CIK: 0001730945
申告総資産額
$3.7億
| # | 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 | 4.71% | +0.06% | -0.95% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.51% | -0.17% | -4.19% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.16% | +0.08% | +1.32% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.05% | -0.07% | -1.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.72% | +0.37% | +0.97% | |
| 6 | MELI | Mercadolibre INC | 株式-一般消費財 | 3.63% | — | +9.40% | |
| 7 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 3.15% | — | -11.88% | |
| 8 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 2.68% | -0.24% | -9.11% | |
| 9 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 2.48% | -0.10% | -0.64% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.44% | — | +1.77% | |
| 11 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 2.40% | — | +13.52% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.32% | -0.03% | -0.38% | |
| 13 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 2.18% | — | -25.37% | |
| 14 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 1.93% | — | -16.47% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.84% | — | -8.70% | |
| 16 | WIW | Western Asst Infl-lnk Opp | 株式-その他 | 1.67% | — | +13.07% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.54% | +0.16% | +0.09% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.48% | +0.51% | +70.07% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.45% | — | +12.64% | |
| 20 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.44% | — | -2.87% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.43% | — | +21.36% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.39% | — | -1.02% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.38% | -0.13% | — | |
| 24 | DSU | Blackrock Debt Strategies | 株式-その他 | 1.37% | — | -1.93% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.33% | — | +0.07% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | — | +0.08% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.17% | — | +1.80% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.16% | -1.29% | EXIT | |
| 29 | AA | Alcoa CORP | 株式-素材 | 1.09% | — | -9.28% | |
| 30 | GE | General Electric | 株式-資本財 | 0.96% | — | +2.39% | |
| 31 | XFRAX | Blackrock Fltng Rt INC Strat | 株式-その他 | 0.91% | — | +4.29% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | — | +6.75% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | — | +8.13% | |
| 34 | CSX | Csx CORP | 株式-資本財 | 0.82% | — | — | |
| 35 | CNH | CNH Industrial N.V. | 株式-資本財 | 0.81% | — | -2.31% | |
| 36 | EMBJ | Embraer Sa-spon Adr | 株式-資本財 | 0.80% | — | +342.60% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | -1.15% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.76% | +0.03% | +1.25% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | +10.79% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.68% | — | +14.45% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.63% | — | +8.72% | |
| 42 | ROST | Ross Stores INC | 株式-一般消費財 | 0.62% | — | — | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | — | |
| 44 | CLH | Clean Harbors INC | 株式-資本財 | 0.57% | — | -0.86% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | -0.17% | +12.45% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | +1.33% | |
| 48 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.55% | — | +0.04% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.52% | +0.08% | +43.86% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.51% | +0.02% | +22.84% |