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 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 11.92% | -6.62% | — | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 7.89% | -19.27% | -17.98% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.12% | +12.89% | +0.29% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.07% | +8.33% | +4.12% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 5.89% | — | -30.39% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.75% | -4.65% | +1.35% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.45% | +4.52% | -4.00% | |
| 8 | IQLT | Ishares Msci International Q | ETF-その他 | 2.41% | — | +5.83% | |
| 9 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.29% | — | +12.61% | |
| 10 | AMD | Advanced Micro Devices | 株式-IT | 2.29% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.29% | +1.54% | -3.79% | |
| 12 | SMCI | Super Micro Computer INC | 株式-IT | 2.26% | — | +108.77% | |
| 13 | SNOW | Snowflake INC | 株式-IT | 2.20% | — | — | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.98% | — | — | |
| 15 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 1.80% | — | -17.66% | |
| 16 | RFIX | Simplify Bond Bull ETF | ETF-その他 | 1.73% | — | -78.55% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.67% | +0.62% | NEW | |
| 18 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 1.63% | +0.10% | -1.60% | |
| 19 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 1.62% | — | -0.40% | |
| 20 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.60% | — | -8.18% | |
| 21 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.59% | — | +8.40% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.43% | +0.12% | +3.47% | |
| 23 | BIIB | Biogen INC | 株式-ヘルスケア | 1.40% | — | — | |
| 24 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.27% | — | — | |
| 25 | ANF | Abercrombie & Fitch Co-cl A | 株式-一般消費財 | 1.26% | — | +39.60% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.13% | — | +3.66% | |
| 27 | CELH | Celsius Holdings INC | 株式-生活必需品 | 1.01% | — | — | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.97% | -0.78% | EXIT | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.96% | -0.80% | EXIT | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.91% | -1.51% | EXIT | |
| 31 | ECL | Ecolab INC | 株式-素材 | 0.88% | — | — | |
| 32 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.68% | — | — | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.67% | — | -21.10% | |
| 34 | BILL | Bill Holdings INC | 株式-IT | 0.65% | — | +36.61% | |
| 35 | OKTA | Okta INC | 株式-IT | 0.64% | — | +64.84% | |
| 36 | EWM | Ishares Msci Malaysia ETF | ETF-その他 | 0.60% | — | +6.04% | |
| 37 | TWLO | Twilio INC - A | 株式-IT | 0.60% | — | — | |
| 38 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.60% | — | — | |
| 39 | TAFI | AB Tax Aware Short Dur Muni | ETF-その他 | 0.55% | — | -18.48% | |
| 40 | ROKU | Roku INC | 株式-通信サービス | 0.50% | — | +51.18% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.49% | — | -62.00% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.48% | — | — | |
| 43 | DHI | Dr Horton INC | 株式-一般消費財 | 0.48% | — | -75.66% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | -22.96% | |
| 45 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.47% | — | -61.23% | |
| 46 | LMND | Lemonade INC | 株式-金融 | 0.47% | — | +35.97% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | — | +238.65% | |
| 48 | SOUN | Soundhound Ai Inc-a | 株式-IT | 0.42% | — | — | |
| 49 | WELL | Welltower INC | 株式-不動産 | 0.33% | — | +4.63% | |
| 50 | HIPO | Hippo Holdings INC | 株式-その他 | 0.32% | — | -10.67% |