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 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.37% | -0.28% | +1.20% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.16% | -0.45% | +3.92% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.81% | -0.21% | +3.57% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.02% | -0.43% | +4.43% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.75% | -0.32% | -27.72% | |
| 6 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 3.97% | — | -17.05% | |
| 7 | VFH | Vanguard Financials ETF | ETF-その他 | 3.48% | -1.91% | +3.29% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.29% | — | +6.33% | |
| 9 | PHO | Invesco Water Resources ETF | ETF-その他 | 2.81% | — | +1.57% | |
| 10 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.69% | — | -7.11% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.58% | +0.35% | — | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.56% | — | +102.88% | |
| 13 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.41% | — | +3.44% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 2.26% | — | — | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.12% | — | -48.60% | |
| 16 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.05% | +0.22% | +35.56% | |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.00% | — | — | |
| 18 | PANW | Palo Alto Networks INC | 株式-IT | 1.74% | +0.34% | +48.68% | |
| 19 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.69% | — | +1.99% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.56% | — | -2.70% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.55% | -0.38% | +22.56% | |
| 22 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.42% | — | -4.65% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.42% | — | +8.10% | |
| 24 | USD | Proshares Ultra Semiconduct | ETF-その他 | 1.37% | — | — | |
| 25 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.18% | — | — | |
| 26 | MRNA | Moderna INC | 株式-ヘルスケア | 1.14% | +0.32% | -52.50% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.13% | +0.57% | +106.26% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | +0.23% | -1.71% | |
| 29 | DIG | Proshares Ultra Energy | ETF-その他 | 1.09% | — | +5.91% | |
| 30 | DUSL | Direxi Dly Ind Bl 3x Etf-usi | ETF-その他 | 1.04% | — | — | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | -0.81% | +4.48% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.98% | — | +109.93% | |
| 33 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.95% | — | +61.05% | |
| 34 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.92% | — | -0.03% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.92% | — | +0.10% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.89% | +0.01% | +0.29% | |
| 37 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.70% | +0.51% | -11.06% | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.68% | — | — | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.67% | +0.18% | -48.92% | |
| 40 | UYG | Proshares Ultra Financials | ETF-その他 | 0.53% | — | — | |
| 41 | CMF | Ishares California Muni Bond | ETF-その他 | 0.52% | — | +171.60% | |
| 42 | FSLR | First Solar INC | 株式-IT | 0.52% | — | -50.04% | |
| 43 | MSOS | Advisorshares Pure US Cann | ETF-その他 | 0.50% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | — | -7.47% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | — | -73.94% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.31% | — | -6.62% | |
| 47 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-その他 | 0.27% | — | — | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.24% | — | -9.63% | |
| 49 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.23% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | +13.76% |