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 | 47.25% | — | +11.56% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 9.98% | -0.06% | -24.42% | |
| 3 | ✓ | 株式-その他 | 7.88% | — | — | ||
| 4 | DVY | Ishares Select Dividend ETF | ETF-その他 | 6.63% | — | -61.87% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.63% | — | — | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 5.25% | — | +5.83% | |
| 7 | ✓ | Ishares Core Dividend Growth | 株式-その他 | 2.63% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 2.25% | -0.09% | +1.79% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.23% | -0.02% | +2.20% | |
| 10 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.09% | -0.01% | +4.84% | |
| 11 | ✓ | PS Valueline Timeliness Trust | 株式-その他 | 1.87% | — | +2.66% | |
| 12 | ✓ | Alphabet Inc. | 株式-その他 | 0.93% | — | -0.12% | |
| 13 | VFIAX | Vanguard 500 Index-adm | 株式-その他 | 0.68% | — | — | |
| 14 | CELG | Celgene CORP | 株式-その他 | 0.62% | — | -31.05% | |
| 15 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.62% | — | -18.26% | |
| 16 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.60% | — | -27.39% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +6.78% | |
| 18 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.37% | — | -47.01% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | -0.35% | +21.86% | |
| 20 | UA | Under Armour Inc-class C | 株式-一般消費財 | 0.31% | — | -46.26% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | -0.01% | +5.89% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.28% | — | +0.61% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.19% | -0.06% | +0.48% | |
| 24 | ✓ | 株式-その他 | 0.15% | — | -42.66% | ||
| 25 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.14% | — | +0.30% | |
| 26 | VQNPX | Vanguard Growth & Income-inv | 株式-その他 | 0.14% | — | — | |
| 27 | ✓ | Ishares Core High Dividend ETF | ETF-その他 | 0.14% | — | -64.71% |
| # | 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 | +2.6% | +11.56% | 増加 |
| 2 | DIS | Walt Disney Co/the | 0% | +6.78% | 増加 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.89% | 増加 |
| 4 | AMZN | Amazon.com INC | — | +21.86% | 増加 |
| 5 | VOO | Vanguard S&p 500 ETF | 0% | +0.61% | 増加 |
| 6 | ✓ | Costco Wholesale Corporation | 0% | +0.30% | 増加 |
| 7 | VUG | Vanguard Growth ETF | 0% | +0.48% | 増加 |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | -0.1% | +4.84% | 増加 |
| 9 | ✓ | PS Valueline Timeliness Trust | -0.1% | +2.66% | 増加 |
| 10 | AAPL | Apple INC | -0.1% | +1.79% | 増加 |
| 11 | GSLC | Goldman Activebeta US Lc ETF | -0.1% | +2.20% | 増加 |
| 12 | ✓ | Alphabet Inc. | -0.1% | -0.12% | 減少 |
| 13 | ✓ | -0.1% | -42.66% | 減少 | |
| 14 | ✓ | Powershares Qqq Trust Ser 1 | -0.2% | +5.83% | 増加 |
| 15 | CELG | Celgene CORP | -0.3% | -31.05% | 減少 |
| 16 | ✓ | Ishares Core High Dividend ETF | -0.3% | -64.71% | 減少 |
| 17 | ✓ | Meta Platforms, Inc. | -0.3% | -18.26% | 減少 |
| 18 | GILD | Gilead Sciences INC | -0.4% | -27.39% | 減少 |
| 19 | UA | Under Armour Inc-class C | -0.5% | -46.26% | 減少 |
| 20 | UAA | Under Armour Inc-class A | -0.7% | -47.01% | 減少 |
| 21 | IVW | Ishares S&p 500 Growth ETF | -4.4% | -24.42% | 減少 |
| 22 | DVY | Ishares Select Dividend ETF | -11.7% | -61.87% | 減少 |
| 23 | ✓ | — | NEW | 新規購入 | |
| 24 | IVE | Ishares S&p 500 Value ETF | — | NEW | 新規購入 |
| 25 | ✓ | Ishares Core Dividend Growth | — | NEW | 新規購入 |
| 26 | VFIAX | Vanguard 500 Index-adm | — | NEW | 新規購入 |
| 27 | ✓ | American Express Company | — | EXIT | 全売却 |
| 28 | VQNPX | Vanguard Growth & Income-inv | — | NEW | 新規購入 |