CIK: 0001582272
申告総資産額
$1.9億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 24.42% | +30.14% | +5.47% | |
| 2 | PAYO | Payoneer Global INC | 株式-その他 | 16.59% | -0.03% | — | |
| 3 | INTU | Intuit INC | 株式-IT | 15.24% | +9.49% | -6.59% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.21% | +8.68% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.76% | +9.32% | +12.30% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.21% | +4.41% | +9.31% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.77% | — | +0.49% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.73% | +4.60% | +15.99% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.69% | -2.97% | — | |
| 10 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.26% | — | — | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.18% | +2.04% | +0.34% | |
| 12 | KCCA | Kraneshares California Carbo | ETF-その他 | 1.02% | +0.61% | -4.88% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.89% | — | +0.05% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.89% | +0.78% | +0.05% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.70% | -1.99% | — | |
| 16 | ATMP | Ipath Select Mlp Etn | ETF-その他 | 0.66% | — | +14.66% | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.65% | — | +18.94% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | — | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.55% | -7.91% | — | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.48% | +0.29% | — | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.46% | — | — | |
| 22 | NOW | Servicenow INC | 株式-IT | 0.46% | -0.28% | — | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | — | +0.02% | |
| 24 | HUBS | Hubspot INC | 株式-IT | 0.39% | — | — | |
| 25 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.39% | +0.43% | — | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.34% | — | — | |
| 27 | MDB | Mongodb INC | 株式-IT | 0.25% | — | -2.20% | |
| 28 | CI | THE Cigna Group | 株式-ヘルスケア | 0.25% | +0.24% | — | |
| 29 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.23% | -10.32% | — | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | +0.27% | — | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.16% | -3.96% | +0.44% | |
| 32 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.15% | — | — | |
| 33 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 0.13% | +0.19% | +73.12% | |
| 34 | BX | Blackstone INC | 株式-金融 | 0.13% | — | +0.07% | |
| 35 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.13% | +0.18% | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | +0.17% | — | |
| 37 | WPC | Wp Carey INC | 株式-不動産 | 0.11% | — | — | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.10% | — | — | |
| 39 | ROK | Rockwell Automation INC | 株式-資本財 | 0.09% | — | — | |
| 40 | KWR | Quaker Chemical Corporation | 株式-その他 | 0.09% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | +0.14% | +0.06% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.07% | +0.13% | — | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.07% | — | — | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.07% | — | — | |
| 45 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.07% | — | -42.26% | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.07% | — | +0.33% | |
| 47 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.06% | — | — | |
| 48 | GLW | Corning INC | 株式-IT | 0.05% | +0.14% | — | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.05% | — | — | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.05% | — | — |