CIK: 0001597298
申告総資産額
$2.4億
| # | 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 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.70% | -1.02% | +55.65% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.45% | — | +748.63% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.31% | — | +562.56% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.18% | — | +983.39% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.14% | — | — | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 1.86% | -0.42% | -5.97% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.79% | — | — | |
| 8 | SCHW 5.95 PERP D | Charles Schwab CORP | 株式-金融 | 1.76% | — | -8.72% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.74% | — | -14.96% | |
| 10 | SH1USD | Proshares Short S&p500 | ETF-その他 | 1.64% | — | +27.43% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.62% | -0.56% | -17.23% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | -2.58% | +3.66% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.45% | — | — | |
| 14 | CMC | Commercial Metals Co | 株式-資本財 | 1.44% | — | -17.82% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.42% | +0.19% | +0.41% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.35% | — | +32.60% | |
| 17 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.34% | — | +0.47% | |
| 18 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 1.29% | — | -16.66% | |
| 19 | PM | Philip Morris International | 株式-生活必需品 | 1.17% | — | +12.82% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.17% | — | +23.22% | |
| 21 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.14% | +0.31% | +82.68% | |
| 22 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.12% | -0.60% | +14.95% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.09% | — | +97.36% | |
| 24 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.06% | +0.41% | — | |
| 25 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.06% | — | +0.81% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 1.06% | — | +31.57% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 1.01% | — | +33.31% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.99% | — | — | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.98% | +0.46% | +3.60% | |
| 30 | RGLD | Royal Gold INC | 株式-素材 | 0.95% | — | -6.49% | |
| 31 | SWKS | Skyworks Solutions INC | 株式-IT | 0.92% | — | +19.71% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.87% | — | +2.30% | |
| 33 | ATEN | A10 Networks INC | 株式-その他 | 0.86% | — | -9.47% | |
| 34 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 株式-その他 | 0.85% | — | +134.71% | |
| 35 | HEI | Heico CORP | 株式-資本財 | 0.82% | — | -11.06% | |
| 36 | MOS | Mosaic Co/the | 株式-素材 | 0.82% | — | +0.82% | |
| 37 | SWAVUSD | Shockwave Medical INC | 株式-その他 | 0.79% | — | +346.07% | |
| 38 | TBT | Proshares Ultrashort 20+y Tr | ETF-その他 | 0.78% | — | -17.48% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | — | |
| 40 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.76% | +0.33% | +7.44% | |
| 41 | AMD | Advanced Micro Devices | 株式-IT | 0.75% | — | +16.31% | |
| 42 | TAN | Invesco Solar ETF | ETF-その他 | 0.75% | — | +14.12% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.73% | — | -11.16% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | -22.20% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | +28.09% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | +20.78% | |
| 47 | SGENUSD | Seagen INC | 株式-その他 | 0.67% | — | +12.77% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.66% | — | -11.85% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.66% | — | — | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.66% | — | +0.65% |