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 | 4.88% | — | -4.53% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.46% | — | +658.51% | |
| 3 | RLAY | Relay Therapeutics INC | 株式-その他 | 3.33% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.14% | — | -0.33% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.75% | — | -10.95% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.73% | — | +0.19% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.72% | — | -12.27% | |
| 8 | MDB | Mongodb INC | 株式-IT | 2.66% | — | -10.66% | |
| 9 | BBIO | Bridgebio Pharma INC | 株式-ヘルスケア | 2.55% | — | -0.87% | |
| 10 | MYOKEUR | Myokardia INC | 株式-その他 | 2.48% | — | -3.38% | |
| 11 | IYK | Ishares US Consumer Staples | ETF-その他 | 1.90% | — | -10.99% | |
| 12 | ARCC | Ares Capital CORP | 株式-金融 | 1.72% | — | +3.78% | |
| 13 | TPLUSD | Texas Pacific Land Trust | 株式-その他 | 1.49% | — | -6.06% | |
| 14 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.43% | — | -6.09% | |
| 15 | DAY | Dayforce INC | 株式-その他 | 1.39% | — | -17.17% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.37% | — | -30.35% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | — | -0.36% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 1.25% | — | -9.48% | |
| 19 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 1.23% | — | -12.32% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.23% | — | -9.58% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.20% | — | -3.45% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.18% | — | -18.26% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | — | -7.88% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.17% | — | — | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.09% | — | -8.32% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.08% | — | +0.82% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.04% | — | -1.62% | |
| 28 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.98% | — | -7.58% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.97% | — | -13.28% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.94% | — | -5.90% | |
| 31 | OLED | Universal Display CORP | 株式-IT | 0.86% | — | -1.96% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.84% | — | +4.75% | |
| 33 | SBAC | Sba Communications CORP | 株式-不動産 | 0.81% | — | -28.00% | |
| 34 | SWKS | Skyworks Solutions INC | 株式-IT | 0.79% | — | -3.35% | |
| 35 | MSCI | Msci INC | 株式-金融 | 0.75% | — | +61.14% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.75% | — | — | |
| 37 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.75% | — | +0.63% | |
| 38 | BIIB | Biogen INC | 株式-ヘルスケア | 0.74% | — | -17.75% | |
| 39 | COUPEUR | Coupa Software INC | 株式-その他 | 0.74% | — | -4.20% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | -17.19% | |
| 41 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.69% | — | -1.90% | |
| 42 | EMLP | First Trust North American E | ETF-その他 | 0.69% | — | -1.92% | |
| 43 | AXON | Axon Enterprise INC | 株式-資本財 | 0.68% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.66% | — | +1.25% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.66% | — | -1.63% | |
| 46 | CLOU | Global X Cloud Computing ETF | ETF-その他 | 0.66% | — | +61.74% | |
| 47 | FPX | First Trust US Equity Opport | ETF-その他 | 0.65% | — | -1.18% | |
| 48 | IRM | Iron Mountain INC | 株式-不動産 | 0.63% | — | -15.47% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.63% | — | +40.38% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.63% | — | +0.20% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +2% | +658.51% | 増加 |
| 2 | MYOKEUR | Myokardia INC | +0.6% | -3.38% | 減少 |
| 3 | MSCI | Msci INC | +0.3% | +61.14% | 増加 |
| 4 | CLOU | Global X Cloud Computing ETF | +0.3% | +61.74% | 増加 |
| 5 | JNK | Ss Spdr Bb High Yield Bond | +0.2% | +185.43% | 増加 |
| 6 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +0.19% | 増加 |
| 7 | BBIO | Bridgebio Pharma INC | +0.2% | -0.87% | 減少 |
| 8 | HD | Home Depot INC | +0.2% | +156.09% | 増加 |
| 9 | ACN | Accenture plc | +0.2% | +40.38% | 増加 |
| 10 | SPHR | Sphere Entertainment Co | +0.2% | +81.24% | 増加 |
| 11 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +42.77% | 増加 |
| 12 | UPS | United Parcel Service-cl B | +0.1% | -5.42% | 減少 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.33% | 減少 |
| 14 | NEO | Neogenomics INC | +0.1% | +80.00% | 増加 |
| 15 | OLED | Universal Display CORP | +0.1% | -1.96% | 減少 |
| 16 | MCD | Mcdonald's CORP | +0.1% | +6.14% | 増加 |
| 17 | PSK | Ss Spdr Ice Pref Sec ETF | +0.1% | +68.30% | 増加 |
| 18 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -18.26% | 減少 |
| 19 | IWB | Ishares Russell 1000 ETF | +0.1% | — | 変化なし |
| 20 | COP | Conocophillips | -0.1% | -14.47% | 減少 |
| 21 | IRM | Iron Mountain INC | -0.1% | -15.47% | 減少 |
| 22 | IMGNEUR | Immunogen INC | -0.2% | -13.94% | 減少 |
| 23 | GOOG | Alphabet Inc-cl C | -0.2% | -17.19% | 減少 |
| 24 | BIIB | Biogen INC | -0.2% | -17.75% | 減少 |
| 25 | XLRN | Acceleron Pharma INC | -0.2% | -33.09% | 減少 |
| 26 | ILMN | Illumina INC | -0.2% | -8.16% | 減少 |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -40.00% | 減少 |
| 28 | MO | Altria Group INC | -0.2% | -9.48% | 減少 |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | -0.2% | -53.34% | 減少 |
| 30 | PSX | Phillips 66 | -0.2% | -4.46% | 減少 |
| 31 | SBAC | Sba Communications CORP | -0.3% | -28.00% | 減少 |
| 32 | DAY | Dayforce INC | -0.3% | -17.17% | 減少 |
| 33 | CVS | Cvs Health CORP | -0.4% | -6.09% | 減少 |
| 34 | MDB | Mongodb INC | -0.4% | -10.66% | 減少 |
| 35 | GILD | Gilead Sciences INC | -0.4% | -8.32% | 減少 |
| 36 | V | Visa Inc-class A Shares | -0.6% | -30.35% | 減少 |
| 37 | TPLUSD | Texas Pacific Land Trust | -0.7% | -6.06% | 減少 |
| 38 | GBTUSD | Global Blood Therapeutics In | -1.3% | -4.53% | 減少 |
| 39 | RLAY | Relay Therapeutics INC | — | NEW | 新規購入 |
| 40 | SNX | TD Synnex CORP | — | EXIT | 全売却 |
| 41 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | — | NEW | 新規購入 |
| 42 | FSLY | Fastly INC - Class A | — | NEW | 新規購入 |
| 43 | AMLP | Alerian Mlp ETF | — | EXIT | 全売却 |
| 44 | DLR | Digital Realty Trust INC | — | EXIT | 全売却 |
| 45 | DON | Wisdomtree US Midcap Dividen | — | EXIT | 全売却 |
| 46 | FFIV | F5 INC | — | EXIT | 全売却 |
| 47 | NSC | Norfolk Southern CORP | — | NEW | 新規購入 |
| 48 | RDY | Dr. Reddy's Laboratories-adr | — | NEW | 新規購入 |
| 49 | XLE | Ss Energy Select Sector | — | EXIT | 全売却 |
| 50 | SYNA | Synaptics INC | — | EXIT | 全売却 |