CIK: 0001484540
申告総資産額
$1.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 3.96% | — | +41.62% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.52% | — | — | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.18% | — | — | |
| 4 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 2.17% | — | — | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.11% | -0.57% | +2.33% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.04% | — | +21.90% | |
| 7 | GS | Goldman Sachs Group INC | 株式-金融 | 2.00% | — | +29.35% | |
| 8 | TXN | Texas Instruments INC | 株式-IT | 1.72% | — | +21.25% | |
| 9 | SCCO | Southern Copper CORP | 株式-素材 | 1.46% | — | — | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.42% | — | — | |
| 11 | EQIX | Equinix INC | 株式-不動産 | 1.41% | — | +24.98% | |
| 12 | FDX | Fedex CORP | 株式-資本財 | 1.41% | — | +20.17% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.39% | — | -16.99% | |
| 14 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.38% | — | -14.56% | |
| 15 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.38% | — | +26.27% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.34% | +0.41% | +15.93% | |
| 17 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.33% | — | +45.87% | |
| 18 | PSF | Cohen & Steers Select Prefer | 株式-その他 | 1.32% | — | +20.93% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.31% | — | — | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.28% | — | +81.11% | |
| 21 | COR | Cencora INC | 株式-ヘルスケア | 1.28% | — | +50.80% | |
| 22 | AES | Aes CORP | 株式-公益事業 | 1.27% | — | — | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.25% | — | -4.76% | |
| 24 | WRKUSD | Westrock Co | 株式-その他 | 1.24% | — | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.23% | — | +10.81% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 1.22% | — | +55.09% | |
| 27 | DFSEUR | Discover Financial Services | 株式-その他 | 1.20% | — | — | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 1.16% | — | +30.48% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.15% | -1.03% | +80.36% | |
| 30 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 1.15% | — | — | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | — | +170.06% | |
| 32 | NUE | Nucor CORP | 株式-素材 | 1.13% | — | — | |
| 33 | CSX | Csx CORP | 株式-資本財 | 1.11% | — | — | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.11% | — | +21.69% | |
| 35 | GM | General Motors Co | 株式-一般消費財 | 1.07% | — | — | |
| 36 | RF | Regions Financial CORP | 株式-金融 | 1.07% | — | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | — | +36.77% | |
| 38 | PHM | Pultegroup INC | 株式-一般消費財 | 1.05% | — | +10.79% | |
| 39 | BLKCHF | Blackrock INC | 株式-その他 | 1.04% | — | — | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.01% | — | +26.52% | |
| 41 | BBY | Best Buy Co INC | 株式-一般消費財 | 1.00% | — | — | |
| 42 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.97% | — | — | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.95% | — | +343.49% | |
| 44 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 0.95% | — | -16.74% | |
| 45 | STAG | Stag Industrial INC | 株式-不動産 | 0.90% | — | +63.14% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | — | -25.29% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.89% | — | +32.33% | |
| 48 | LAND | Gladstone Land CORP | 株式-その他 | 0.89% | — | — | |
| 49 | INTC | Intel CORP | 株式-IT | 0.86% | — | +39.52% | |
| 50 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.86% | — | +26.31% |