CIK: 0001802451
申告総資産額
$2.5億
上位200銘柄を表示中（全607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 | 32.18% | +0.22% | -0.89% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.65% | +0.18% | -4.43% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.71% | +0.14% | -3.43% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.41% | +0.37% | -2.89% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.23% | — | -2.23% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.37% | +0.13% | -1.04% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 2.76% | -0.39% | -0.03% | |
| 8 | PFMTUSD | Performant Financial CORP | 株式-その他 | 2.57% | — | -6.96% | |
| 9 | 260 | Centessa Pharmaceuticals-adr | 株式-その他 | 2.53% | +1.42% | — | |
| 10 | ANAB | Anaptysbio INC | 株式-その他 | 1.95% | +0.26% | -7.21% | |
| 11 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 1.83% | +0.09% | -4.77% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.65% | +0.10% | -0.68% | |
| 13 | AXGN | Axogen INC | 株式-その他 | 1.45% | +0.06% | +88.70% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.38% | — | -0.95% | |
| 15 | NEO | Neogenomics INC | 株式-ヘルスケア | 1.36% | -0.97% | +221.30% | |
| 16 | ATRC | Atricure INC | 株式-その他 | 1.30% | -0.38% | — | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.96% | — | -10.33% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.94% | -0.07% | +0.77% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.05% | -1.18% | |
| 20 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.69% | — | +0.07% | |
| 21 | MMM | 3m Co | 株式-資本財 | 0.67% | -0.06% | -0.41% | |
| 22 | ATEC | Alphatec Holdings INC | 株式-その他 | 0.60% | -0.23% | -0.30% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | -0.10% | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | -0.10% | +10.91% | |
| 25 | ORGO | Organogenesis Holdings INC | 株式-その他 | 0.54% | -0.35% | — | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.53% | — | -2.10% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.52% | — | -1.97% | |
| 28 | TWST | Twist Bioscience CORP | 株式-その他 | 0.49% | +0.25% | +2.46% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | -2.48% | |
| 30 | XENE | Xenon Pharmaceuticals INC | 株式-その他 | 0.46% | +0.12% | — | |
| 31 | XEL | Xcel Energy INC | 株式-公益事業 | 0.46% | +0.03% | +0.56% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.43% | — | -1.74% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.39% | — | -1.56% | |
| 34 | HCAT | Health Catalyst INC | 株式-その他 | 0.39% | -0.26% | +88.34% | |
| 35 | EWTX | Edgewise Therapeutics INC | 株式-その他 | 0.38% | +0.14% | +2.14% | |
| 36 | CRNX | Crinetics Pharmaceuticals In | 株式-その他 | 0.37% | -0.11% | — | |
| 37 | INSM | Insmed INC | 株式-ヘルスケア | 0.36% | — | -4.33% | |
| 38 | USB | US Bancorp | 株式-金融 | 0.36% | — | +0.45% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.35% | — | -0.16% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +0.39% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | -0.07% | -0.93% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.32% | — | -15.68% | |
| 43 | NPCE | Neuropace INC | 株式-その他 | 0.29% | -0.06% | — | |
| 44 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.28% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.25% | -0.04% | +0.26% | |
| 46 | ECL | Ecolab INC | 株式-素材 | 0.25% | — | +0.24% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | +0.04% | -28.48% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.23% | — | — | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | +0.03% | +0.82% | |
| 50 | KRMD | Koru Medical Systems INC | 株式-その他 | 0.20% | -0.08% | — |