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 | 9.91% | — | -50.10% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.00% | -0.34% | -4.70% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.82% | — | -50.77% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.08% | — | +1493.87% | |
| 5 | FXG | First Trust Consumer Staples | ETF-その他 | 2.67% | — | -27.23% | |
| 6 | VLO | Valero Energy CORP | 株式-エネルギー | 2.36% | — | -32.20% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.31% | — | -21.32% | |
| 8 | WMB | Williams Cos INC | 株式-エネルギー | 2.24% | — | -32.29% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.15% | — | -38.95% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.14% | — | -29.07% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.12% | — | -31.30% | |
| 12 | TXN | Texas Instruments INC | 株式-IT | 2.09% | — | -25.92% | |
| 13 | UCON | First Trust Smith Unconstrai | ETF-その他 | 2.02% | — | -25.29% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.82% | — | -37.83% | |
| 15 | COR | Cencora INC | 株式-ヘルスケア | 1.74% | — | -33.18% | |
| 16 | TAN | Invesco Solar ETF | ETF-その他 | 1.62% | — | — | |
| 17 | HSY | Hershey Co/the | 株式-生活必需品 | 1.50% | — | -31.01% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.47% | — | -38.32% | |
| 19 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.45% | — | -27.55% | |
| 20 | TMUS | T-mobile US INC | 株式-通信サービス | 1.42% | — | -19.40% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.41% | — | -82.33% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.29% | — | +1220.24% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | — | — | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.22% | — | -31.17% | |
| 25 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 1.21% | — | -20.61% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 1.19% | -0.62% | -8.64% | |
| 27 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.18% | — | — | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.18% | — | — | |
| 29 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.17% | — | — | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.16% | — | — | |
| 31 | OKE | Oneok INC | 株式-エネルギー | 1.15% | — | -28.28% | |
| 32 | LAND | Gladstone Land CORP | 株式-その他 | 1.10% | — | -36.37% | |
| 33 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.10% | — | — | |
| 34 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.09% | — | — | |
| 35 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 1.06% | — | -29.03% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.05% | — | +106.85% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 1.03% | — | — | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.99% | — | -13.93% | |
| 39 | EQIX | Equinix INC | 株式-不動産 | 0.96% | — | -29.08% | |
| 40 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.96% | -0.44% | -32.76% | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.92% | — | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | -12.30% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.91% | — | — | |
| 44 | ARCC | Ares Capital CORP | 株式-金融 | 0.90% | — | -37.21% | |
| 45 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 0.88% | -0.31% | -5.17% | |
| 46 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.83% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | -24.95% | |
| 48 | STAG | Stag Industrial INC | 株式-不動産 | 0.80% | — | -36.94% | |
| 49 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | 株式-その他 | 0.74% | — | — | |
| 50 | TRTN-PA | Triton International Limited | 株式-その他 | 0.74% | — | -27.39% |