -7.35% | EXIT | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 1.42% | — | +28.91% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.42% | +7.29% | NEW | |
| 8 | CCI 6.875 08-01-20 A | Crown Castle Intl CORP | 株式-不動産 | 1.42% | — | +33.09% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.38% | — | +21.39% | |
| 10 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.38% | — | — | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.34% | — | +102.98% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.29% | — | +48.04% | |
| 13 | AMT | American Tower CORP | 株式-不動産 | 1.29% | — | -8.09% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.21% | — | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.15% | — | -22.15% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.13% | — | -61.90% | |
| 17 | AVGO 8 09-30-22 A | Broadcom INC | 株式-IT | 1.09% | — | +211.92% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.07% | +0.30% | -84.74% | |
| 19 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.03% | — | +753.41% | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.02% | — | +30.73% | |
| 21 | RNG | Ringcentral Inc-class A | 株式-IT | 1.01% | — | +53.93% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 1.01% | -0.80% | EXIT | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.99% | +1.99% | NEW | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.99% | — | +17.68% | |
| 25 | ACN | Accenture plc | 株式-IT | 0.95% | — | +898.49% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | — | +3154.50% | |
| 27 | DOCU | Docusign INC | 株式-IT | 0.95% | — | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.87% | +0.24% | +8.49% | |
| 29 | NEE 4.872 09-01-22 | Nextera Energy INC | 株式-公益事業 | 0.87% | — | — | |
| 30 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.85% | — | — | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.84% | — | +164.50% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | +30.02% | |
| 33 | BSX 5.5 06-01-23 A | Boston Scientific CORP | 株式-ヘルスケア | 0.82% | — | — | |
| 34 | T | At&t INC | 株式-通信サービス | 0.80% | — | — | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.80% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | +105.90% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.77% | — | — | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.76% | — | -22.45% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.74% | — | — | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | +0.41% | — | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.71% | — | — | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | — | — | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | — | +45.31% | |
| 44 | SHOP | Shopify INC - Class A | 株式-IT | 0.67% | — | -42.64% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | — | |
| 46 | D 7.25 06-01-22 A | Dominion Energy INC | 株式-公益事業 | 0.66% | — | -24.04% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.66% | — | — | |
| 48 | INTC | Intel CORP | 株式-IT | 0.65% | — | +112.12% | |
| 49 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.65% | — | -12.07% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.34% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.7% | +78.16% | 増加 |
| 2 | JNJ | Johnson & Johnson | +1% | +202.19% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.9% | +3154.50% | 増加 |
| 4 | QYLD | Global X Nasd 100 Cov Call | +0.9% | +753.41% | 増加 |
| 5 | ACN | Accenture plc | +0.9% | +898.49% | 増加 |
| 6 | AVGO 8 09-30-22 A | Broadcom INC | +0.7% | +211.92% | 増加 |
| 7 | MA | Mastercard INC - A | +0.6% | +102.98% | 増加 |
| 8 | NOW | Servicenow INC | +0.5% | +2282.73% | 増加 |
| 9 | EA | Electronic Arts INC | +0.5% | +544.21% | 増加 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +2318.97% | 増加 |
| 11 | NFLX | Netflix INC | +0.5% | +164.50% | 増加 |
| 12 | RNG | Ringcentral Inc-class A | +0.3% | +53.93% | 増加 |
| 13 | AAPL | Apple INC | +0.3% | +21.39% | 増加 |
| 14 | V | Visa Inc-class A Shares | +0.3% | +48.04% | 増加 |
| 15 | CCI 6.875 08-01-20 A | Crown Castle Intl CORP | +0.2% | +33.09% | 増加 |
| 16 | HYLB | Xtrackers Usd High Yield Cor | -0.7% | -66.57% | 減少 |
| 17 | GOOGL | Alphabet Inc-cl A | -0.9% | -78.24% | 減少 |
| 18 | IEF | Ishares 7-10 Year Treasury B | -1.2% | +17.72% | 増加 |
| 19 | NLYEUR | Annaly Capital Management In | -1.4% | -95.95% | 減少 |
| 20 | AGNC | Agnc Investment CORP | -1.6% | -96.97% | 減少 |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | -3.1% | -61.90% | 減少 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -7.2% | -84.74% | 減少 |
| 23 | DPZ | Domino's Pizza INC | — | NEW | 新規購入 |
| 24 | VZ | Verizon Communications INC | — | NEW | 新規購入 |
| 25 | DOCU | Docusign INC | — | NEW | 新規購入 |
| 26 | TDOC | Teladoc Health INC | — | NEW | 新規購入 |
| 27 | BSX 5.5 06-01-23 A | Boston Scientific CORP | — | NEW | 新規購入 |
| 28 | T | At&t INC | — | NEW | 新規購入 |
| 29 | ABT | Abbott Laboratories | — | NEW | 新規購入 |
| 30 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 31 | MS | Morgan Stanley | — | NEW | 新規購入 |
| 32 | WMT | Walmart INC | — | NEW | 新規購入 |
| 33 | PFE | Pfizer INC | — | NEW | 新規購入 |
| 34 | LOW | Lowe's Cos INC | — | NEW | 新規購入 |
| 35 | ABBV | Abbvie INC | — | NEW | 新規購入 |
| 36 | BLKCHF | Blackrock INC | — | NEW | 新規購入 |
| 37 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 38 | SVXY | Proshares Short Vix St Futur | — | EXIT | 全売却 |
| 39 | VEEV | Veeva Systems Inc-class A | — | NEW | 新規購入 |
| 40 | OKTA | Okta INC | — | NEW | 新規購入 |
| 41 | SHW | Sherwin-williams Co/the | — | NEW | 新規購入 |
| 42 | SO | Southern Co/the | — | NEW | 新規購入 |
| 43 | GS | Goldman Sachs Group INC | — | NEW | 新規購入 |
| 44 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | 全売却 |
| 45 | SWK 5.375 05-15-20 | Stanley Black & Decker I | — | EXIT | 全売却 |
| 46 | CVX | Chevron CORP | — | NEW | 新規購入 |
| 47 | SRE | Sempra | — | NEW | 新規購入 |
| 48 | FNV | Franco-nevada CORP | — | NEW | 新規購入 |
| 49 | BBY | Best Buy Co INC | — | NEW | 新規購入 |
| 50 | ALL | Allstate CORP | — | NEW | 新規購入 |