CIK: 0001590491
申告総資産額
$12.1億
上位200銘柄を表示中（全423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 | 5.16% | -0.12% | -43.10% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.07% | -0.03% | -13.05% | |
| 3 | LN5 | Lannett Co INC | 株式-その他 | 4.72% | — | +0.26% | |
| 4 | ITW | Illinois Tool Works | 株式-資本財 | 3.22% | — | -0.28% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.64% | — | -27.95% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.30% | +0.08% | +1937.99% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.05% | -0.13% | -11.67% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | +0.03% | -3.12% | |
| 9 | FTAIEUR | Fortress Transportation-cl A | 株式-その他 | 1.87% | — | +12.61% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.81% | -0.12% | -4.38% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.63% | -0.14% | -41.90% | |
| 12 | CSOD | Cornerstone Ondemand INC | 株式-その他 | 1.56% | — | -0.41% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.53% | — | +2.88% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.51% | +0.05% | -38.60% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.39% | — | +289.40% | |
| 16 | BKCCUSD | Blackrock Capital Investment | 株式-その他 | 1.35% | — | -2.70% | |
| 17 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.24% | — | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.16% | +0.45% | +29.44% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | — | -1.51% | |
| 20 | MIC2EUR | Macquarie Infrastructure Hol | 株式-その他 | 1.07% | — | -1.69% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.03% | — | -3.82% | |
| 22 | CPRT | Copart INC | 株式-資本財 | 0.95% | +0.04% | -0.75% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.85% | -0.20% | -51.21% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.83% | — | +4.72% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.81% | — | -6.94% | |
| 26 | ACRE | Ares Commercial Real Estate | 株式-その他 | 0.79% | — | +7.50% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | +0.03% | -6.53% | |
| 28 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.77% | +0.09% | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | +0.09% | -7.13% | |
| 30 | RITM | Rithm Capital CORP | 株式-不動産 | 0.75% | — | +26.39% | |
| 31 | ARCC | Ares Capital CORP | 株式-金融 | 0.75% | — | +13.91% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.74% | +0.10% | -5.83% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.74% | — | -11.48% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | +0.01% | +0.50% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.71% | — | -12.77% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | -1.54% | |
| 37 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.66% | — | -2.97% | |
| 38 | AMT | American Tower CORP | 株式-不動産 | 0.66% | +0.13% | -11.92% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | -11.91% | |
| 40 | MFIC | Midcap Financial Investment | 株式-その他 | 0.66% | — | +26.94% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.65% | — | +1.80% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | +0.03% | -12.59% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | — | -4.29% | |
| 44 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.58% | -0.28% | +6.29% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.57% | +0.03% | -9.17% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.56% | +0.03% | -7.66% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.55% | +0.09% | -4.12% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.53% | — | -0.66% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.52% | — | -1.86% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.51% | — | -5.63% |