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 | 8.99% | -0.22% | -5.59% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.01% | -1.07% | -0.16% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.66% | -0.59% | +1.24% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.49% | +0.01% | -2.91% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.80% | — | +3.69% | |
| 6 | QCOM | Qualcomm INC | 株式-IT | 2.41% | — | +38.26% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.37% | -0.13% | -5.24% | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 2.22% | -0.02% | +0.80% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.17% | — | -1.36% | |
| 10 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.97% | — | -0.67% | |
| 11 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.94% | -0.08% | -5.77% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.88% | +0.57% | +7.26% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.81% | -0.15% | -19.28% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.78% | -0.20% | +16.70% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.78% | -0.16% | -11.78% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.77% | -0.14% | +0.83% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.71% | -0.53% | EXIT | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.65% | +0.34% | +0.62% | |
| 19 | MRVL | Marvell Technology INC | 株式-IT | 1.63% | — | +10.33% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.48% | — | +2.78% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.46% | -0.12% | +0.12% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.43% | -0.31% | +98.10% | |
| 23 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.39% | — | +10.59% | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.36% | — | +59.72% | |
| 25 | TGT | Target CORP | 株式-一般消費財 | 1.34% | — | +1.90% | |
| 26 | EQIX | Equinix INC | 株式-不動産 | 1.31% | — | +4.79% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.29% | — | +10.60% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 1.23% | +0.39% | +56.25% | |
| 29 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.17% | — | +2.42% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.05% | — | +11.01% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.19% | -46.40% | |
| 32 | ALLY | Ally Financial INC | 株式-金融 | 0.93% | — | +2.06% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.92% | — | -2.59% | |
| 34 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 0.90% | — | -46.47% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | +0.12% | +0.05% | |
| 36 | PLUG | Plug Power INC | 株式-資本財 | 0.83% | — | +2.07% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.83% | — | +2.50% | |
| 38 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.82% | -0.01% | -4.09% | |
| 39 | DXC | Dxc Technology Co | 株式-IT | 0.76% | — | -4.81% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.75% | — | +0.43% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.73% | +0.03% | -2.20% | |
| 42 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.72% | — | +1.88% | |
| 43 | GM | General Motors Co | 株式-一般消費財 | 0.72% | — | +1.08% | |
| 44 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.72% | +0.25% | NEW | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | — | +13.09% | |
| 46 | GFS | GLOBALFOUNDRIES Inc. | 株式-IT | 0.66% | — | +17.67% | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.61% | -0.03% | +2.39% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | — | -0.02% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.60% | +0.25% | NEW | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | -2.38% |