CIK: 0001602224
申告総資産額
$2.1億
| # | 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 24.46% | — | -1.21% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 14.36% | — | +0.79% | |
| 3 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型株・グロース | 10.73% | -3.56% | +35.12% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-その他 | 10.19% | — | +0.97% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.59% | +2.11% | +0.02% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 4.68% | — | -0.10% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.91% | — | -1.37% | |
| 8 | TXN | Texas Instruments INC | 株式-IT | 2.45% | -0.63% | -0.09% | |
| 9 | TSLXUSD | Tpg Specialty Lending INC | 株式-その他 | 2.03% | — | -0.40% | |
| 10 | WPC | Wp Carey INC | 株式-不動産 | 1.82% | — | +56.76% | |
| 11 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 1.29% | — | +1169.67% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.03% | — | -3.76% | |
| 13 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.95% | — | +0.04% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.91% | — | +10.78% | |
| 15 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.89% | — | -3.70% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.84% | — | +0.08% | |
| 17 | PBP | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 0.65% | — | -0.65% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | — | -5.35% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | — | +0.09% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.39% | — | — | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.37% | — | +29.43% | |
| 22 | RPAIUSD | Retail Properties Of Ame - A | 株式-その他 | 0.36% | — | -2.50% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.35% | — | — | |
| 24 | EPR | Epr Properties | 株式-不動産 | 0.34% | — | -3.85% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.32% | — | +0.12% | |
| 26 | APO | Apollo Global Management, Inc. | 株式-金融 | 0.32% | — | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.30% | — | +1.99% | |
| 28 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.30% | — | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | — | -19.11% | |
| 30 | PGX | Invesco Preferred ETF | ETF-その他 | 0.28% | — | -22.30% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.27% | — | -13.06% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.25% | — | +6.66% | |
| 33 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.25% | — | -3.05% | |
| 34 | AGNC | Agnc Investment CORP | 株式-不動産 | 0.25% | — | +0.27% | |
| 35 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.25% | — | — | |
| 36 | AAPL | Apple INC | 株式-IT | 0.24% | — | -18.09% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.23% | — | — | |
| 38 | OFS | Ofs Capital CORP | 株式-その他 | 0.23% | — | -2.98% | |
| 39 | MAIN | Main Street Capital CORP | 株式-金融 | 0.21% | — | — | |
| 40 | VFH | Vanguard Financials ETF | ETF-その他 | 0.20% | — | -1.71% | |
| 41 | ✓ | Ishares Tr | 株式-その他 | 0.20% | — | — | |
| 42 | ✓ | Blackrock Munihldgs Fd Ii In | 株式-その他 | 0.19% | — | -31.96% | |
| 43 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.19% | — | — | |
| 44 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.18% | — | -12.09% | |
| 45 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.16% | — | — | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.16% | — | -1.12% | |
| 47 | XHR | Xenia Hotels & Resorts INC | 株式-その他 | 0.16% | — | -4.20% | |
| 48 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.16% | — | — | |
| 49 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.15% | +0.35% | — | |
| 50 | MRCC | Monroe Capital CORP | 株式-その他 | 0.15% | — | -4.01% |