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 | AAPL | Apple INC | 株式-IT | 3.90% | — | -3.20% | |
| 2 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 3.72% | — | -0.86% | |
| 3 | MDB | Mongodb INC | 株式-IT | 3.51% | — | -0.04% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.42% | — | -0.39% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.73% | — | +0.35% | |
| 6 | GBTUSD | Global Blood Therapeutics In | 株式-その他 | 2.55% | — | -0.18% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.54% | — | -0.18% | |
| 8 | IYK | Ishares US Consumer Staples | ETF-その他 | 2.00% | — | -1.01% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.99% | — | -2.02% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.97% | — | -1.04% | |
| 11 | RLAY | Relay Therapeutics INC | 株式-その他 | 1.94% | — | — | |
| 12 | ARCC | Ares Capital CORP | 株式-金融 | 1.78% | — | -2.82% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.73% | — | +0.15% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.43% | — | -0.18% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.40% | — | — | |
| 16 | MSCI | Msci INC | 株式-金融 | 1.34% | — | +3.29% | |
| 17 | MRVL | Marvell Technology INC | 株式-IT | 1.34% | — | -0.89% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.33% | — | +5.80% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 1.32% | — | -1.16% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | — | +0.35% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | — | -2.70% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.09% | — | -0.16% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.09% | — | -1.53% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.08% | — | -2.53% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | — | — | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 1.02% | — | -3.89% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.00% | — | +17.12% | |
| 28 | IRDM | Iridium Communications INC | 株式-通信サービス | 0.86% | — | -0.41% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | — | -5.57% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.84% | — | +1.61% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 0.83% | — | -0.47% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.80% | — | -1.45% | |
| 33 | GLNG | Golar LNG Limited | 株式-エネルギー | 0.79% | — | -0.33% | |
| 34 | EMLP | First Trust North American E | ETF-その他 | 0.74% | — | — | |
| 35 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.72% | — | -0.38% | |
| 36 | COR | Cencora INC | 株式-ヘルスケア | 0.71% | — | — | |
| 37 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.68% | — | -1.18% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.68% | — | +16.82% | |
| 39 | AXON | Axon Enterprise INC | 株式-資本財 | 0.67% | — | — | |
| 40 | SBAC | Sba Communications CORP | 株式-不動産 | 0.67% | — | -2.63% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | -0.81% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.65% | — | +4.34% | |
| 43 | DAY | Dayforce INC | 株式-その他 | 0.64% | — | — | |
| 44 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.63% | — | -4.23% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.63% | — | -3.03% | |
| 46 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.62% | — | -1.68% | |
| 47 | PLRX | Pliant Therapeutics INC | 株式-その他 | 0.62% | — | +6.80% | |
| 48 | BBIO | Bridgebio Pharma INC | 株式-ヘルスケア | 0.61% | — | +5.46% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | — | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.60% | — | — |