CIK: 0001697303
申告総資産額
$3.5億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.05% | -1.55% | +3.67% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.80% | -0.01% | +17.54% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 10.93% | -1.12% | +32.74% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 6.37% | +0.23% | +1057.00% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 5.93% | -0.18% | -1.28% | |
| 6 | DRRXEUR | Durect Corporation | 株式-その他 | 3.74% | — | +3.40% | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.50% | +0.44% | +35.62% | |
| 8 | ARKK | Ark Innovation ETF | ETF-その他 | 2.93% | — | -41.66% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.73% | +0.04% | -7.59% | |
| 10 | INTF | Ishares International Equity | ETF-その他 | 2.72% | +0.46% | +98.20% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.30% | +0.16% | +15.39% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 2.13% | — | +1.39% | |
| 13 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.71% | — | -17.78% | |
| 14 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.67% | — | +6.23% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.37% | -1.01% | |
| 16 | PAAS | Pan American Silver CORP | 株式-素材 | 1.58% | — | -10.26% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.54% | +1.17% | -21.41% | |
| 18 | NVAX | Novavax INC | 株式-ヘルスケア | 1.51% | — | -62.92% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.49% | -0.16% | +2.49% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | — | +3.15% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.05% | +0.30% | -57.21% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.95% | -0.95% | -44.47% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.94% | — | +50.90% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.73% | — | +7.36% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.63% | — | +14.08% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.63% | +0.58% | -19.63% | |
| 27 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.61% | — | -21.65% | |
| 28 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.61% | +0.26% | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | -0.15% | -45.48% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.60% | — | -1.26% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | -26.54% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.53% | — | -5.26% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -9.30% | |
| 34 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.45% | +0.51% | -40.41% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | — | — | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.43% | +0.15% | +32.68% | |
| 37 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.43% | — | +0.08% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.21% | -7.39% | |
| 39 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.42% | — | — | |
| 40 | MQ8 | Mag Silver CORP | 株式-その他 | 0.41% | — | — | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | -2.20% | |
| 42 | EQX | Equinox Gold CORP | 株式-その他 | 0.41% | — | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | — | +12.92% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | +0.09% | — | |
| 45 | ES | Eversource Energy | 株式-公益事業 | 0.38% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.37% | +0.93% | -34.75% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.36% | — | -10.07% | |
| 48 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.33% | +0.08% | +0.23% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | — | +1.07% | |
| 50 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.30% | — | — |