CIK: 0001519676
申告総資産額
$4.9億
上位200銘柄を表示中（全250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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.66% | — | +4.84% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 6.61% | -1.28% | +0.29% | |
| 3 | PLD | Prologis INC | 株式-不動産 | 4.14% | -2.92% | +0.29% | |
| 4 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.75% | -0.04% | -2.70% | |
| 5 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 3.53% | — | -19.22% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.41% | — | +0.86% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.97% | +0.19% | NEW | |
| 8 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.96% | — | -7.19% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.62% | — | -1.34% | |
| 10 | FINX | Global X Fintech ETF | ETF-テック型 | 2.48% | — | — | |
| 11 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 2.41% | — | — | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.30% | -0.11% | +5.62% | |
| 13 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.13% | — | — | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.10% | -0.21% | +15.69% | |
| 15 | YLCOUSD | Global X Renewable Ener Prod | ETF-その他 | 2.02% | — | — | |
| 16 | USB | US Bancorp | 株式-金融 | 1.28% | — | — | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 1.27% | — | -25.46% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | -0.57% | +3.62% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.18% | — | +1.96% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.12% | +0.56% | +25.88% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.05% | — | +6.96% | |
| 22 | IEV | Ishares Europe ETF | ETF-その他 | 0.99% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | +1.06% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.91% | -0.65% | -0.82% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | +2.42% | +8.74% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.88% | — | +8.43% | |
| 27 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.88% | — | -4.13% | |
| 28 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.86% | -0.08% | +4.33% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | +17.07% | |
| 30 | BX | Blackstone INC | 株式-金融 | 0.68% | — | +1.96% | |
| 31 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.62% | — | -27.97% | |
| 32 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.61% | — | +36.37% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | — | +12.73% | |
| 34 | CLNSEUR | Colony Capital INC | 株式-その他 | 0.59% | — | — | |
| 35 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.59% | — | +193.47% | |
| 36 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.59% | — | +45.50% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | +29.87% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | -2.07% | +38.62% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | — | -20.48% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | — | +60.84% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.51% | — | -3.16% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.48% | — | -0.83% | |
| 43 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.47% | — | — | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.47% | — | +3.73% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.44% | -0.16% | +16.34% | |
| 46 | PSTHUSD | Pershing Square Tontine -a | 株式-その他 | 0.42% | — | — | |
| 47 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.38% | — | +5.52% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | +11.61% | |
| 49 | ARES | Ares Management CORP - A | 株式-金融 | 0.37% | — | +3.57% | |
| 50 | KKR | Kkr & Co INC | 株式-金融 | 0.37% | — | +2.34% |