CIK: 0001519676
申告総資産額
$4.9億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.53% | — | -16.41% | |
| 2 | PLD | Prologis INC | 株式-不動産 | 5.27% | -2.92% | -0.16% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.84% | -1.28% | -7.78% | |
| 4 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 3.68% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 3.47% | +0.56% | +2.76% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -0.16% | +12.12% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.60% | +2.42% | +1877.91% | |
| 8 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.57% | — | -0.99% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.43% | — | -0.19% | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.22% | — | — | |
| 11 | ICLN | Ishares Global Clean Energy | ETF-その他 | 2.15% | — | +116.40% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.01% | -0.57% | +4.33% | |
| 13 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.96% | -0.04% | -40.56% | |
| 14 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.90% | — | — | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 1.88% | — | — | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.84% | — | -12.54% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.82% | — | +2.17% | |
| 18 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 1.79% | — | +165.62% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.79% | -0.65% | -3.95% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.76% | — | -3.41% | |
| 21 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.70% | — | +172.07% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.54% | — | +0.71% | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.54% | -0.11% | -1.20% | |
| 24 | IEV | Ishares Europe ETF | ETF-その他 | 1.50% | — | -16.28% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.50% | -0.21% | -35.90% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.37% | +0.19% | NEW | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.25% | — | -5.29% | |
| 28 | FINX | Global X Fintech ETF | ETF-テック型 | 1.24% | — | +166.78% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.23% | — | -68.96% | |
| 30 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.18% | — | — | |
| 31 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.00% | — | -1.48% | |
| 32 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.98% | — | -3.91% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.91% | — | -5.80% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.90% | — | -7.83% | |
| 35 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.88% | — | — | |
| 36 | MBB | Ishares Mbs ETF | ETF-その他 | 0.87% | — | -9.28% | |
| 37 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.76% | — | -5.67% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.70% | — | — | |
| 39 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.69% | -0.08% | -6.07% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.64% | — | -15.60% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.64% | — | -9.19% | |
| 42 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.61% | — | -10.74% | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.60% | — | -1.44% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | +0.46% | +85.08% | |
| 45 | WY | Weyerhaeuser Co | 株式-不動産 | 0.39% | — | -3.50% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.39% | — | +216.31% | |
| 47 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.36% | — | -2.06% | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.34% | — | -6.51% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | -1.14% | — | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | — | +177.88% |