CIK: 0001143565
申告総資産額
$9.8億
上位200銘柄を表示中（全613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 | 13.07% | -1.23% | +85.10% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.53% | -7.35% | EXIT | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 2.53% | — | +115.08% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.53% | +7.29% | NEW | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.81% | — | -3.66% | |
| 6 | MBB | Ishares Mbs ETF | ETF-その他 | 1.81% | -0.80% | EXIT | |
| 7 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.77% | — | +112.36% | |
| 8 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.77% | — | +101.98% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.53% | — | +67.27% | |
| 10 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 1.44% | — | +586.19% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | — | -15.30% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.30% | — | +32.42% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.30% | +1.99% | NEW | |
| 14 | BAC 7.25 PERP L | Bank Of America CORP | 株式-金融 | 1.18% | — | +131.38% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.15% | — | +14.53% | |
| 16 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.10% | — | -16.22% | |
| 17 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.02% | +0.32% | +87.15% | |
| 18 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 1.01% | — | +24.97% | |
| 19 | DOCU | Docusign INC | 株式-IT | 1.01% | — | +2.13% | |
| 20 | BSX 5.5 06-01-23 A | Boston Scientific CORP | 株式-ヘルスケア | 0.98% | — | +35.52% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.96% | — | +18.62% | |
| 22 | D 7.25 06-01-22 A | Dominion Energy INC | 株式-公益事業 | 0.94% | — | +71.23% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.94% | — | -25.90% | |
| 24 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.94% | +0.96% | +102.74% | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 0.93% | — | +21.07% | |
| 26 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.91% | — | +61.33% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.87% | — | +12226.79% | |
| 28 | ROKU | Roku INC | 株式-通信サービス | 0.86% | — | +9.27% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | -0.34% | +40.92% | |
| 30 | ZM | Zoom Communications INC | 株式-IT | 0.84% | — | +2.20% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.84% | +0.56% | +77.37% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.83% | — | +25.51% | |
| 33 | RNG | Ringcentral Inc-class A | 株式-IT | 0.81% | — | +0.01% | |
| 34 | NEE 4.872 09-01-22 | Nextera Energy INC | 株式-公益事業 | 0.81% | — | — | |
| 35 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.77% | — | +67.60% | |
| 36 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.77% | +0.79% | +68.29% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.76% | — | +108.63% | |
| 38 | SWK 5.25 11-15-22 | Stanley Black & Decker I | 株式-資本財 | 0.75% | — | +250.20% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | -7.50% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | -34.18% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | -32.66% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.71% | — | +14.67% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.71% | — | -86.03% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | -0.26% | +281.82% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.65% | — | — | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | -0.23% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | — | -5.29% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | — | -36.26% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | -23.18% | |
| 50 | XYZ | Block INC | 株式-金融 | 0.59% | — | +74.87% |
| # | 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 | +5.2% | +85.10% | 増加 |
| 2 | HYLB | Xtrackers Usd High Yield Cor | +1.2% | +586.19% | 増加 |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | +1.1% | +115.16% | 増加 |
| 4 | BND | Vanguard Total Bond Market | +1.1% | +115.08% | 増加 |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | +1.1% | +115.38% | 増加 |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.9% | +12226.79% | 増加 |
| 7 | MBB | Ishares Mbs ETF | +0.8% | +117.49% | 増加 |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.8% | +112.36% | 増加 |
| 9 | QYLD | Global X Nasd 100 Cov Call | +0.7% | +101.98% | 増加 |
| 10 | BAC 7.25 PERP L | Bank Of America CORP | +0.6% | +131.38% | 増加 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +67.27% | 増加 |
| 12 | SWK 5.25 11-15-22 | Stanley Black & Decker I | +0.5% | +250.20% | 増加 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.5% | +281.82% | 増加 |
| 14 | MCD | Mcdonald's CORP | +0.4% | +3586.82% | 増加 |
| 15 | WFC 7.5 PERP L | Wells Fargo & Company | +0.4% | +102.74% | 増加 |
| 16 | PFFD | Global X US Preferred ETF | +0.4% | +87.15% | 増加 |
| 17 | LMT | Lockheed Martin CORP | +0.4% | +1614.97% | 増加 |
| 18 | SEDG | Solaredge Technologies INC | +0.4% | +137.73% | 増加 |
| 19 | XYZ | Block INC | +0.3% | +74.87% | 増加 |
| 20 | VCIT | Vanguard Int-term Corporate | +0.3% | +57.76% | 増加 |
| 21 | ZM | Zoom Communications INC | +0.3% | +2.20% | 増加 |
| 22 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +77.37% | 増加 |
| 23 | D 7.25 06-01-22 A | Dominion Energy INC | +0.3% | +71.23% | 増加 |
| 24 | ROKU | Roku INC | +0.3% | +9.27% | 増加 |
| 25 | LULU | Lululemon Athletica INC | +0.3% | +61.33% | 増加 |
| 26 | MSFT | Microsoft CORP | +0.2% | +32.42% | 増加 |
| 27 | SBUX | Starbucks CORP | -0.5% | -99.55% | 減少 |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | -0.5% | -36.26% | 減少 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -46.31% | 減少 |
| 30 | V | Visa Inc-class A Shares | -0.6% | -34.18% | 減少 |
| 31 | EA | Electronic Arts INC | -0.6% | -92.89% | 減少 |
| 32 | NVDA | Nvidia CORP | -0.6% | -72.43% | 減少 |
| 33 | ACN | Accenture plc | -0.6% | -60.32% | 減少 |
| 34 | AAPL | Apple INC | -0.6% | +108.63% | 増加 |
| 35 | ABT | Abbott Laboratories | -0.7% | -81.37% | 減少 |
| 36 | WMT | Walmart INC | -0.7% | -99.25% | 減少 |
| 37 | IEF | Ishares 7-10 Year Treasury B | -5.5% | -86.03% | 減少 |
| 38 | CCI 6.875 08-01-20 A | Crown Castle Intl CORP | — | EXIT | 全売却 |
| 39 | AVGO 8 09-30-22 A | Broadcom INC | — | EXIT | 全売却 |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | 新規購入 |
| 41 | CRWD | Crowdstrike Holdings INC - A | — | NEW | 新規購入 |
| 42 | RH | Rh | — | NEW | 新規購入 |
| 43 | KGC | Kinross Gold CORP | — | NEW | 新規購入 |
| 44 | WORK | Slack Technologies Inc- Cl A | — | EXIT | 全売却 |
| 45 | ✓ | Horizon Therapeutics PLC | — | NEW | 新規購入 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 47 | TAIL | Cambria Tail Risk ETF | — | NEW | 新規購入 |
| 48 | FMC | Fmc CORP | — | NEW | 新規購入 |
| 49 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | — | EXIT | 全売却 |
| 50 | ✓ | Amarin Corp PLC | — | EXIT | 全売却 |