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 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-その他 | 6.63% | +0.02% | +5.17% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.25% | -0.43% | -5.79% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.21% | -0.21% | +2.99% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 5.86% | +0.01% | +1.18% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 5.48% | +0.43% | +5.25% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 5.37% | -0.45% | +5.49% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.11% | -0.28% | +6.43% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.23% | — | +1.24% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.75% | — | -1.77% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.25% | — | +1.11% | |
| 11 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 3.00% | +0.82% | +236.96% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.76% | -0.32% | +4.16% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.39% | +0.35% | -0.10% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.33% | -0.81% | -0.18% | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 2.04% | -2.04% | EXIT | |
| 16 | VFH | Vanguard Financials ETF | ETF-その他 | 1.95% | -1.91% | +3.29% | |
| 17 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 1.81% | +0.74% | +4.49% | |
| 18 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 1.77% | -1.78% | EXIT | |
| 19 | DAX | Global X Dax Germany ETF | ETF-その他 | 1.68% | -1.68% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.67% | -0.38% | -5.86% | |
| 21 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.58% | — | +1.72% | |
| 22 | SQQQ | Proshares Ultrapro Short Qqq | ETF-その他 | 1.55% | -1.55% | EXIT | |
| 23 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 1.02% | +0.58% | -4.15% | |
| 24 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.01% | +0.22% | +5.01% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.99% | — | -19.34% | |
| 26 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.97% | — | +3.82% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.97% | — | +4.69% | |
| 28 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.96% | -0.96% | EXIT | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.92% | — | +1006.19% | |
| 30 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.90% | +0.18% | +6.11% | |
| 31 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.86% | +2.29% | +42.40% | |
| 32 | PANW | Palo Alto Networks INC | 株式-IT | 0.84% | +0.34% | +1.72% | |
| 33 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.74% | — | -4.31% | |
| 34 | GH | Guardant Health INC | 株式-ヘルスケア | 0.73% | -0.73% | EXIT | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.67% | -0.11% | -2.94% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.60% | +0.23% | +1.28% | |
| 37 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.53% | +0.51% | +14.32% | |
| 38 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.53% | +0.17% | — | |
| 39 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.49% | — | +2.86% | |
| 40 | MRNA | Moderna INC | 株式-ヘルスケア | 0.48% | +0.32% | — | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.46% | +0.57% | -47.70% | |
| 42 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.44% | -0.10% | +44.58% | |
| 43 | TUSI | Touchstone Ultra Short Incom | ETF-その他 | 0.36% | +0.14% | +55.92% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.33% | — | +20.32% | |
| 45 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.32% | — | +4.32% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | -2.19% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | — | +9.33% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.29% | — | — | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.27% | — | +5.21% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | -0.16% | +57.36% |