CIK: 0001607866
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 | 8.20% | -0.22% | +0.19% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.78% | -1.07% | -0.62% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.59% | -0.59% | -1.17% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.83% | +0.01% | -0.79% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.18% | -0.19% | -1.37% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.58% | — | -4.98% | |
| 7 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.57% | — | -1.53% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | -0.13% | +0.39% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.43% | — | +9.64% | |
| 10 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.38% | -0.08% | -1.06% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 2.34% | -0.15% | -1.73% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.21% | -0.14% | -1.68% | |
| 13 | AMD | Advanced Micro Devices | 株式-IT | 2.19% | -0.02% | +2.35% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.14% | -0.16% | -0.98% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.83% | -0.53% | EXIT | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.79% | -0.31% | +2.00% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.60% | -0.12% | -30.18% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | +0.34% | +1.60% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 1.51% | — | +3.13% | |
| 20 | TGT | Target CORP | 株式-一般消費財 | 1.46% | — | +0.26% | |
| 21 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 1.41% | — | +5.42% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.40% | — | +99.98% | |
| 23 | EQIX | Equinix INC | 株式-不動産 | 1.38% | — | +3.37% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 1.32% | -0.05% | -2.34% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.17% | -0.20% | +293.34% | |
| 26 | C | Citigroup INC | 株式-金融 | 1.17% | — | -0.38% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.15% | — | -1.49% | |
| 28 | ALLY | Ally Financial INC | 株式-金融 | 1.09% | — | +3.21% | |
| 29 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.01% | — | +0.05% | |
| 30 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 0.96% | — | -0.81% | |
| 31 | DXC | Dxc Technology Co | 株式-IT | 0.90% | — | -0.17% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.88% | — | -0.70% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.86% | +0.03% | +2.40% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.84% | — | +21.45% | |
| 35 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.84% | -0.01% | +6.37% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.84% | +0.12% | +0.58% | |
| 37 | GM | General Motors Co | 株式-一般消費財 | 0.82% | — | -4.53% | |
| 38 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.80% | — | -4.83% | |
| 39 | TRMB | Trimble INC | 株式-IT | 0.79% | — | +18.11% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | — | +8.44% | |
| 41 | FSLR | First Solar INC | 株式-IT | 0.74% | — | -0.13% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.69% | +0.25% | NEW | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.63% | — | +3.27% | |
| 44 | DAL | Delta Air Lines INC | 株式-資本財 | 0.62% | — | +0.62% | |
| 45 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 0.61% | — | -2.33% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | — | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | +4.15% | |
| 48 | NVTA1EUR | Invitae CORP | 株式-その他 | 0.59% | — | -2.29% | |
| 49 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.59% | — | -33.07% | |
| 50 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | -0.03% | +129.83% |