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 | PLD | Prologis INC | 株式-不動産 | 10.79% | -2.92% | +24.49% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.94% | — | +5.64% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.29% | -1.28% | -14.36% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.15% | -0.16% | +1.74% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.72% | -2.07% | -1.34% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.80% | -0.57% | — | |
| 7 | CRM | Salesforce INC | 株式-IT | 2.65% | — | -1.23% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.56% | — | +50.66% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.54% | — | -0.28% | |
| 10 | ICLN | Ishares Global Clean Energy | ETF-その他 | 2.34% | — | +1.61% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.25% | — | -2.90% | |
| 12 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.11% | — | — | |
| 13 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.00% | -0.04% | -17.35% | |
| 14 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 1.96% | — | — | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.85% | -0.65% | -22.72% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.80% | — | -0.13% | |
| 17 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.61% | -0.11% | -18.77% | |
| 18 | FINX | Global X Fintech ETF | ETF-テック型 | 1.45% | — | — | |
| 19 | IEV | Ishares Europe ETF | ETF-その他 | 1.33% | — | — | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.26% | — | -18.15% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.20% | -0.21% | -26.55% | |
| 22 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.19% | — | -46.40% | |
| 23 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.18% | — | -59.19% | |
| 24 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.06% | — | — | |
| 25 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.02% | — | -24.04% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.95% | — | -12.48% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | — | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.90% | — | -35.18% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.73% | — | — | |
| 30 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.69% | — | -32.15% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | +2.42% | +10.25% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.65% | +0.19% | NEW | |
| 33 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.65% | -0.08% | -17.89% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.62% | — | -37.08% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.60% | +0.56% | -22.78% | |
| 36 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.55% | — | -49.27% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | +0.46% | -5.17% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.53% | — | -14.53% | |
| 39 | MBB | Ishares Mbs ETF | ETF-その他 | 0.50% | — | +119.10% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.49% | — | -77.83% | |
| 41 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.48% | — | -9.29% | |
| 42 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.45% | — | -49.96% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | -1.14% | -6.96% | |
| 44 | DDOG | Datadog INC - Class A | 株式-IT | 0.38% | — | +25.97% | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.38% | — | -5.30% | |
| 46 | SYK | Stryker CORP | 株式-ヘルスケア | 0.37% | — | -5.61% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.37% | — | +36.54% | |
| 48 | ENTG | Entegris INC | 株式-IT | 0.36% | — | +52.58% | |
| 49 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.36% | — | — | |
| 50 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.36% | — | -5.22% |