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 | 44.61% | — | +2.43% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 18.31% | — | +2.45% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 14.35% | -0.06% | -11.59% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 5.41% | — | +4.34% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.35% | -0.09% | -3.10% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.33% | -0.02% | — | |
| 7 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.14% | -0.01% | -5.92% | |
| 8 | ✓ | PS Valueline Timeliness Trust | 株式-その他 | 1.92% | — | -20.06% | |
| 9 | ✓ | Alphabet Inc. | 株式-その他 | 1.02% | — | +4.91% | |
| 10 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 1.02% | — | +2.48% | |
| 11 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.00% | — | -0.39% | |
| 12 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.92% | — | -2.48% | |
| 13 | CELG | Celgene CORP | 株式-その他 | 0.89% | — | -6.10% | |
| 14 | UA | Under Armour Inc-class C | 株式-一般消費財 | 0.85% | — | -1.15% | |
| 15 | ✓ | American Express Company | 株式-その他 | 0.49% | — | -63.19% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +1.39% | |
| 17 | ✓ | Ishares Core High Dividend ETF | ETF-その他 | 0.43% | — | — | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | -0.35% | +2.53% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +0.46% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | -0.01% | -4.43% | |
| 21 | ✓ | 株式-その他 | 0.26% | — | — | ||
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.21% | -0.06% | +0.32% | |
| 23 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.15% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Powershares Qqq Trust Ser 1 | +0.5% | +4.34% | 増加 |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.4% | +2.43% | 増加 |
| 3 | AAPL | Apple INC | +0.2% | -3.10% | 減少 |
| 4 | ✓ | Alphabet Inc. | +0.1% | +4.91% | 増加 |
| 5 | ✓ | 0% | — | 変化なし | |
| 6 | AMZN | Amazon.com INC | 0% | +2.53% | 増加 |
| 7 | ✓ | Meta Platforms, Inc. | 0% | -2.48% | 減少 |
| 8 | VOO | Vanguard S&p 500 ETF | — | +0.46% | 増加 |
| 9 | VUG | Vanguard Growth ETF | — | +0.32% | 増加 |
| 10 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | -5.92% | 減少 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.43% | 減少 |
| 12 | DIS | Walt Disney Co/the | 0% | +1.39% | 増加 |
| 13 | CELG | Celgene CORP | -0.1% | -6.10% | 減少 |
| 14 | UAA | Under Armour Inc-class A | -0.1% | +2.48% | 増加 |
| 15 | GILD | Gilead Sciences INC | -0.1% | -0.39% | 減少 |
| 16 | UA | Under Armour Inc-class C | -0.1% | -1.15% | 減少 |
| 17 | DVY | Ishares Select Dividend ETF | -0.3% | +2.45% | 増加 |
| 18 | ✓ | PS Valueline Timeliness Trust | -0.6% | -20.06% | 減少 |
| 19 | ✓ | American Express Company | -0.6% | -63.19% | 減少 |
| 20 | IVW | Ishares S&p 500 Growth ETF | -2% | -11.59% | 減少 |
| 21 | GSLC | Goldman Activebeta US Lc ETF | — | NEW | 新規購入 |
| 22 | ✓ | Ishares Core High Dividend ETF | — | NEW | 新規購入 |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | — | EXIT | 全売却 |
| 24 | ✓ | Costco Wholesale Corporation | — | NEW | 新規購入 |