CIK: 0001767435
申告総資産額
$6.6億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 69.73% | -7.38% | +4.13% | |
| 2 | TSLA | Tesla INC | 株式-一般消費財 | 12.00% | — | +5.63% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.84% | — | +1.08% | |
| 4 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 3.77% | — | — | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.91% | +4.97% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 1.75% | +0.37% | +0.14% | |
| 7 | VPU | Vanguard Utilities Index Fund ETF Shares | ETF-大型株・グロース | 0.51% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | -0.02% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -2.00% | — | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.24% | +0.02% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | — | +0.22% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 0.16% | — | — | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.12% | — | — | |
| 14 | RTX | Rtx CORP | 株式-資本財 | 0.10% | +0.01% | +0.29% | |
| 15 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.08% | — | -0.43% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.08% | +0.01% | -0.52% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.07% | +0.03% | +0.66% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.07% | — | — | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.07% | — | — | |
| 20 | UBER | Uber Technologies INC | 株式-資本財 | 0.07% | — | — | |
| 21 | SD2 | Sandy Spring Bancorp INC | 株式-その他 | 0.06% | — | — | |
| 22 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.06% | — | -0.83% | |
| 23 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.05% | +0.01% | -0.75% | |
| 24 | EMLP | First Trust North American E | ETF-その他 | 0.04% | +0.01% | -0.66% | |
| 25 | INVH | Invitation Homes INC | 株式-不動産 | 0.03% | — | -29.03% | |
| 26 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.03% | — | — | |
| 27 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.02% | — | — | |
| 28 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.01% | — | +37.61% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.01% | -0.01% | +204.46% | |
| 30 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.01% | — | +0.90% | |
| 31 | GWW | Ww Grainger INC | 株式-資本財 | 0.01% | — | -6.94% | |
| 32 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.01% | — | -1.00% | |
| 33 | NUE | Nucor CORP | 株式-素材 | 0.01% | — | -18.55% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.01% | — | -80.33% | |
| 35 | GGG | Graco INC | 株式-資本財 | 0.01% | — | -4.89% | |
| 36 | TROW | T Rowe Price Group INC | 株式-金融 | 0.01% | — | +11.07% | |
| 37 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.01% | — | -0.59% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.01% | — | — | |
| 39 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.01% | — | +18.63% | |
| 40 | ALB | Albemarle CORP | 株式-素材 | 0.01% | — | — | |
| 41 | SEIC | Sei Investments Company | 株式-金融 | 0.01% | — | -1.31% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.01% | — | — | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.01% | — | +1361.90% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.01% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.01% | -0.38% | — | |
| 46 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.01% | — | -85.06% | |
| 47 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.01% | — | -84.77% | |
| 48 | FISV | Fiserv INC | 株式-その他 | 0.01% | — | -3.26% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | — | — | -3.65% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | — | — | -86.91% |