CIK: 0001590491
申告総資産額
$12.1億
上位200銘柄を表示中（全332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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.61% | -0.13% | +5.60% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.59% | -0.12% | -1.07% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.00% | -0.12% | -0.34% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.62% | +0.05% | -1.40% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.60% | +0.09% | +2.76% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 2.47% | -0.29% | +4.31% | |
| 7 | CPRT | Copart INC | 株式-資本財 | 2.29% | +0.04% | +100.00% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | -0.03% | +6.71% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.99% | -0.10% | +21.43% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.93% | -0.14% | -4.01% | |
| 11 | PCG | P G & E CORP | 株式-公益事業 | 1.92% | -0.01% | +104.88% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.88% | +0.10% | +21.87% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.83% | +0.08% | +32.82% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.82% | +0.02% | -4.07% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.79% | — | -5.57% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.72% | — | -1.55% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.52% | +0.45% | -3.88% | |
| 18 | SH1USD | Proshares Short S&p500 | ETF-その他 | 1.43% | -0.28% | +6.58% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.28% | — | -1.24% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | +0.06% | -1.52% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | +0.03% | -1.00% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.13% | — | -30.39% | |
| 23 | MGM | Mgm Resorts International | 株式-一般消費財 | 1.11% | +0.09% | +0.01% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | +0.03% | +3.70% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.93% | — | +0.33% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.87% | — | -3.38% | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.85% | +0.03% | -4.24% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.83% | +0.03% | +0.41% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 0.82% | -0.37% | +0.24% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.81% | — | +0.32% | |
| 31 | CB | Chubb Limited | 株式-金融 | 0.78% | +0.03% | +22.81% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | +0.05% | -0.33% | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 0.74% | +0.09% | -0.69% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.72% | +0.13% | +0.02% | |
| 35 | BX | Blackstone INC | 株式-金融 | 0.69% | +0.09% | +1.29% | |
| 36 | CDW | Cdw Corp/de | 株式-IT | 0.68% | +0.02% | -0.39% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.68% | — | -2.16% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | +0.01% | -0.12% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | — | -0.33% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.68% | — | -0.54% | |
| 41 | BKCCUSD | Blackrock Capital Investment | 株式-その他 | 0.66% | — | -4.08% | |
| 42 | WDC 1.5 02-01-24 | Western Digital CORP | 株式-IT | 0.64% | +0.53% | NEW | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.63% | +0.01% | -0.13% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.63% | +0.03% | +0.11% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | +2.71% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.61% | — | -3.77% | |
| 47 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.61% | +0.08% | +0.33% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | -2.60% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | -2.49% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.58% | -0.20% | +5.87% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PCG | P G & E CORP | +1.1% | +104.88% | 増加 |
| 2 | FTAI | FTAI Aviation Ltd. | +0.5% | NEW | 新規購入 |
| 3 | USMV | Ishares Msci USA Min Vol Fac | +0.4% | +32.82% | 増加 |
| 4 | IEMG | Ishares Core Msci Emerging | +0.4% | +21.43% | 増加 |
| 5 | TBLL | Invesco Short Term Treasury | +0.4% | NEW | 新規購入 |
| 6 | WDC 1.5 02-01-24 | Western Digital CORP | +0.3% | +97.18% | 増加 |
| 7 | CB | Chubb Limited | +0.2% | +22.81% | 増加 |
| 8 | INMU | Ishares Intermediate Muni In | +0.2% | +563.63% | 増加 |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | +21.87% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.52% | 減少 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +40.77% | 増加 |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.2% | +5.60% | 増加 |
| 13 | NKE | Nike INC -cl B | +0.2% | -0.13% | 減少 |
| 14 | MRK | Merck & Co. INC. | +0.2% | +66.43% | 増加 |
| 15 | LMBS | First Trust Low Duration Opp | +0.1% | NEW | 新規購入 |
| 16 | BLKCHF | Blackrock INC | +0.1% | -0.69% | 減少 |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +474.80% | 増加 |
| 18 | MBB | Ishares Mbs ETF | +0.1% | +269.59% | 増加 |
| 19 | IWD | Ishares Russell 1000 Value E | +0.1% | +2.76% | 増加 |
| 20 | MGM | Mgm Resorts International | +0.1% | +0.01% | 増加 |
| 21 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +63.66% | 増加 |
| 22 | DEED | First Trust Securitized Plus | +0.1% | NEW | 新規購入 |
| 23 | SYY | Sysco CORP | +0.1% | NEW | 新規購入 |
| 24 | CPRT | Copart INC | +0.1% | +100.00% | 増加 |
| 25 | EEM | Ishares Msci Emerging Market | +0.1% | +45.82% | 増加 |
| 26 | MA | Mastercard INC - A | +0.1% | -3.38% | 減少 |
| 27 | BWA | Borgwarner INC | +0.1% | -1.57% | 減少 |
| 28 | TJX | Tjx Companies INC | +0.1% | -1.72% | 減少 |
| 29 | CE | Celanese CORP | +0.1% | -1.01% | 減少 |
| 30 | EOG | Eog Resources INC | +0.1% | +18.76% | 増加 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.71% | 増加 |
| 32 | AMGN | Amgen INC | +0.1% | -0.54% | 減少 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.71% | 増加 |
| 34 | CBRE | Cbre Group INC - A | 0% | +0.33% | 増加 |
| 35 | ADBE | Adobe INC | 0% | -4.24% | 減少 |
| 36 | MCD | Mcdonald's CORP | 0% | -0.33% | 減少 |
| 37 | HD | Home Depot INC | 0% | -1.00% | 減少 |
| 38 | GNRC | Generac Holdings INC | -0.1% | +0.89% | 増加 |
| 39 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -58.99% | 減少 |
| 40 | IGE | Ishares North American Natur | -0.2% | EXIT | 全売却 |
| 41 | IWB | Ishares Russell 1000 ETF | -0.2% | -1.07% | 減少 |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | -0.2% | +4.31% | 増加 |
| 43 | NANR | Sta Str Sp S&p Nor An Res-ui | -0.2% | -89.02% | 減少 |
| 44 | SGOV | Ishares 0-3 Month Treasury B | -0.3% | -5.57% | 減少 |
| 45 | DIS | Walt Disney Co/the | -0.4% | -41.14% | 減少 |
| 46 | FTAIEUR | Fortress Transportation-cl A | -0.5% | EXIT | 全売却 |
| 47 | AMZN | Amazon.com INC | -0.5% | +3.70% | 増加 |
| 48 | MSFT | Microsoft CORP | -0.5% | -1.40% | 減少 |
| 49 | AAPL | Apple INC | -0.6% | -0.34% | 減少 |
| 50 | BSV | Vanguard Short-term Bond ETF | -0.7% | -30.39% | 減少 |