CIK: 0001585822
申告総資産額
$4.4億
上位200銘柄を表示中（全276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 | AAPL | Apple INC | 株式-IT | 13.05% | -0.32% | -2.18% | |
| 2 | DIS | Walt Disney Co/the | 株式-通信サービス | 12.18% | -0.06% | -1.72% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.78% | -0.10% | +457.78% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.75% | -0.36% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.70% | -0.28% | +409.21% | |
| 6 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 6.54% | — | +28254.05% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 5.71% | — | +102.90% | |
| 8 | CRM | Salesforce INC | 株式-IT | 5.56% | -0.19% | +203.13% | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 4.78% | — | +103.41% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 4.72% | +0.11% | -1.52% | |
| 11 | ✓ | At&t CORP | 株式-その他 | 4.60% | — | -0.70% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.60% | — | -2.78% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.46% | — | -2.95% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.77% | — | -2.55% | |
| 15 | SDS | ProShares UltraShort S&P500 | 株式-その他 | 1.50% | — | — | |
| 16 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.21% | — | -0.06% | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 1.00% | — | +0.51% | |
| 18 | MMM | 3m Co | 株式-資本財 | 0.83% | -0.03% | +0.62% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | — | -7.97% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | -1.47% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.50% | — | +3173.59% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | -0.16% | -6.92% | |
| 23 | KR | Kroger Co | 株式-生活必需品 | 0.45% | — | -5.82% | |
| 24 | ✓ | Arris Group INC Com | 株式-その他 | 0.42% | — | -7.68% | |
| 25 | ✓ | Wisconsin Energy CORP | 株式-その他 | 0.35% | — | -6.01% | |
| 26 | ✓ | Proshares | 株式-その他 | 0.34% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | +0.08% | -27.44% | |
| 28 | XEL | Xcel Energy INC | 株式-公益事業 | 0.24% | — | +0.87% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | +3.28% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.23% | — | -17.96% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | +0.83% | |
| 32 | DISH | Dish Network Corp-a | 株式-その他 | 0.18% | — | -4.24% | |
| 33 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.17% | — | +1.08% | |
| 34 | ASB 8 PERP | Assoc Banc-corp | 株式-金融 | 0.15% | — | — | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.13% | +0.06% | +303.70% | |
| 36 | FIS | Fidelity National Info Serv | 株式-IT | 0.13% | — | -3.63% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | +0.09% | +19.28% | |
| 38 | ITW | Illinois Tool Works | 株式-資本財 | 0.11% | — | +0.60% | |
| 39 | ✓ | Nuveen Prem Income Mun Fd | 株式-その他 | 0.10% | — | +1.52% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | +28.38% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.09% | — | +368.07% | |
| 42 | ASH | Ashland Inc. | 株式-素材 | 0.08% | — | +0.29% | |
| 43 | MAT | Mattel INC | 株式-一般消費財 | 0.07% | — | — | |
| 44 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.07% | — | +0.70% | |
| 45 | BMO | Bank Of Montreal | 株式-金融 | 0.06% | — | — | |
| 46 | RIGS | Alps Strategic Incme Fd-usdi | ETF-その他 | 0.06% | — | — | |
| 47 | KLAC | Kla CORP | 株式-IT | 0.06% | +0.04% | — | |
| 48 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.06% | — | +1094.81% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.05% | — | +27.32% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.05% | — | +8.21% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BMY | Bristol-myers Squibb Co | +6.5% | +28254.05% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +5.4% | +457.78% | 増加 |
| 3 | AMZN | Amazon.com INC | +5.4% | +409.21% | 増加 |
| 4 | CRM | Salesforce INC | +3.5% | +203.13% | 増加 |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +2.1% | +102.90% | 増加 |
| 6 | SBUX | Starbucks CORP | +1.9% | +103.41% | 増加 |
| 7 | INTC | Intel CORP | +0.5% | +3173.59% | 増加 |
| 8 | LMT | Lockheed Martin CORP | +0.1% | +303.70% | 増加 |
| 9 | GILD | Gilead Sciences INC | +0.1% | +368.07% | 増加 |
| 10 | HEDJ | Wisdomtree Europe Hedged Equ | +0.1% | +1094.81% | 増加 |
| 11 | BAC | Bank Of America CORP | +0.1% | +4994.00% | 増加 |
| 12 | CVX | Chevron CORP | 0% | +19.28% | 増加 |
| 13 | MCD | Mcdonald's CORP | 0% | +3.28% | 増加 |
| 14 | ✓ | Spdr Gold Shares | 0% | -44.89% | 減少 |
| 15 | ✓ | Arris Group INC Com | -0.1% | -7.68% | 減少 |
| 16 | KR | Kroger Co | -0.1% | -5.82% | 減少 |
| 17 | JNJ | Johnson & Johnson | -0.1% | -1.47% | 減少 |
| 18 | MDT | Medtronic plc | -0.1% | +0.51% | 増加 |
| 19 | ✓ | Wisconsin Energy CORP | -0.2% | -6.01% | 減少 |
| 20 | MMM | 3m Co | -0.2% | +0.62% | 増加 |
| 21 | XOM | Exxon Mobil CORP | -0.2% | -27.44% | 減少 |
| 22 | HD | Home Depot INC | -0.3% | -2.55% | 減少 |
| 23 | CTSH | Cognizant Tech Solutions-a | -0.4% | -0.06% | 減少 |
| 24 | VHT | Vanguard Health Care ETF | -0.7% | -96.17% | 減少 |
| 25 | XLK | Ss Technology Select Sector | -0.8% | -2.78% | 減少 |
| 26 | XLY | Ss Consumer Disc Select Sect | -0.9% | -2.95% | 減少 |
| 27 | ✓ | At&t CORP | -1.1% | -0.70% | 減少 |
| 28 | VZ | Verizon Communications INC | -1.1% | -1.52% | 減少 |
| 29 | NFLX | Netflix INC | -2.5% | -99.48% | 減少 |
| 30 | AAP | Advance Auto Parts INC | -2.6% | -99.70% | 減少 |
| 31 | NKE | Nike INC -cl B | -3% | -99.60% | 減少 |
| 32 | DIS | Walt Disney Co/the | -3.4% | -1.72% | 減少 |
| 33 | AAPL | Apple INC | -5% | -2.18% | 減少 |
| 34 | MRK | Merck & Co. INC. | -5% | -99.80% | 減少 |
| 35 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 36 | SDS | ProShares UltraShort S&P500 | — | NEW | 新規購入 |
| 37 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 38 | SYK | Stryker CORP | — | EXIT | 全売却 |
| 39 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 40 | VLO | Valero Energy CORP | — | EXIT | 全売却 |
| 41 | ✓ | Proshares | — | NEW | 新規購入 |
| 42 | PPL | Ppl CORP | — | EXIT | 全売却 |
| 43 | SRE | Sempra | — | EXIT | 全売却 |
| 44 | MAT | Mattel INC | — | NEW | 新規購入 |
| 45 | RIGS | Alps Strategic Incme Fd-usdi | — | NEW | 新規購入 |
| 46 | AMGN | Amgen Inc. | — | NEW | 新規購入 |
| 47 | MAS | Masco CORP | — | NEW | 新規購入 |
| 48 | ACWI | iShares MSCI ACWI ETF | — | NEW | 新規購入 |
| 49 | IWM | Ishares Russell 2000 ETF | — | EXIT | 全売却 |
| 50 | GWPH | Gw Pharmaceuticals LTD | — | EXIT | 全売却 |