CIK: 0001438574
申告総資産額
$2.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 10.03% | -0.76% | +1.32% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 9.92% | +0.18% | +16.30% | |
| 3 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 4.89% | -0.07% | -10.68% | |
| 4 | AAVM | Alpha Architect Global Facto | ETF-その他 | 4.71% | — | -13.14% | |
| 5 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 4.48% | +0.42% | +2.59% | |
| 6 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 3.34% | +0.32% | -27.93% | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 3.17% | -0.16% | +5.82% | |
| 8 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 2.87% | — | +25.06% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.67% | — | +7.20% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | -0.23% | +2820.02% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.17% | — | +38.74% | |
| 12 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 2.13% | — | +3.69% | |
| 13 | FPF | First Tr Interm Dur & INC | 株式-その他 | 2.04% | — | +2.77% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.67% | -0.25% | +1.51% | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 1.64% | -0.36% | +1.45% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.59% | +0.21% | — | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | — | +6.02% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -0.46% | +2.45% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.51% | — | +3.25% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.48% | +0.32% | -6.67% | |
| 21 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.48% | — | -1.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | -0.19% | -1.00% | |
| 23 | ✓ | Istar INC | 株式-その他 | 1.44% | — | +6.68% | |
| 24 | AVDE | Avantis International Equity | ETF-その他 | 1.44% | +0.08% | — | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.39% | -0.17% | +35.26% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.38% | — | +6.86% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.33% | -0.22% | +3.94% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | -0.06% | +2.43% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.16% | -0.14% | — | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | -0.31% | -0.20% | |
| 31 | RPT 7.25 04-30-24 | Great Ajax CORP | 株式-その他 | 1.03% | — | -0.33% | |
| 32 | GM | General Motors Co | 株式-一般消費財 | 0.95% | — | +3.91% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.87% | -0.04% | +2.51% | |
| 34 | AZO | Autozone INC | 株式-一般消費財 | 0.86% | — | — | |
| 35 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.77% | — | +4.67% | |
| 36 | HTZ | Hertz Global Hldgs INC | 株式-その他 | 0.71% | — | +1.27% | |
| 37 | C | Citigroup INC | 株式-金融 | 0.65% | — | +13.06% | |
| 38 | JRI | Nuveen Real Asset INC & Grw | 株式-その他 | 0.65% | +0.53% | NEW | |
| 39 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.61% | — | — | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.05% | — | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.55% | — | — | |
| 42 | SYSB | Ishares Systematic Bond ETF | ETF-その他 | 0.54% | — | -12.15% | |
| 43 | FDX | Fedex CORP | 株式-資本財 | 0.51% | +0.05% | +11.61% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | -0.06% | +5.95% | |
| 45 | XHNWX | Pioneer Diversified High | 株式-その他 | 0.48% | — | +6.17% | |
| 46 | HTZWW | Hertz Global Hldgs INC -cw51 | 株式-その他 | 0.46% | — | — | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | -8.39% | |
| 48 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.45% | — | — | |
| 49 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.43% | — | +196.00% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | — | — |