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 | 6.92% | -2.92% | +21.36% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.69% | -2.07% | -0.01% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.55% | -0.02% | +1.90% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.07% | — | -3.28% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.72% | -1.28% | +1.68% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.66% | — | -1.75% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.37% | +2.70% | NEW | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 4.15% | -0.16% | -0.80% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.40% | -1.23% | — | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.10% | — | +19.34% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.84% | — | -0.61% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.49% | -0.65% | +0.89% | |
| 13 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.31% | -1.49% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.30% | -0.57% | +0.02% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.20% | — | +2.92% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.11% | — | +6.29% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.70% | +0.73% | — | |
| 18 | CRM | Salesforce INC | 株式-IT | 1.65% | — | — | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.61% | — | — | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.60% | -0.11% | -5.84% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.45% | — | -1.29% | |
| 22 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.34% | — | +1.17% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.24% | — | +38.19% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | — | +3.68% | |
| 25 | IEV | Ishares Europe ETF | ETF-その他 | 1.16% | — | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.14% | -0.21% | +2.41% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.12% | — | — | |
| 28 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.10% | — | — | |
| 29 | AAPL | Apple INC | 株式-IT | 0.94% | +0.56% | -5.22% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.92% | — | -10.80% | |
| 31 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.82% | -0.04% | — | |
| 32 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.77% | -0.08% | +0.91% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.76% | — | +2.15% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.74% | — | — | |
| 35 | MBB | Ishares Mbs ETF | ETF-その他 | 0.71% | — | +3.42% | |
| 36 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.67% | — | +0.89% | |
| 37 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.63% | — | — | |
| 38 | ENPH | Enphase Energy INC | 株式-IT | 0.61% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | — | |
| 40 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.53% | — | +2.27% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.51% | — | +3.19% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | +2.42% | +3.82% | |
| 43 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.48% | — | — | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.48% | — | — | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.40% | +0.19% | NEW | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.40% | — | +86.08% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.39% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | +0.38% | -0.25% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.34% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | — | +47.92% |