CIK: 0001569391
申告総資産額
$36.0億
上位200銘柄を表示中（全3068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 | ✓ | Spdr S&p 500 ETF Tr | ETF-大型株・グロース | 9.13% | +0.65% | -40.14% | |
| 2 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 8.93% | +3.81% | -8.25% | |
| 3 | ✓ | Ishares Tr | 株式-その他 | 2.81% | -0.52% | -4.05% | |
| 4 | ✓ | 株式-その他 | 2.69% | +3.42% | +50.40% | ||
| 5 | ✓ | Ishares Tr | 株式-その他 | 2.41% | -0.18% | +40.12% | |
| 6 | ✓ | 株式-その他 | 2.28% | +1.94% | -13.00% | ||
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.80% | -0.19% | +98.28% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.55% | -0.29% | +0.54% | |
| 9 | MCHX | Marchex, Inc. | 株式-その他 | 0.49% | -0.48% | +563.78% | |
| 10 | MO | Altria Group INC | 株式-生活必需品 | 0.44% | -0.33% | +323.19% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | -0.37% | +1942.17% | |
| 12 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | ETF-大型株・グロース | 0.39% | -0.39% | EXIT | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | +32.58% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 0.35% | -0.17% | +48.37% | |
| 15 | AAPL | Apple Inc. | 株式-IT | 0.34% | -0.34% | EXIT | |
| 16 | AVGO | Broadcom Inc. | 株式-IT | 0.34% | -0.22% | -49.98% | |
| 17 | BAC | Bank of America Corporation | 株式-金融 | 0.33% | -0.18% | +60.94% | |
| 18 | ✓ | World Currency Gold Tr | 株式-その他 | 0.32% | — | — | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | +33.26% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | — | +112.11% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.27% | — | +77.09% | |
| 22 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.26% | — | +2.55% | |
| 23 | USB | US Bancorp | 株式-金融 | 0.26% | -0.20% | +175.31% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.26% | -0.23% | +25.88% | |
| 25 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | ETF-大型株・グロース | 0.25% | -0.25% | EXIT | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 0.25% | — | +2242.03% | |
| 27 | INTU | Intuit INC | 株式-IT | 0.24% | — | +334.60% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.24% | +0.15% | +570.22% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.23% | -0.17% | +457.34% | |
| 30 | ✓ | Ishares Dow Jones UBS Roll S | 株式-その他 | 0.23% | — | — | |
| 31 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.23% | -0.15% | -20.26% | |
| 32 | ✓ | Mylan N V | 株式-その他 | 0.22% | -0.22% | EXIT | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.20% | -0.20% | EXIT | |
| 34 | CMI | Cummins INC | 株式-資本財 | 0.20% | -0.17% | +555.63% | |
| 35 | DOW | Dow Chem Co | 株式-素材 | 0.19% | — | +1194.89% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | — | -22.60% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.19% | — | -39.19% | |
| 38 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | +0.21% | +32.90% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.19% | — | +134.24% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.19% | — | -66.39% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.18% | -0.17% | +453.23% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.17% | -0.16% | +15.33% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.17% | — | — | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.16% | — | +1106.33% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.16% | — | +102.12% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.16% | — | +63.34% | |
| 47 | CMF | Ishares California Muni Bond | ETF-その他 | 0.16% | — | — | |
| 48 | EXC | Exelon CORP | 株式-公益事業 | 0.16% | — | +124.57% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.16% | — | +858.69% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.16% | -0.15% | +170.69% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | +1.3% | +50.40% | 増加 | |
| 2 | ✓ | Ishares Tr | +0.9% | +40.12% | 増加 |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | +0.7% | -8.25% | 減少 |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | +98.28% | 増加 |
| 5 | MCHX | Marchex, Inc. | +0.4% | +563.78% | 増加 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +1942.17% | 増加 |
| 7 | MO | Altria Group INC | +0.4% | +323.19% | 増加 |
| 8 | AAPL | Apple Inc. | +0.3% | +388.00% | 増加 |
| 9 | GS | Goldman Sachs Group INC | +0.2% | +2242.03% | 増加 |
| 10 | AAPL | Apple INC | +0.2% | +570.22% | 増加 |
| 11 | EFA | Ishares Msci Eafe ETF | +0.2% | +457.34% | 増加 |
| 12 | INTU | Intuit INC | +0.2% | +334.60% | 増加 |
| 13 | ✓ | Mylan N V | +0.2% | +469.98% | 増加 |
| 14 | DOW | Dow Chem Co | +0.2% | +1194.89% | 増加 |
| 15 | CMI | Cummins INC | +0.2% | +555.63% | 増加 |
| 16 | USB | US Bancorp | +0.2% | +175.31% | 増加 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.2% | +112.11% | 増加 |
| 18 | MDY | State Street Spdr S&p Midcap | +0.2% | +1106.33% | 増加 |
| 19 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | -0.1% | -42.15% | 減少 |
| 20 | ✓ | Barclays Bk PLC | -0.1% | -23.60% | 減少 |
| 21 | T | At&t INC | -0.1% | -76.51% | 減少 |
| 22 | CMCSA | Comcast Corp-class A | -0.1% | -61.83% | 減少 |
| 23 | KKR | KKR & Co. Inc. | -0.1% | -88.68% | 減少 |
| 24 | SBUX | Starbucks CORP | -0.2% | -92.25% | 減少 |
| 25 | AIG | American International Group | -0.2% | -76.42% | 減少 |
| 26 | MRK | Merck & Co. INC. | -0.2% | -85.28% | 減少 |
| 27 | DUSTUSD | Dir Dly Gol Mn Idx Br 2x ETF | -0.2% | -53.04% | 減少 |
| 28 | COF | Capital One Financial CORP | -0.2% | -67.33% | 減少 |
| 29 | 9990302D | Apache CORP | -0.2% | -90.94% | 減少 |
| 30 | BWZ | State Street Spdr Bloomberg | -0.2% | -69.93% | 減少 |
| 31 | JNJ | Johnson & Johnson | -0.2% | -90.56% | 減少 |
| 32 | IEMG | Ishares Core Msci Emerging | -0.2% | -86.18% | 減少 |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -86.16% | 減少 |
| 34 | AVGO | Broadcom Inc. | -0.2% | -49.98% | 減少 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -66.37% | 減少 |
| 36 | RF | Regions Financial CORP | -0.2% | -79.04% | 減少 |
| 37 | MSFT | Microsoft CORP | -0.2% | -80.55% | 減少 |
| 38 | BAC | Bank Of America CORP | -0.3% | -66.39% | 減少 |
| 39 | SJB | Proshares Short High Yield | -0.3% | -97.73% | 減少 |
| 40 | C | Citigroup INC | -0.3% | -86.74% | 減少 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.7% | -97.41% | 減少 |
| 42 | ✓ | Spdr S&p 500 ETF Tr | -3.7% | -40.14% | 減少 |
| 43 | BNS 4.5 12-16-25 | Bank Of Nova Scotia | — | NEW | 新規購入 |
| 44 | ✓ | World Currency Gold Tr | — | NEW | 新規購入 |
| 45 | ✓ | Ishares Dow Jones UBS Roll S | — | NEW | 新規購入 |
| 46 | FDX | Fedex CORP | — | EXIT | 全売却 |
| 47 | EEMV | Ishares Msci Emg Mkt Min Vol | — | EXIT | 全売却 |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | 新規購入 |
| 49 | CMF | Ishares California Muni Bond | — | NEW | 新規購入 |
| 50 | TSLA | Tesla, Inc. | — | NEW | 新規購入 |