CIK: 0001760263
申告総資産額
$5.1億
| # | 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 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.91% | — | +149.42% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.72% | -0.28% | -18.56% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.34% | -0.21% | +1.52% | |
| 4 | SH1USD | Proshares Short S&p500 | ETF-その他 | 5.29% | — | +136.11% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.27% | -0.32% | -47.20% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.27% | — | -0.27% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.78% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 4.25% | -0.45% | +0.67% | |
| 9 | T | At&t INC | 株式-通信サービス | 3.92% | — | +89.60% | |
| 10 | VNLA | Janus Henderson Short Durati | ETF-その他 | 3.72% | — | — | |
| 11 | VFH | Vanguard Financials ETF | ETF-その他 | 3.37% | -1.91% | -9.49% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.11% | -0.43% | -0.70% | |
| 13 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 3.11% | — | — | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.85% | — | +13.31% | |
| 15 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 2.74% | — | +7.22% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 2.69% | — | +1.59% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.56% | — | +5.01% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.42% | — | — | |
| 19 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.34% | +0.22% | +15.69% | |
| 20 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.32% | +0.18% | -31.93% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 2.16% | — | — | |
| 22 | SQM | Quimica Y Minera Chil-sp Adr | 株式-その他 | 2.16% | — | — | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.50% | — | — | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.43% | — | +0.77% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.31% | — | -60.46% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.25% | — | -45.79% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.23% | — | +7.88% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.20% | — | — | |
| 29 | CGC | Canopy Growth Corporation | 株式-ヘルスケア | 1.19% | — | — | |
| 30 | VIXYUSD | Proshares Vix Short-term Fut | ETF-その他 | 1.19% | — | — | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.17% | +0.57% | -58.27% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | -3.53% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.15% | — | -49.80% | |
| 34 | PANW | Palo Alto Networks INC | 株式-IT | 1.14% | +0.34% | -64.97% | |
| 35 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.10% | — | +4.30% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | -0.38% | -1.71% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.40% | — | +49.37% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.22% | — | +10.75% | |
| 39 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.21% | — | — | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.20% | — | — | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.19% | — | — | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.18% | — | +5.93% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | -0.11% | — | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.14% | — | — | |
| 45 | F | Ford Motor Co | 株式-一般消費財 | 0.06% | — | — |