CIK: 0001730469
申告総資産額
$2.2億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 22.99% | +1.05% | — | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 15.86% | — | +20.29% | |
| 3 | TRQCAD | Turquoise Hill Resources LTD | 株式-その他 | 10.11% | — | — | |
| 4 | RRC | Range Resources CORP | 株式-エネルギー | 8.18% | — | — | |
| 5 | AR | Antero Resources CORP | 株式-エネルギー | 5.95% | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.15% | +0.86% | — | |
| 7 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 4.86% | — | — | |
| 8 | CP | Canadian Pacific Kansa F | 株式-資本財 | 4.75% | — | +0.21% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.11% | +0.42% | +0.12% | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.95% | -0.17% | — | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.77% | — | — | |
| 12 | PDCEUSD | Pdc Energy INC | 株式-その他 | 2.44% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.40% | +0.19% | — | |
| 14 | ADP | Automatic Data Processing | 株式-IT | 1.39% | — | — | |
| 15 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 1.28% | — | — | |
| 16 | AMT | American Tower CORP | 株式-不動産 | 1.19% | — | +0.55% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.13% | — | — | |
| 18 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.09% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | +1.09% | — | |
| 20 | CLX | Clorox Company | 株式-生活必需品 | 0.57% | — | — | |
| 21 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.42% | — | — | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.31% | +8.58% | +0.18% | |
| 23 | MTTR* | Matterport INC | 株式-その他 | 0.12% | — | — | |
| 24 | CMRC | Commerce.com INC | 株式-その他 | 0.10% | — | — | |
| 25 | WRBY | Warby Parker Inc-class A | 株式-その他 | 0.07% | — | — | |
| 26 | XMTR | Xometry Inc-a | 株式-その他 | 0.07% | — | — |