CIK: 0001858782
申告総資産額
$7.2億
| # | 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 | 7.71% | -0.24% | -0.16% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.49% | -0.30% | +2.97% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.21% | -0.02% | +12.04% | |
| 4 | AMD | Advanced Micro Devices | 株式-IT | 5.18% | +1.50% | +5.97% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.97% | -0.16% | +8.87% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.14% | — | +41.73% | |
| 7 | DOCU | Docusign INC | 株式-IT | 2.70% | — | +7.69% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.57% | — | +18.96% | |
| 9 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 2.40% | — | +24.14% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.28% | — | +44.37% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.26% | — | +51.58% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.12% | -0.21% | +12.13% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | +0.06% | +3.23% | |
| 14 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.94% | — | +9.89% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.87% | -0.08% | -5.48% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.72% | -0.02% | -4.89% | |
| 17 | EWU | Ishares Msci United Kingdom | ETF-その他 | 1.63% | — | +131.71% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | -0.10% | +0.64% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.24% | +0.04% | -10.24% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.24% | — | +0.75% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.22% | -0.08% | -7.43% | |
| 22 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.20% | — | +4.48% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | +3.64% | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.17% | — | +32.60% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.17% | — | -2.93% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.12% | — | +30.52% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | — | +17.43% | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.05% | — | +8.37% | |
| 29 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.94% | — | +11.84% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.88% | — | +42.75% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.84% | -0.40% | +308.29% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.84% | — | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | -0.19% | +20.11% | |
| 34 | SNN | Smith & Nephew PLC -spon Adr | 株式-その他 | 0.81% | — | +19.44% | |
| 35 | ICUI | Icu Medical INC | 株式-その他 | 0.81% | — | +12.21% | |
| 36 | HP5A | Equity Commonwealth | 株式-その他 | 0.74% | — | +4.27% | |
| 37 | BAX | Baxter International INC | 株式-ヘルスケア | 0.69% | — | +13.01% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.69% | — | +337.71% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.69% | +0.29% | NEW | |
| 40 | SF9 | Sanderson Farms INC | 株式-その他 | 0.67% | — | +4.69% | |
| 41 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.64% | — | -4.29% | |
| 42 | NTRS | Northern Trust CORP | 株式-金融 | 0.57% | — | +10.82% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.55% | +0.05% | — | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -4.50% | |
| 45 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.53% | — | +68.47% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | — | — | |
| 47 | CB | Chubb Limited | 株式-金融 | 0.51% | — | +1.53% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | -2.63% | |
| 49 | HTO | H2o America | 株式-その他 | 0.50% | — | +2.43% | |
| 50 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.49% | — | +0.26% |