CIK: 0001590491
申告総資産額
$12.1億
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 | LN5 | Lannett Co INC | 株式-その他 | 13.74% | — | — | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 6.27% | -0.12% | +86.25% | |
| 3 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 2.96% | — | +148.68% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.15% | -0.12% | +129.36% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.02% | — | -41.42% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | -0.03% | +33.65% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | — | +861.51% | |
| 8 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.41% | — | — | |
| 9 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.37% | — | — | |
| 10 | 90002USD | Guggenheim Bulletshares 2018 | ETF-その他 | 1.30% | — | — | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.14% | +0.09% | +3.31% | |
| 12 | AAL | American Airlines Group INC | 株式-資本財 | 1.13% | — | +1170.10% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.12% | +0.10% | +0.12% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.09% | +0.05% | +58.01% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.08% | — | — | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.07% | — | -38.47% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.06% | -0.14% | — | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | +0.01% | +720.06% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | +0.03% | — | |
| 20 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.91% | — | +171.95% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.91% | — | -27.24% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | +70.09% | |
| 23 | AZO | Autozone INC | 株式-一般消費財 | 0.88% | — | +52.18% | |
| 24 | CELG | Celgene CORP | 株式-その他 | 0.87% | — | +91.49% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | +0.03% | +31.55% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | +0.03% | +7.88% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | +1571.50% | |
| 28 | ACN | Accenture plc | 株式-IT | 0.79% | +0.03% | +31.69% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.75% | — | +27.62% | |
| 30 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.73% | +0.08% | +75.44% | |
| 31 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.73% | — | +58.47% | |
| 32 | CB | Chubb Limited | 株式-金融 | 0.72% | +0.03% | — | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.69% | — | -51.02% | |
| 34 | AMCX | Amc Global Media INC | 株式-その他 | 0.65% | — | +107.84% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.64% | — | +3.96% | |
| 36 | CE | Celanese CORP | 株式-素材 | 0.64% | — | +47.45% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | +47.08% | |
| 38 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.59% | — | — | |
| 39 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.56% | — | +119.59% | |
| 40 | WY | Weyerhaeuser Co | 株式-不動産 | 0.56% | — | +40.70% | |
| 41 | ✓ | 株式-その他 | 0.54% | — | +38.23% | ||
| 42 | SLB | Slb LTD | 株式-エネルギー | 0.54% | — | +37.07% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.53% | -0.37% | +64.31% | |
| 44 | GM | General Motors Co | 株式-一般消費財 | 0.52% | — | +1073.97% | |
| 45 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.52% | — | -55.82% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.51% | — | — | |
| 47 | ✓ | Invesco Global Listed Private Equity ETF | ETF-その他 | 0.50% | — | +95.98% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | +1328.54% | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 0.50% | +0.13% | +33.24% | |
| 50 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.49% | — | -33.99% |