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 | 13.29% | -2.92% | -13.94% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.36% | — | -3.44% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.38% | -1.28% | +4.84% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.32% | -0.16% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.01% | -2.07% | -1.10% | |
| 6 | CRM | Salesforce INC | 株式-IT | 3.99% | — | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.54% | — | +16.16% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.48% | -0.57% | -1.50% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.35% | — | — | |
| 10 | ICLN | Ishares Global Clean Energy | ETF-その他 | 3.11% | — | — | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.66% | -0.65% | +7.55% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.61% | — | +8.20% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 2.55% | +0.46% | +560.27% | |
| 14 | FINX | Global X Fintech ETF | ETF-テック型 | 2.51% | — | -6.27% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.05% | -0.11% | +4.24% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.02% | — | — | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.90% | — | +5.18% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.87% | +0.73% | +11.71% | |
| 19 | IEV | Ishares Europe ETF | ETF-その他 | 1.67% | — | — | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.39% | — | -1.43% | |
| 21 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.24% | — | -5.96% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.18% | — | +46.53% | |
| 23 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.15% | -0.04% | -18.96% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.05% | — | +80.91% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | — | -4.00% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.02% | +0.56% | -20.85% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.98% | -0.21% | +2.31% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | — | -14.24% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.91% | — | +5.20% | |
| 30 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.90% | — | -22.25% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.87% | — | +39.90% | |
| 32 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.86% | -0.08% | +4.11% | |
| 33 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.77% | — | -7.46% | |
| 34 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.73% | — | +5.94% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.61% | — | +20.60% | |
| 36 | MBB | Ishares Mbs ETF | ETF-その他 | 0.59% | — | -22.91% | |
| 37 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.59% | — | -7.17% | |
| 38 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.59% | — | +2.54% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.57% | +0.19% | NEW | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.54% | — | +5.62% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.46% | — | +24.88% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | +2.42% | -12.82% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.38% | — | +88.64% | |
| 44 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.33% | — | -48.83% | |
| 45 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.32% | — | — | |
| 46 | WY | Weyerhaeuser Co | 株式-不動産 | 0.31% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.31% | +0.38% | -14.19% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | — | |
| 49 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.29% | — | -14.65% | |
| 50 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.28% | — | — |