CIK: 0001590491
申告総資産額
$12.1億
上位200銘柄を表示中（全417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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 8.52% | -0.12% | +0.23% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.50% | -0.03% | +7.06% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.42% | — | +4.58% | |
| 4 | LN5 | Lannett Co INC | 株式-その他 | 3.16% | — | -2.79% | |
| 5 | ITW | Illinois Tool Works | 株式-資本財 | 3.03% | — | -1.04% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.95% | -0.14% | +119.47% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.26% | +0.05% | +57.20% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.22% | -0.13% | +22.69% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | +0.03% | +7.56% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.80% | -0.20% | -0.32% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.67% | -0.12% | +1.52% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.57% | — | +2.85% | |
| 13 | CSOD | Cornerstone Ondemand INC | 株式-その他 | 1.54% | — | -3.70% | |
| 14 | FTAIEUR | Fortress Transportation-cl A | 株式-その他 | 1.48% | — | +21.52% | |
| 15 | BKCCUSD | Blackrock Capital Investment | 株式-その他 | 1.30% | — | +12.05% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | — | +0.74% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.03% | — | +0.14% | |
| 18 | MIC2EUR | Macquarie Infrastructure Hol | 株式-その他 | 1.03% | — | +35.64% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.89% | — | -10.13% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | +0.45% | -37.47% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.82% | — | +146.83% | |
| 22 | CPRT | Copart INC | 株式-資本財 | 0.81% | +0.04% | -0.14% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | +0.03% | +6.82% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | +0.09% | +2.43% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.74% | — | +0.04% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | +0.03% | +10.29% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.73% | +0.10% | -1.23% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.71% | — | +8.65% | |
| 29 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.70% | — | +2.34% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | +0.01% | +0.15% | |
| 31 | ACRE | Ares Commercial Real Estate | 株式-その他 | 0.68% | — | +3.88% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | +11.06% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.66% | — | +111.04% | |
| 34 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.65% | -0.28% | +1.72% | |
| 35 | AMT | American Tower CORP | 株式-不動産 | 0.64% | +0.13% | +9.42% | |
| 36 | ARCC | Ares Capital CORP | 株式-金融 | 0.64% | — | +9.42% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | — | +55.90% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.60% | — | +11.15% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | +0.27% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | — | +113.70% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.56% | +0.09% | +21.29% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.55% | — | -17.16% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.55% | +0.03% | +10.18% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.54% | +0.03% | +8.52% | |
| 45 | RITM | Rithm Capital CORP | 株式-不動産 | 0.53% | — | +5.93% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.53% | +0.04% | +518.92% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.53% | — | -3.71% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.52% | -0.37% | +10.10% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.50% | — | +2.60% | |
| 50 | AXP | American Express Co | 株式-金融 | 0.49% | — | +761.70% |