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 | 10.12% | -19.27% | -33.36% | |
| 2 | RFIX | Simplify Bond Bull ETF | ETF-その他 | 9.69% | — | +24.39% | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 8.83% | — | +151.18% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.93% | +12.89% | -35.52% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.87% | +8.33% | +58.05% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.39% | -4.65% | -5.46% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.65% | — | +1052.12% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.37% | +4.52% | -1.61% | |
| 9 | IQLT | Ishares Msci International Q | ETF-その他 | 2.34% | — | +35.97% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.30% | +1.54% | -54.01% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.17% | — | -17.26% | |
| 12 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 2.06% | — | +6.72% | |
| 13 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.00% | — | +94.32% | |
| 14 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.83% | — | +55.48% | |
| 15 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 1.82% | — | +34.85% | |
| 16 | FIS | Fidelity National Info Serv | 株式-IT | 1.80% | — | -7.35% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.79% | +0.62% | NEW | |
| 18 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 1.70% | +0.10% | +15.85% | |
| 19 | DHI | Dr Horton INC | 株式-一般消費財 | 1.57% | — | — | |
| 20 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.53% | — | +32.41% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.36% | +0.12% | -16.60% | |
| 22 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-その他 | 1.21% | — | — | |
| 23 | SMCI | Super Micro Computer INC | 株式-IT | 1.17% | — | — | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.14% | -0.78% | EXIT | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.14% | -0.80% | EXIT | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | +0.50% | NEW | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.11% | -1.51% | EXIT | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.07% | — | — | |
| 29 | ANF | Abercrombie & Fitch Co-cl A | 株式-一般消費財 | 0.92% | — | — | |
| 30 | ECL | Ecolab INC | 株式-素材 | 0.91% | — | — | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.86% | — | +99.23% | |
| 32 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.83% | — | +16.17% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.83% | — | — | |
| 34 | 62C | Piper Sandler Cos | 株式-その他 | 0.72% | — | — | |
| 35 | TAFI | AB Tax Aware Short Dur Muni | ETF-その他 | 0.71% | — | +68.01% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | — | — | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.58% | — | — | |
| 38 | EWM | Ishares Msci Malaysia ETF | ETF-その他 | 0.56% | — | +201.44% | |
| 39 | OKTA | Okta INC | 株式-IT | 0.45% | — | +94.94% | |
| 40 | BILL | Bill Holdings INC | 株式-IT | 0.44% | — | +15.47% | |
| 41 | MDB | Mongodb INC | 株式-IT | 0.44% | — | — | |
| 42 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.43% | — | — | |
| 43 | IBP | Installed Building Products | 株式-一般消費財 | 0.42% | — | — | |
| 44 | CXW | Corecivic INC | 株式-その他 | 0.40% | — | — | |
| 45 | EDEN | Ishares Msci Denmark ETF | ETF-その他 | 0.31% | — | +74.60% | |
| 46 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.31% | — | +82.02% | |
| 47 | ROKU | Roku INC | 株式-通信サービス | 0.30% | — | -52.79% | |
| 48 | KD | Kyndryl Holdings INC | 株式-IT | 0.30% | — | — | |
| 49 | LMND | Lemonade INC | 株式-金融 | 0.30% | — | -5.17% | |
| 50 | HIPO | Hippo Holdings INC | 株式-その他 | 0.29% | — | +38.59% |