CIK: 0001570296
申告総資産額
$2.9億
| # | 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 | GBTUSD | Global Blood Therapeutics In | 株式-その他 | 7.90% | — | +0.20% | |
| 2 | PTLAEUR | Portola Pharmaceuticals INC | 株式-その他 | 5.00% | — | -1.60% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.84% | — | -0.39% | |
| 4 | MYOKEUR | Myokardia INC | 株式-その他 | 2.81% | — | -9.48% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.22% | — | +4.68% | |
| 6 | TPLUSD | Texas Pacific Land Trust | 株式-その他 | 1.93% | — | +7.23% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 1.90% | — | +8.28% | |
| 8 | IYK | Ishares US Consumer Staples | ETF-その他 | 1.72% | — | +2.61% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | — | +18.71% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.59% | — | +1.29% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.54% | — | +8.45% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 1.51% | — | +3.09% | |
| 13 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.42% | — | +8.23% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.39% | — | +4.02% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.32% | — | -1.51% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 1.30% | — | +3.18% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | — | +11.75% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.26% | — | +50.67% | |
| 19 | DAY | Dayforce INC | 株式-その他 | 1.25% | — | +6.47% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | — | +6.47% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.21% | — | -1.19% | |
| 22 | PM | Philip Morris International | 株式-生活必需品 | 1.20% | — | +9.10% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.18% | — | +0.17% | |
| 24 | ARCC | Ares Capital CORP | 株式-金融 | 1.17% | — | +15.58% | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 1.09% | — | +19.04% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.08% | — | +17.00% | |
| 27 | MDB | Mongodb INC | 株式-IT | 1.08% | — | +24.50% | |
| 28 | SBAC | Sba Communications CORP | 株式-不動産 | 1.05% | — | — | |
| 29 | EMLP | First Trust North American E | ETF-その他 | 1.02% | — | +3.84% | |
| 30 | BBIO | Bridgebio Pharma INC | 株式-ヘルスケア | 1.01% | — | — | |
| 31 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.98% | — | -1.59% | |
| 32 | PSX | Phillips 66 | 株式-エネルギー | 0.96% | — | +2.98% | |
| 33 | BIIB | Biogen INC | 株式-ヘルスケア | 0.94% | — | +4.82% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.93% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | — | +19.59% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | — | — | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.83% | — | +1.98% | |
| 38 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.83% | — | +1.03% | |
| 39 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.83% | — | -0.12% | |
| 40 | OLED | Universal Display CORP | 株式-IT | 0.81% | — | -4.89% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | — | +0.17% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.77% | — | +107.63% | |
| 43 | GLNG | Golar LNG Limited | 株式-エネルギー | 0.75% | — | +10.62% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | +25.89% | |
| 45 | WY | Weyerhaeuser Co | 株式-不動産 | 0.68% | — | +0.61% | |
| 46 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.65% | — | +0.89% | |
| 47 | COP | Conocophillips | 株式-エネルギー | 0.65% | — | +0.44% | |
| 48 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.63% | — | — | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.61% | — | +4.98% | |
| 50 | AXON | Axon Enterprise INC | 株式-資本財 | 0.58% | — | -5.98% |