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 | 7.65% | -0.21% | +6.30% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.74% | -0.28% | -12.73% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.40% | -0.45% | -2.25% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.12% | -0.43% | -2.20% | |
| 5 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-その他 | 5.44% | +0.02% | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.25% | -0.32% | +0.02% | |
| 7 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 4.00% | — | +22.08% | |
| 8 | VFH | Vanguard Financials ETF | ETF-その他 | 3.74% | -1.91% | +27.87% | |
| 9 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 3.65% | — | — | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 3.15% | +0.01% | +2916.42% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.90% | — | -2.12% | |
| 12 | PHO | Invesco Water Resources ETF | ETF-その他 | 2.43% | — | +3.10% | |
| 13 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.35% | — | +8.22% | |
| 14 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 2.26% | +0.82% | — | |
| 15 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.14% | — | -3.47% | |
| 16 | CMF | Ishares California Muni Bond | ETF-その他 | 2.00% | — | +348.32% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.97% | +0.35% | -30.51% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.92% | — | +0.43% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.87% | +0.22% | +2.19% | |
| 20 | PANW | Palo Alto Networks INC | 株式-IT | 1.81% | +0.34% | +0.91% | |
| 21 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.72% | — | -3.94% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.63% | -0.38% | +1.85% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.54% | — | -36.92% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.48% | — | +11.17% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.48% | — | -0.59% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.32% | — | +56.64% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.23% | — | +1.15% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.17% | — | -3.68% | |
| 29 | MRNA | Moderna INC | 株式-ヘルスケア | 1.09% | +0.32% | -0.78% | |
| 30 | ✓ | Direxion Shs ETF Tr | ETF-その他 | 1.07% | — | +2428.46% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | -0.81% | +18.52% | |
| 32 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.94% | — | — | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.90% | — | +2.73% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.90% | +0.23% | -2.14% | |
| 35 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.72% | +0.51% | +10.68% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.61% | — | -27.08% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.60% | +0.18% | +10.67% | |
| 38 | FSLR | First Solar INC | 株式-IT | 0.58% | — | -2.56% | |
| 39 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.57% | — | -2.16% | |
| 40 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.44% | — | +348.34% | |
| 41 | TZA | Dirx Dly Smal Cap B3x Etf-ui | ETF-その他 | 0.42% | — | — | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.38% | — | +44.99% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | +4.12% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.22% | — | +20.99% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.20% | — | +26.67% | |
| 46 | UGL | Proshares Ultra Gold | ETF-コモディティ | 0.20% | — | +214.50% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.18% | +0.28% | +1.11% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | — | — | |
| 49 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.16% | — | +13.76% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.14% | -0.16% | -0.53% |