CIK: 0001673633
申告総資産額
$10.2億
| # | 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 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 44.24% | — | +27.48% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 18.65% | — | -20.39% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 16.32% | -0.06% | -13.33% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 4.93% | — | — | |
| 5 | ✓ | PS Valueline Timeliness Trust | 株式-その他 | 2.48% | — | -6.45% | |
| 6 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.17% | -0.01% | -5.87% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.15% | -0.09% | +0.56% | |
| 8 | ✓ | American Express Company | 株式-その他 | 1.11% | — | +114.14% | |
| 9 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.11% | — | -1.18% | |
| 10 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 1.08% | — | -6.26% | |
| 11 | UA | Under Armour Inc-class C | 株式-一般消費財 | 0.97% | — | — | |
| 12 | CELG | Celgene CORP | 株式-その他 | 0.94% | — | -0.77% | |
| 13 | ✓ | Alphabet Inc. | 株式-その他 | 0.90% | — | +1.23% | |
| 14 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.89% | — | +13.44% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | -5.39% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | -0.01% | -5.96% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +0.51% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | -0.35% | -2.84% | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.27% | — | -93.52% | |
| 20 | ✓ | 株式-その他 | 0.22% | — | -24.96% | ||
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.21% | -0.06% | +0.32% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | State Street SPDR S&P 500 ETF Trust | +8.6% | +27.48% | 増加 |
| 2 | ✓ | American Express Company | +0.5% | +114.14% | 増加 |
| 3 | ✓ | Meta Platforms, Inc. | +0.1% | +13.44% | 増加 |
| 4 | AMZN | Amazon.com INC | 0% | -2.84% | 減少 |
| 5 | VUG | Vanguard Growth ETF | — | +0.32% | 増加 |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | +0.51% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.96% | 減少 |
| 8 | DIS | Walt Disney Co/the | -0.1% | -5.39% | 減少 |
| 9 | ✓ | -0.1% | -24.96% | 減少 | |
| 10 | CELG | Celgene CORP | -0.1% | -0.77% | 減少 |
| 11 | ✓ | Alphabet Inc. | -0.1% | +1.23% | 増加 |
| 12 | GILD | Gilead Sciences INC | -0.2% | -1.18% | 減少 |
| 13 | ONEQ | Fidelity Nasdaq Comp Indx | -0.3% | -5.87% | 減少 |
| 14 | ✓ | PS Valueline Timeliness Trust | -0.3% | -6.45% | 減少 |
| 15 | AAPL | Apple INC | -0.4% | +0.56% | 増加 |
| 16 | UAA | Under Armour Inc-class A | -1.5% | -6.26% | 減少 |
| 17 | IVW | Ishares S&p 500 Growth ETF | -3.3% | -13.33% | 減少 |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | -4% | -93.52% | 減少 |
| 19 | DVY | Ishares Select Dividend ETF | -4.8% | -20.39% | 減少 |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | 新規購入 |
| 21 | UA | Under Armour Inc-class C | — | NEW | 新規購入 |