CIK: 0001456048
申告総資産額
$65.3億
上位200銘柄を表示中（全1965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 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.41% | — | +6.78% | |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 7.41% | — | -22.95% | |
| 3 | OSVEUR | Vaneck Vectors Oil Services | ETF-その他 | 5.54% | — | +12.74% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.52% | -1.13% | +10.88% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.70% | +0.15% | +28.53% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.49% | +2.39% | +247.41% | |
| 7 | UBS | UBS Group AG | 株式-金融 | 4.47% | — | +10.06% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.16% | — | +15.32% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.95% | -0.04% | +10.63% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.23% | — | +27.15% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.89% | -0.08% | -3.23% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.59% | — | +2.28% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.33% | — | +60.36% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.21% | -0.12% | +26.80% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | -0.04% | +23.53% | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.85% | — | -93.43% | |
| 17 | CELG | Celgene CORP | 株式-その他 | 0.84% | — | +1144.24% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.08% | +46.64% | |
| 19 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.74% | — | +1284.92% | |
| 20 | LKQ | Lkq CORP | 株式-一般消費財 | 0.70% | — | +69401.42% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | +24.55% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.37% | +17.17% | |
| 23 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 0.61% | — | +7.35% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | +0.06% | +8.20% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | +0.09% | +24.77% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | -0.06% | +40.11% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | -0.07% | +2.59% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | -0.12% | +11.42% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | — | +69.20% | |
| 30 | FXB | Invesco Currencyshares Briti | ETF-その他 | 0.34% | — | — | |
| 31 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.31% | — | +1.37% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | — | +292.97% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | +8.97% | |
| 34 | TNET | Trinet Group INC | 株式-その他 | 0.26% | — | — | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.26% | — | +15.01% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.25% | — | +27.37% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.25% | — | +17.26% | |
| 38 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 0.25% | — | — | |
| 39 | SO | Southern Co/the | 株式-公益事業 | 0.25% | — | +2567.12% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.24% | — | -2.36% | |
| 41 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.24% | — | +0.04% | |
| 42 | ABMDEUR | Abiomed INC | 株式-その他 | 0.24% | — | +580.26% | |
| 43 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.23% | — | — | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.22% | — | +9.08% | |
| 45 | CXW | Corecivic INC | 株式-その他 | 0.22% | — | +0.02% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | — | +26.11% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | +0.04% | +10.55% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.22% | — | +1.39% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.21% | — | +31.44% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.21% | — | +43.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +3.1% | +247.41% | 増加 |
| 2 | OSVEUR | Vaneck Vectors Oil Services | +0.9% | +12.74% | 増加 |
| 3 | CELG | Celgene CORP | +0.8% | +1144.24% | 増加 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.7% | +6.78% | 増加 |
| 5 | LKQ | Lkq CORP | +0.7% | +69401.42% | 増加 |
| 6 | LOW | Lowe's Cos INC | +0.7% | +1284.92% | 増加 |
| 7 | KO | Coca-cola Co/the | +0.6% | +27.15% | 増加 |
| 8 | IWF | Ishares Russell 1000 Growth | +0.6% | +10.88% | 増加 |
| 9 | UBS | UBS Group AG | +0.5% | +10.06% | 増加 |
| 10 | UPS | United Parcel Service-cl B | +0.5% | +60.36% | 増加 |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +28.53% | 増加 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +15.32% | 増加 |
| 13 | AAPL | Apple INC | +0.3% | +26.80% | 増加 |
| 14 | AMZN | Amazon.com INC | +0.3% | +46.64% | 増加 |
| 15 | SO | Southern Co/the | +0.2% | +2567.12% | 増加 |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +292.97% | 増加 |
| 17 | ABMDEUR | Abiomed INC | +0.2% | +580.26% | 増加 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +23.53% | 増加 |
| 19 | HN9 | Hanesbrands INC | +0.2% | +26151.30% | 増加 |
| 20 | VT | Vanguard Tot World Stk ETF | +0.2% | +10.63% | 増加 |
| 21 | ROL | Rollins INC | +0.2% | +7351.29% | 増加 |
| 22 | HD | Home Depot INC | +0.2% | +24.55% | 増加 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +40.11% | 増加 |
| 24 | CSCO | Cisco Systems INC | +0.1% | +69.20% | 増加 |
| 25 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | +0.1% | +7.35% | 増加 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | +24.77% | 増加 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +2.59% | 増加 |
| 28 | DAL | Delta Air Lines INC | +0.1% | +202.31% | 増加 |
| 29 | MSFT | Microsoft CORP | +0.1% | +17.17% | 増加 |
| 30 | MNST | Monster Beverage CORP | +0.1% | +4739.72% | 増加 |
| 31 | WFC | Wells Fargo & Co | +0.1% | +85.17% | 増加 |
| 32 | IWD | Ishares Russell 1000 Value E | +0.1% | +106.97% | 増加 |
| 33 | MCK | Mckesson CORP | +0.1% | +641.21% | 増加 |
| 34 | COR | Cencora INC | -0.1% | -89.63% | 減少 |
| 35 | ADI | Analog Devices INC | -0.1% | -70.92% | 減少 |
| 36 | PNR | Pentair plc | -0.6% | -99.41% | 減少 |
| 37 | DXJ | Wisdomtree Japan Hedged Eq | -3.1% | -22.95% | 減少 |
| 38 | EZU | Ishares Msci Eurozone ETF | -13.5% | -93.43% | 減少 |
| 39 | FXB | Invesco Currencyshares Briti | — | NEW | 新規購入 |
| 40 | TNET | Trinet Group INC | — | NEW | 新規購入 |
| 41 | AXS | AXIS Capital Holdings Limited | — | NEW | 新規購入 |
| 42 | GBDC | Golub Capital Bdc INC | — | NEW | 新規購入 |
| 43 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 44 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 45 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | — | NEW | 新規購入 |
| 47 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 48 | ✓ | Powershares ETF Tr Ii | — | EXIT | 全売却 |
| 49 | VRP | Invesco Variable Rate Prefer | — | NEW | 新規購入 |
| 50 | GTHXEUR | G1 Therapeutics INC | — | NEW | 新規購入 |