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 | 6.13% | — | -4.17% | |
| 2 | MDB | Mongodb INC | 株式-IT | 3.05% | — | +5.85% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.03% | — | +0.53% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.83% | — | +5.39% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.81% | — | +1.13% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.51% | — | +19.56% | |
| 7 | BBIO | Bridgebio Pharma INC | 株式-ヘルスケア | 2.34% | — | +40.53% | |
| 8 | TPLUSD | Texas Pacific Land Trust | 株式-その他 | 2.18% | — | +8.78% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.98% | — | +1.03% | |
| 10 | MYOKEUR | Myokardia INC | 株式-その他 | 1.91% | — | -43.99% | |
| 11 | IYK | Ishares US Consumer Staples | ETF-その他 | 1.90% | — | +0.78% | |
| 12 | ARCC | Ares Capital CORP | 株式-金融 | 1.80% | — | +37.50% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.78% | — | +9.96% | |
| 14 | DAY | Dayforce INC | 株式-その他 | 1.69% | — | -17.36% | |
| 15 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.52% | — | -7.57% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.50% | — | -1.22% | |
| 17 | MO | Altria Group INC | 株式-生活必需品 | 1.46% | — | +2.44% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | — | — | |
| 19 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 1.32% | — | +5.08% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | — | +0.67% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.23% | — | +1.80% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.22% | — | -0.34% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.12% | — | -8.13% | |
| 24 | SBAC | Sba Communications CORP | 株式-不動産 | 1.10% | — | -8.54% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.10% | — | +3.71% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 1.10% | — | +1.70% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.07% | — | -0.97% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.06% | — | -1.27% | |
| 29 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 1.00% | — | -1.63% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.92% | — | +0.44% | |
| 31 | BIIB | Biogen INC | 株式-ヘルスケア | 0.89% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | — | +1.59% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.87% | — | +0.66% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.83% | — | -23.14% | |
| 35 | COUPEUR | Coupa Software INC | 株式-その他 | 0.81% | — | -3.25% | |
| 36 | EMLP | First Trust North American E | ETF-その他 | 0.77% | — | -2.33% | |
| 37 | AXON | Axon Enterprise INC | 株式-資本財 | 0.76% | — | -8.70% | |
| 38 | IRM | Iron Mountain INC | 株式-不動産 | 0.76% | — | +140.50% | |
| 39 | OLED | Universal Display CORP | 株式-IT | 0.76% | — | +5.15% | |
| 40 | SWKS | Skyworks Solutions INC | 株式-IT | 0.75% | — | -2.69% | |
| 41 | SNX | TD Synnex CORP | 株式-IT | 0.72% | — | — | |
| 42 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.69% | — | +10.63% | |
| 43 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.68% | — | +0.01% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | +1.50% | |
| 45 | PSX | Phillips 66 | 株式-エネルギー | 0.68% | — | +2.28% | |
| 46 | ILMN | Illumina INC | 株式-ヘルスケア | 0.67% | — | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.66% | — | -16.67% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | +1.49% | |
| 49 | XLRN | Acceleron Pharma INC | 株式-その他 | 0.65% | — | +363.33% | |
| 50 | COR | Cencora INC | 株式-ヘルスケア | 0.65% | — | — |