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 | 7.69% | — | -10.41% | |
| 2 | PLD | Prologis INC | 株式-不動産 | 5.69% | -2.92% | +0.16% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.67% | -1.28% | -18.38% | |
| 4 | BP | Bp Plc-spons Adr | 株式-エネルギー | 3.97% | — | — | |
| 5 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.98% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.87% | -0.16% | -5.44% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.57% | -0.57% | +0.62% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | +2.42% | +1.75% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.52% | — | — | |
| 10 | ICLN | Ishares Global Clean Energy | ETF-その他 | 2.52% | — | — | |
| 11 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.38% | -0.04% | — | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.34% | -0.65% | +11.32% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.20% | — | +2.84% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.03% | — | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.99% | — | -1.19% | |
| 16 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.99% | — | — | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.94% | — | — | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.74% | -0.11% | -2.71% | |
| 19 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 1.74% | — | — | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.71% | — | +118.71% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.62% | — | -8.84% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.59% | -0.21% | — | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.49% | — | +90.58% | |
| 24 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.31% | — | +25.27% | |
| 25 | FINX | Global X Fintech ETF | ETF-テック型 | 1.29% | — | -0.14% | |
| 26 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.28% | — | -11.93% | |
| 27 | IEV | Ishares Europe ETF | ETF-その他 | 1.20% | — | -32.73% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.20% | — | -4.65% | |
| 29 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.15% | — | — | |
| 30 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.14% | — | — | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.04% | — | -7.42% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.99% | — | +7.07% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.82% | — | -18.11% | |
| 34 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.81% | -0.08% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.72% | — | -45.43% | |
| 36 | MBB | Ishares Mbs ETF | ETF-その他 | 0.70% | — | -26.03% | |
| 37 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.65% | — | — | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.65% | +0.19% | NEW | |
| 39 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.62% | — | -4.94% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | +0.46% | +5.50% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.56% | — | +63.82% | |
| 42 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.55% | — | -27.12% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.52% | +0.56% | -86.02% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.47% | — | +5.95% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | -1.14% | +0.78% | |
| 46 | APH | Amphenol Corp-cl A | 株式-IT | 0.42% | — | +5.96% | |
| 47 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.38% | — | +6.69% | |
| 48 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.36% | — | +5.75% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.33% | — | -57.27% | |
| 50 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.33% | — | +6.39% |