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 | AAPL | Apple INC | 株式-IT | 7.53% | -0.21% | +1.84% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.72% | -0.28% | +1.67% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.45% | +0.12% | NEW | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.81% | -0.45% | +1.63% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.56% | -0.43% | +1.35% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 5.28% | +0.43% | -15.15% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.68% | -0.32% | +0.15% | |
| 8 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 4.67% | — | -27.86% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 4.26% | — | +84.46% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.29% | — | +265.26% | |
| 11 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 3.16% | — | +21.90% | |
| 12 | VFH | Vanguard Financials ETF | ETF-その他 | 3.12% | -1.91% | +45.52% | |
| 13 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 3.01% | — | — | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.97% | — | -0.85% | |
| 15 | PHO | Invesco Water Resources ETF | ETF-その他 | 2.55% | — | +25.22% | |
| 16 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.05% | — | +15.64% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.84% | — | +3017.68% | |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.57% | — | — | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.42% | — | +345.61% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.25% | -0.38% | +1.58% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.24% | — | -0.25% | |
| 22 | PANW | Palo Alto Networks INC | 株式-IT | 1.13% | +0.34% | +969.96% | |
| 23 | DHI | Dr Horton INC | 株式-一般消費財 | 1.11% | — | +691.01% | |
| 24 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.06% | — | +7.19% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.85% | +0.18% | +1.20% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | -0.81% | -4.88% | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.83% | — | +311.31% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.80% | — | +615.76% | |
| 29 | SQQQ | ProShares UltraPro Short QQQ | 株式-その他 | 0.78% | — | -25.59% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.72% | +0.28% | -0.33% | |
| 31 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.70% | +0.51% | -10.83% | |
| 32 | ALB | Albemarle CORP | 株式-素材 | 0.67% | — | +407.95% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.64% | — | +4.72% | |
| 34 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.62% | — | +0.05% | |
| 35 | MRNA | Moderna INC | 株式-ヘルスケア | 0.55% | +0.32% | — | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.55% | — | +2.17% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.53% | — | +33.12% | |
| 38 | VIXYUSD | Proshares Vix Short-term Fut | ETF-その他 | 0.50% | — | — | |
| 39 | MMCA | Nyli Mackay Ca Muni Interm | ETF-その他 | 0.50% | — | +0.75% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.48% | +0.23% | +31.66% | |
| 41 | FSLR | First Solar INC | 株式-IT | 0.48% | — | -18.52% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.46% | +0.01% | -0.67% | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.46% | -0.21% | EXIT | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | — | -2.82% | |
| 45 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.33% | — | -18.98% | |
| 46 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.33% | — | -87.07% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.25% | — | — | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.23% | — | -56.23% | |
| 49 | VDE | Vanguard Energy ETF | ETF-その他 | 0.23% | — | -29.79% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | -0.11% | -1.84% |