CIK: 0001715862
申告総資産額
$4.2億
| # | 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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.95% | -0.99% | -0.41% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.76% | -0.20% | +273.83% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.83% | +1.97% | NEW | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.75% | -0.51% | +20.64% | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 3.54% | — | +8.25% | |
| 6 | CRM | Salesforce INC | 株式-IT | 3.08% | -1.30% | EXIT | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.89% | — | -0.90% | |
| 8 | NXPI | NXP Semiconductors N.V. | 株式-IT | 2.73% | — | -0.80% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.70% | -0.17% | +3.55% | |
| 10 | NFLX | Netflix INC | 株式-通信サービス | 2.69% | — | +192.05% | |
| 11 | FRCB | First Republic Bank/ca | 株式-金融 | 2.64% | — | -1.86% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.43% | +1.02% | NEW | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.37% | — | +298.17% | |
| 14 | ACN | Accenture plc | 株式-IT | 2.25% | -0.21% | +35.54% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.25% | -0.14% | +1.49% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 2.17% | — | -1.91% | |
| 17 | ENPH | Enphase Energy INC | 株式-IT | 2.06% | — | +38.56% | |
| 18 | SEDG | Solaredge Technologies INC | 株式-IT | 2.05% | — | +22.78% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.92% | — | -25.50% | |
| 20 | DVN | Devon Energy CORP | 株式-エネルギー | 1.87% | — | +6.77% | |
| 21 | MDT | Medtronic plc | 株式-ヘルスケア | 1.80% | — | -15.25% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.79% | -0.64% | +185.85% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.78% | -0.56% | EXIT | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.74% | -0.14% | +4.62% | |
| 25 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.72% | — | — | |
| 26 | TROW | T Rowe Price Group INC | 株式-金融 | 1.64% | — | -0.46% | |
| 27 | CB | Chubb Limited | 株式-金融 | 1.53% | — | +1.92% | |
| 28 | LIN | Linde plc | 株式-素材 | 1.43% | — | +1.25% | |
| 29 | IRDM | Iridium Communications INC | 株式-通信サービス | 1.39% | — | — | |
| 30 | KIM | Kimco Realty CORP | 株式-不動産 | 1.36% | — | -2.37% | |
| 31 | AXON | Axon Enterprise INC | 株式-資本財 | 1.34% | — | — | |
| 32 | BLKCHF | Blackrock INC | 株式-その他 | 1.32% | — | -0.63% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 1.28% | — | +1.51% | |
| 34 | TTEK | Tetra Tech INC | 株式-資本財 | 1.28% | — | — | |
| 35 | YETI | Yeti Holdings INC | 株式-一般消費財 | 1.25% | — | — | |
| 36 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 1.21% | — | +51.98% | |
| 37 | SWKS | Skyworks Solutions INC | 株式-IT | 1.21% | — | — | |
| 38 | ES | Eversource Energy | 株式-公益事業 | 1.09% | — | +3.44% | |
| 39 | SE | Sea Ltd-adr | 株式-通信サービス | 1.06% | — | -25.55% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.99% | — | +12.31% | |
| 41 | DDOG | Datadog INC - Class A | 株式-IT | 0.95% | — | — | |
| 42 | SHOP | Shopify INC - Class A | 株式-IT | 0.86% | — | -14.76% | |
| 43 | FCFS | FirstCash Holdings, Inc. | 株式-金融 | 0.84% | — | — | |
| 44 | ASML | ASML Holding N.V. | 株式-IT | 0.81% | — | +4.95% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.78% | — | +3.49% | |
| 46 | GME | GameStop Corp. | 株式-一般消費財 | 0.75% | — | — | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.73% | — | +9.96% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.72% | — | +11.69% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | +16.34% | |
| 50 | ETSY | Etsy INC | 株式-一般消費財 | 0.64% | — | -55.95% |