CIK: 0001022837
申告総資産額
$49.4億
| # | 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 25.97% | — | +837.13% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 24.34% | -1.26% | EXIT | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.28% | +0.81% | -8.77% | |
| 4 | CME | Cme Group INC | 株式-金融 | 7.38% | +0.54% | — | |
| 5 | XYZ | Block INC | 株式-金融 | 4.50% | +0.06% | -8.36% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.96% | +0.12% | +51.81% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.93% | — | +9.32% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.27% | +0.24% | +26.31% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.15% | +0.17% | +7.22% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 1.63% | +0.15% | +7.13% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.52% | +0.23% | +14.33% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.97% | — | +0.64% | |
| 13 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.94% | — | -12.72% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.87% | +1.30% | +7.35% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.55% | +0.02% | +1.17% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | +0.08% | +1764.00% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.52% | — | -7.15% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.38% | — | +21.69% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | +5.85% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.38% | — | +27.84% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.35% | — | +3.29% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | -1.46% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.34% | — | +5.79% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.32% | -0.60% | EXIT | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.31% | — | +1.02% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.30% | — | +11.28% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | +0.14% | -1.33% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | +81.14% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.28% | +0.13% | -0.08% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.28% | — | -1.55% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 0.26% | -0.04% | EXIT | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.24% | +0.06% | -4.93% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.24% | +0.12% | +16.00% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | +3.85% | |
| 35 | NFLX | Netflix, Inc. | 株式-通信サービス | 0.21% | — | -17.61% | |
| 36 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.21% | — | -2.53% | |
| 37 | AMD | Advanced Micro Devices, Inc. | 株式-IT | 0.20% | — | -21.83% | |
| 38 | NFLX | Netflix, Inc. | 株式-通信サービス | 0.20% | — | +77.20% | |
| 39 | DHI | Dr Horton INC | 株式-一般消費財 | 0.20% | +0.09% | — | |
| 40 | MU | Micron Technology, Inc. | 株式-IT | 0.19% | — | +55.66% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.19% | — | +19.26% | |
| 42 | ZSQR | Z Squared Inc. | 株式-その他 | 0.18% | — | +18.59% | |
| 43 | GWW | Ww Grainger INC | 株式-資本財 | 0.18% | +0.15% | — | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.18% | -0.02% | +7.54% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.18% | — | +9.00% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.18% | — | +45.43% | |
| 47 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.17% | — | -14.17% | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.17% | — | — | |
| 49 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.17% | — | -65.30% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | — | -11.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +23.1% | +837.13% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +16.4% | +200.00% | 増加 |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | +0.9% | +51.81% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.5% | +1764.00% | 増加 |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.4% | +26.31% | 増加 |
| 6 | NFLX | Netflix, Inc. | +0.2% | +77.20% | 増加 |
| 7 | MU | Micron Technology, Inc. | +0.1% | +55.66% | 増加 |
| 8 | AMD | Advanced Micro Devices, Inc. | +0.1% | -21.83% | 減少 |
| 9 | VGT | Vanguard Info Tech ETF | +0.1% | +27.84% | 増加 |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | +9.32% | 増加 |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +14.33% | 増加 |
| 12 | AAPL | Apple INC | +0.1% | +3.29% | 増加 |
| 13 | AMZN | Amazon.com, Inc. | +0.1% | +391.23% | 増加 |
| 14 | XLNXEUR | Xilinx INC | +0.1% | +833.25% | 増加 |
| 15 | UNH | Unitedhealth Group INC | +0.1% | +0.67% | 増加 |
| 16 | MU | Micron Technology, Inc. | +0.1% | +779.14% | 増加 |
| 17 | XLC | Ss Comm Select Sector Spdr | +0.1% | +1613.64% | 増加 |
| 18 | VCR | Vanguard Consumer Discre ETF | +0.1% | +128.98% | 増加 |
| 19 | MA | Mastercard INC - A | +0.1% | +501.20% | 増加 |
| 20 | IGV | Ishares Expanded Tech-softwa | +0.1% | +278.06% | 増加 |
| 21 | MS | Morgan Stanley | +0.1% | +1689.98% | 増加 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +21.69% | 増加 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +5.85% | 増加 |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +45.43% | 増加 |
| 25 | SKYY | First Trust Cloud Computing | +0.1% | +282.46% | 増加 |
| 26 | PFF | Ishares Preferred & Income S | 0% | +7.22% | 増加 |
| 27 | GLD | Spdr Gold Shares | 0% | +7.35% | 増加 |
| 28 | AMGN | Amgen INC | 0% | -0.08% | 減少 |
| 29 | MBB | Ishares Mbs ETF | 0% | +7.13% | 増加 |
| 30 | ✓ | Splunk INC | -0.1% | +58.78% | 増加 |
| 31 | AMAT | Applied Materials INC | -0.1% | -70.65% | 減少 |
| 32 | ✓ | Xilinx INC | -0.1% | -21.31% | 減少 |
| 33 | MU | Micron Technology INC | -0.1% | -80.46% | 減少 |
| 34 | VOO | Vanguard S&P 500 ETF | -0.1% | -65.30% | 減少 |
| 35 | SPLKCHF | Splunk INC | -0.1% | -76.10% | 減少 |
| 36 | BAB | Invesco Taxable Municipal Bo | -0.2% | -12.72% | 減少 |
| 37 | NFLX | Netflix INC | -0.3% | -88.04% | 減少 |
| 38 | NVDA | Nvidia CORP | -0.4% | -84.47% | 減少 |
| 39 | AMD | Advanced Micro Devices | -0.5% | -96.57% | 減少 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -8.77% | 減少 |
| 41 | XYZ | Block INC | -0.6% | -8.36% | 減少 |
| 42 | NFLX | Netflix, Inc. | -0.7% | -17.61% | 減少 |
| 43 | CME | Cme Group INC | -0.8% | — | 変化なし |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -15.5% | +81.14% | 増加 |
| 45 | VOO | Vanguard S&p 500 ETF | — | EXIT | 全売却 |
| 46 | DHI | Dr Horton INC | — | NEW | 新規購入 |
| 47 | CMI | Cummins INC | — | EXIT | 全売却 |
| 48 | GWW | Ww Grainger INC | — | NEW | 新規購入 |
| 49 | GM | General Motors Co | — | EXIT | 全売却 |
| 50 | OKTA | Okta INC | — | NEW | 新規購入 |