CIK: 0001528214
申告総資産額
$34.5億
上位200銘柄を表示中（全231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 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 8.83% | — | — | |
| 2 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 3.70% | — | — | |
| 3 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 2.47% | — | -0.65% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 1.96% | — | +12.49% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.90% | -0.10% | — | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.53% | — | +12.45% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.46% | — | — | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.44% | — | +0.07% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.15% | — | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.22% | — | +12.58% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.16% | — | — | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | — | — | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.05% | — | — | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | — | — | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | — | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | — | |
| 19 | ORCL | Oracle CORP | 株式-IT | 0.80% | — | — | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 0.80% | +0.07% | NEW | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | — | — | |
| 22 | SLB | Slb LTD | 株式-エネルギー | 0.78% | — | — | |
| 23 | FISV | Fiserv INC | 株式-その他 | 0.76% | — | — | |
| 24 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.75% | — | — | |
| 25 | T | At&t INC | 株式-通信サービス | 0.74% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | — | |
| 27 | OMC | Omnicom Group | 株式-通信サービス | 0.73% | — | — | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.72% | — | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | — | |
| 30 | INTU | Intuit INC | 株式-IT | 0.70% | — | — | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | — | |
| 32 | PAYX | Paychex INC | 株式-IT | 0.67% | — | — | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.66% | — | — | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.66% | — | +12.73% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | — | +12.64% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.64% | — | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.61% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | — | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | — | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.55% | — | — | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | — | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.52% | — | — | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.50% | — | — | |
| 44 | UTXZ | United Tech CORP | 株式-その他 | 0.50% | — | — | |
| 45 | ACN | Accenture plc | 株式-IT | 0.49% | — | — | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.48% | — | — | |
| 47 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.44% | — | — | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.44% | — | — | |
| 49 | ✓ | Government Pptys Income Tr | 株式-その他 | 0.44% | — | — | |
| 50 | C | Citigroup INC | 株式-金融 | 0.44% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +0.2% | +12.49% | 増加 |
| 2 | SCHA | Schwab US Small-cap ETF | +0.2% | +12.45% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.1% | — | 変化なし |
| 4 | XLE | Ss Energy Select Sector | +0.1% | +12.73% | 増加 |
| 5 | XOM | Exxon Mobil CORP | +0.1% | — | 変化なし |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +12.58% | 増加 |
| 7 | GLD | Spdr Gold Shares | +0.1% | +12.64% | 増加 |
| 8 | ✓ | Government Pptys Income Tr | +0.1% | — | 変化なし |
| 9 | JNJ | Johnson & Johnson | +0.1% | — | 変化なし |
| 10 | HAL | Halliburton Co | +0.1% | — | 変化なし |
| 11 | CVX | Chevron CORP | 0% | — | 変化なし |
| 12 | QTS | Qts Realty Trust Inc-cl A | 0% | — | 変化なし |
| 13 | T | At&t INC | 0% | — | 変化なし |
| 14 | PAYX | Paychex INC | 0% | — | 変化なし |
| 15 | DREUSD | Duke Realty CORP | 0% | — | 変化なし |
| 16 | STAG | Stag Industrial INC | 0% | — | 変化なし |
| 17 | MKSI | Mks INC | 0% | — | 変化なし |
| 18 | ✓ | 0% | — | 変化なし | |
| 19 | CDK | Cdk Global INC | 0% | — | 変化なし |
| 20 | DOCUSD | Physicians Realty Trust | 0% | — | 変化なし |
| 21 | EGP | Eastgroup Properties INC | 0% | — | 変化なし |
| 22 | LTC | Ltc Properties INC | 0% | — | 変化なし |
| 23 | OXY | Occidental Petroleum CORP | 0% | — | 変化なし |
| 24 | SLB | Slb LTD | 0% | — | 変化なし |
| 25 | INTU | Intuit INC | 0% | — | 変化なし |
| 26 | CMCSA | Comcast Corp-class A | 0% | — | 変化なし |
| 27 | FISV | Fiserv INC | 0% | — | 変化なし |
| 28 | VLO | Valero Energy CORP | -0.1% | — | 変化なし |
| 29 | LBTYA | Liberty Global Ltd. | -0.1% | — | 変化なし |
| 30 | TGT | Target CORP | -0.1% | — | 変化なし |
| 31 | CCL1EUR | Carnival CORP LTD | -0.1% | — | 変化なし |
| 32 | ✓ | Delphi Automotive PLC | -0.1% | — | 変化なし |
| 33 | NKE | Nike INC -cl B | -0.1% | — | 変化なし |
| 34 | JWNUSD | Nordstrom INC | -0.1% | — | 変化なし |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | — | 変化なし |
| 36 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 変化なし |
| 37 | MSFT | Microsoft CORP | -0.2% | — | 変化なし |
| 38 | HEDJ | Wisdomtree Europe Hedged Equ | -0.2% | -0.65% | 減少 |
| 39 | AAPL | Apple INC | -0.4% | — | 変化なし |
| 40 | SMHC | VanEck China Semiconductor ETF | — | NEW | 新規購入 |
| 41 | SMHC | VanEck China Semiconductor ETF | — | EXIT | 全売却 |
| 42 | GDXJ | Vaneck Junior Gold Miners | — | NEW | 新規購入 |
| 43 | SMHC | VanEck China Semiconductor ETF | — | EXIT | 全売却 |
| 44 | SPGI | S&p Global INC | — | NEW | 新規購入 |
| 45 | ✓ | — | EXIT | 全売却 | |
| 46 | ITT | ITT Inc. | — | EXIT | 全売却 |
| 47 | ITT | Itt INC | — | NEW | 新規購入 |
| 48 | VFH | Vanguard Financials ETF | — | EXIT | 全売却 |
| 49 | VB | Vanguard Small-cap ETF | — | EXIT | 全売却 |
| 50 | VDE | Vanguard Energy ETF | — | EXIT | 全売却 |