CIK: 0001722283
申告総資産額
$2.8億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 16.05% | -19.27% | +52.84% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.30% | +12.89% | -6.93% | |
| 3 | RFIX | Simplify Bond Bull ETF | ETF-その他 | 9.07% | — | — | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.47% | -4.65% | +153.77% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.49% | +1.54% | +80.90% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 3.82% | — | -0.79% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.59% | +8.33% | -3.90% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.35% | +4.52% | -4.79% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.76% | — | +14.15% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.64% | -0.80% | EXIT | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.41% | +0.22% | — | |
| 12 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 1.99% | — | +18.38% | |
| 13 | FIS | Fidelity National Info Serv | 株式-IT | 1.88% | — | +11.98% | |
| 14 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 1.81% | — | -6.95% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.70% | — | — | |
| 16 | IQLT | Ishares Msci International Q | ETF-その他 | 1.68% | — | +2.03% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.63% | — | +1560.05% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.62% | +0.12% | +3.86% | |
| 19 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 1.58% | +0.10% | -5.91% | |
| 20 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.37% | — | +206.15% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.28% | +0.62% | NEW | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.27% | +0.50% | NEW | |
| 23 | KR | Kroger Co | 株式-生活必需品 | 1.27% | — | -47.41% | |
| 24 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.26% | — | -11.44% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.23% | — | — | |
| 26 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.22% | — | +11.15% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.08% | +0.16% | -37.33% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.99% | — | — | |
| 29 | ED | Consolidated Edison INC | 株式-公益事業 | 0.92% | — | -0.19% | |
| 30 | ECL | Ecolab INC | 株式-素材 | 0.90% | — | — | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.89% | — | -60.20% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.83% | -1.51% | EXIT | |
| 33 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.81% | — | — | |
| 34 | DBO | Invesco Db Oil Fund | ETF-その他 | 0.71% | — | — | |
| 35 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 0.67% | +1.52% | NEW | |
| 36 | ROKU | Roku INC | 株式-通信サービス | 0.54% | — | +99.58% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.53% | — | -13.49% | |
| 38 | TAFI | AB Tax Aware Short Dur Muni | ETF-その他 | 0.44% | — | +19.58% | |
| 39 | BILL | Bill Holdings INC | 株式-IT | 0.40% | — | — | |
| 40 | AAPL | Apple INC | 株式-IT | 0.36% | — | -1.00% | |
| 41 | OKTA | Okta INC | 株式-IT | 0.25% | — | -65.99% | |
| 42 | DOCU | Docusign INC | 株式-IT | 0.25% | — | -7.03% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.25% | — | -52.65% | |
| 44 | LMND | Lemonade INC | 株式-金融 | 0.24% | — | — | |
| 45 | INTC | Intel CORP | 株式-IT | 0.23% | — | — | |
| 46 | HIPO | Hippo Holdings INC | 株式-その他 | 0.20% | — | — | |
| 47 | ENVX | Enovix CORP | 株式-その他 | 0.19% | — | -12.37% | |
| 48 | EWM | Ishares Msci Malaysia ETF | ETF-その他 | 0.19% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | — | -19.21% | |
| 50 | EDEN | Ishares Msci Denmark ETF | ETF-その他 | 0.17% | — | — |