CIK: 0001590491
申告総資産額
$12.1億
上位200銘柄を表示中（全304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 | 18.43% | — | -4.96% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 9.60% | -0.12% | +3.36% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.18% | — | -57.77% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.03% | — | +9.04% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | +0.03% | +9.31% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.46% | -0.12% | -18.22% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | -0.03% | -72.21% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | — | -13.45% | |
| 9 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.16% | — | +6.64% | |
| 10 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.12% | — | +7.56% | |
| 11 | 90002USD | Guggenheim Bulletshares 2018 | ETF-その他 | 1.12% | — | +6.39% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.10% | -0.14% | +36.33% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.07% | +0.09% | +2.36% | |
| 14 | FTAIEUR | Fortress Transportation-cl A | 株式-その他 | 1.05% | — | +11.95% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.02% | +0.05% | +1.21% | |
| 16 | SUB | Ishares Short-term National | ETF-その他 | 1.02% | — | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.01% | +0.10% | +4.54% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.01% | +0.03% | +16.06% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | +0.01% | -13.86% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.79% | — | -2.48% | |
| 21 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.75% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | -28.30% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | +0.03% | +9.11% | |
| 24 | BKCCUSD | Blackrock Capital Investment | 株式-その他 | 0.74% | — | +125.90% | |
| 25 | CELG | Celgene CORP | 株式-その他 | 0.74% | — | +1.36% | |
| 26 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.73% | +0.08% | +9.19% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | +9.54% | |
| 28 | APO | Apollo Global Management, Inc. | 株式-金融 | 0.72% | — | +56.65% | |
| 29 | AZO | Autozone INC | 株式-一般消費財 | 0.71% | — | +8.55% | |
| 30 | CB | Chubb Limited | 株式-金融 | 0.70% | +0.03% | +10.53% | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 0.70% | +0.09% | +142.81% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | — | +35.98% | |
| 33 | ACN | Accenture plc | 株式-IT | 0.68% | +0.03% | +6.39% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.65% | — | +93.31% | |
| 35 | AMT | American Tower CORP | 株式-不動産 | 0.63% | +0.13% | +51.32% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.62% | — | -66.16% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.61% | -0.37% | +9.87% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.61% | — | +7.83% | |
| 39 | WY | Weyerhaeuser Co | 株式-不動産 | 0.61% | — | +25.52% | |
| 40 | CE | Celanese CORP | 株式-素材 | 0.61% | — | -3.59% | |
| 41 | WRKUSD | Westrock Co | 株式-その他 | 0.60% | — | +9.74% | |
| 42 | ARCC | Ares Capital CORP | 株式-金融 | 0.59% | — | +3.33% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.59% | — | +6.79% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.55% | — | +26.94% | |
| 45 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.55% | — | -6.38% | |
| 46 | ACRE | Ares Commercial Real Estate | 株式-その他 | 0.53% | — | +28.09% | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.52% | — | +11.22% | |
| 48 | RITM | Rithm Capital CORP | 株式-不動産 | 0.50% | — | +41.22% | |
| 49 | SYF | Synchrony Financial | 株式-金融 | 0.50% | — | +10.04% | |
| 50 | ✓ | Invesco Global Listed Private Equity ETF | ETF-その他 | 0.49% | — | +9.05% |