CIK: 0001536037
申告総資産額
$3.2億
上位200銘柄を表示中（全303銘柄）
| # | 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 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.20% | +0.13% | +680.55% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.99% | +0.21% | +17491.27% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 2.48% | — | +1051.96% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.44% | -2.44% | EXIT | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.39% | — | +12.08% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.11% | +0.47% | +107.92% | |
| 7 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 1.97% | -1.92% | — | |
| 8 | AAPL | Apple INC | 株式-IT | 1.96% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.88% | — | +67.25% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.87% | -0.30% | +322.21% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.71% | — | +98.98% | |
| 12 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 1.67% | +0.15% | — | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | — | +61.45% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.59% | — | +94.40% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.54% | — | +65.91% | |
| 16 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.39% | — | +164.88% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.39% | +0.14% | +124.36% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.37% | — | +140.02% | |
| 19 | BRKR | Bruker CORP | 株式-ヘルスケア | 1.35% | +0.20% | +112.72% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.28% | — | +153.26% | |
| 21 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.24% | -1.21% | +469.91% | |
| 22 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.22% | -1.18% | +1196.94% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.20% | — | +55.84% | |
| 24 | HXL | Hexcel CORP | 株式-資本財 | 1.17% | — | +94.20% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.15% | — | +117.67% | |
| 26 | CSL | Carlisle Cos INC | 株式-資本財 | 1.12% | — | +127.83% | |
| 27 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.09% | — | +132.66% | |
| 28 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 1.07% | — | — | |
| 29 | SLB | Slb LTD | 株式-エネルギー | 1.03% | -1.00% | — | |
| 30 | ✓ | 株式-その他 | 1.01% | — | +84.31% | ||
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.01% | — | +16813.77% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.00% | — | +16719.35% | |
| 33 | ✓ | Powershares | 株式-その他 | 1.00% | -0.99% | +1263.09% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.99% | — | +112.57% | |
| 35 | GOOG | Alphabet A | 株式-通信サービス | 0.98% | — | +0.33% | |
| 36 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.98% | — | +75.91% | |
| 37 | ✓ | 株式-その他 | 0.97% | -0.96% | +295.18% | ||
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | — | +57.43% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.95% | — | — | |
| 40 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.95% | -0.92% | +3358.70% | |
| 41 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.93% | — | +72.58% | |
| 42 | ✓ | Whole Foods Mkt INC | 株式-その他 | 0.93% | -0.22% | +76.09% | |
| 43 | BAX | Baxter International INC | 株式-ヘルスケア | 0.93% | — | — | |
| 44 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.89% | — | — | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.89% | — | +64.70% | |
| 46 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.86% | — | +72.74% | |
| 47 | EBAY | Ebay INC | 株式-一般消費財 | 0.86% | +0.50% | +122.46% | |
| 48 | ETN | Eaton Corporation plc | 株式-資本財 | 0.84% | -0.81% | +83.91% | |
| 49 | PII | Polaris INC | 株式-一般消費財 | 0.83% | — | — | |
| 50 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.79% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +3% | +17491.27% | 増加 |
| 2 | IVE | Ishares S&p 500 Value ETF | +2.4% | +27770.10% | 増加 |
| 3 | DVY | Ishares Select Dividend ETF | +2.2% | +680.55% | 増加 |
| 4 | BND | Vanguard Total Bond Market | +2% | +1051.96% | 増加 |
| 5 | IJR | Ishares Core S&p Small-cap E | +1% | +16813.77% | 増加 |
| 6 | AMLPUSD | Alerian Mlp ETF | +1% | +1196.94% | 増加 |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | +1% | +16719.35% | 増加 |
| 8 | DUK | Du Pont E I De Nemour&Co | +0.9% | +3358.70% | 増加 |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | +0.8% | +322.21% | 増加 |
| 10 | ✓ | Powershares | +0.8% | +1263.09% | 増加 |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.7% | +469.91% | 増加 |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | +0.6% | +2615.52% | 増加 |
| 13 | GILD | Gilead Sciences INC | +0.6% | +5419.77% | 増加 |
| 14 | CAT | Caterpillar INC | +0.6% | +906.66% | 増加 |
| 15 | VCIT | Vanguard Int-term Corporate | +0.6% | +1346.37% | 増加 |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | +0.6% | +1240.64% | 増加 |
| 17 | COP | Conocophillips | +0.6% | +1794.33% | 増加 |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | +0.6% | +3759.97% | 増加 |
| 19 | T | At&t INC | +0.5% | +768.36% | 増加 |
| 20 | ✓ | +0.4% | +295.18% | 増加 | |
| 21 | SCHW | Schwab (charles) CORP | +0.2% | +164.88% | 増加 |
| 22 | MCD | Mcdonald's CORP | +0.1% | +153.26% | 増加 |
| 23 | MDY | State Street Spdr S&p Midcap | 0% | +140.02% | 増加 |
| 24 | BRKR | Bruker CORP | 0% | +112.72% | 増加 |
| 25 | VO | Vanguard Mid-cap ETF | -0.1% | +124.36% | 増加 |
| 26 | A | Agilent Technologies INC | -0.1% | +132.66% | 増加 |
| 27 | CSL | Carlisle Cos INC | -0.1% | +127.83% | 増加 |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +107.92% | 増加 |
| 29 | KO | Coca-cola Co/the | -0.2% | +117.67% | 増加 |
| 30 | CVX | Chevron CORP | -0.5% | +98.98% | 増加 |
| 31 | AEP | American Electric Power Company, Inc. | -0.6% | +94.40% | 増加 |
| 32 | MSFT | Microsoft CORP | -0.6% | +67.25% | 増加 |
| 33 | JNJ | Johnson & Johnson | -0.6% | +61.45% | 増加 |
| 34 | INTC | Intel CORP | -1.7% | -81.00% | 減少 |
| 35 | TBF | Proshares Short 20+ Treasury | — | NEW | 新規購入 |
| 36 | AAPL | Apple INC | — | NEW | 新規購入 |
| 37 | HYMB | Ss Spdr N Ice Hy Muni ETF | — | NEW | 新規購入 |
| 38 | GSY | Invesco Ultra Short Duration ETF | — | NEW | 新規購入 |
| 39 | SLB | Slb LTD | — | NEW | 新規購入 |
| 40 | IWP | Ishares Russell Mid-cap Grow | — | NEW | 新規購入 |
| 41 | BAX | Baxter International INC | — | NEW | 新規購入 |
| 42 | MCK | Mckesson CORP | — | NEW | 新規購入 |
| 43 | PII | Polaris INC | — | NEW | 新規購入 |
| 44 | BHP | Bhp Group Ltd-spon Adr | — | NEW | 新規購入 |
| 45 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 46 | AAPL | Apple Computer | — | EXIT | 全売却 |
| 47 | ✓ | Allergan INC | — | NEW | 新規購入 |
| 48 | BNS | Bank Of Nova Scotia | — | NEW | 新規購入 |
| 49 | AMZN | Amazon.com, Inc. | — | EXIT | 全売却 |
| 50 | TRIP | Tripadvisor INC | — | NEW | 新規購入 |