CIK: 0001802451
申告総資産額
$2.5億
上位200銘柄を表示中（全575銘柄）
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 37.10% | +0.22% | -0.98% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 7.70% | +0.18% | -0.49% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.40% | +0.14% | -1.26% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.62% | +0.37% | +0.01% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 4.16% | +0.13% | -1.39% | |
| 6 | FNAUSD | Paragon 28 INC | 株式-その他 | 3.04% | — | -1.16% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 3.02% | -0.39% | +0.04% | |
| 8 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 2.50% | +0.09% | -1.21% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.04% | +0.10% | -19.09% | |
| 10 | 260 | Centessa Pharmaceuticals-adr | 株式-その他 | 1.60% | +1.42% | -0.60% | |
| 11 | ATRC | Atricure INC | 株式-その他 | 1.47% | -0.38% | +19.22% | |
| 12 | PFMTUSD | Performant Financial CORP | 株式-その他 | 1.37% | — | +0.13% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.33% | — | +0.26% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.03% | -0.07% | +1.92% | |
| 15 | NEO | Neogenomics INC | 株式-ヘルスケア | 0.92% | -0.97% | — | |
| 16 | USB | US Bancorp | 株式-金融 | 0.79% | — | +0.72% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.78% | -0.10% | -21.27% | |
| 18 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.77% | — | +0.51% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.05% | -3.85% | |
| 20 | MMM | 3m Co | 株式-資本財 | 0.64% | -0.06% | -11.19% | |
| 21 | CRNX | Crinetics Pharmaceuticals In | 株式-その他 | 0.59% | -0.11% | — | |
| 22 | PLRX | Pliant Therapeutics INC | 株式-その他 | 0.57% | — | +11.11% | |
| 23 | ATEC | Alphatec Holdings INC | 株式-その他 | 0.52% | -0.23% | -7.45% | |
| 24 | TNDM | Tandem Diabetes Care INC | 株式-その他 | 0.52% | -0.04% | -7.36% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | -0.07% | +25.07% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.46% | — | -0.76% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | +0.04% | +0.47% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | — | +0.86% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | -30.77% | |
| 30 | XEL | Xcel Energy INC | 株式-公益事業 | 0.29% | +0.03% | -43.05% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.28% | -0.04% | +1.40% | |
| 32 | ECL | Ecolab INC | 株式-素材 | 0.27% | — | -2.47% | |
| 33 | KRMD | Koru Medical Systems INC | 株式-その他 | 0.27% | -0.08% | — | |
| 34 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.26% | — | — | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.26% | — | — | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | -0.10% | -7.28% | |
| 37 | INSM | Insmed INC | 株式-ヘルスケア | 0.24% | — | — | |
| 38 | EVH | Evolent Health INC - A | 株式-その他 | 0.21% | — | +57.63% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.20% | — | +0.52% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.06% | -0.90% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.19% | — | -6.57% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | +65.95% | |
| 43 | SIBN | Si-bone INC | 株式-その他 | 0.15% | -0.46% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.14% | — | — | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.14% | — | +12.50% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.14% | — | — | |
| 47 | XENE | Xenon Pharmaceuticals INC | 株式-その他 | 0.14% | +0.12% | +22.00% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | — | -7.58% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.13% | — | — | |
| 50 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.13% | — | — |