CIK: 0001689470
申告総資産額
$2.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 29.73% | +9.27% | -38.64% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 6.24% | -0.10% | -16.96% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.43% | — | +0.17% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.42% | — | -27.05% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.04% | -0.86% | -31.50% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.36% | -0.27% | -13.03% | |
| 7 | RNG | Ringcentral Inc-class A | 株式-IT | 2.33% | — | -47.15% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.09% | -0.77% | -72.38% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.99% | -0.92% | -32.75% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.91% | — | -16.79% | |
| 11 | ADBE | Adobe INC | 株式-IT | 1.61% | +0.12% | NEW | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.38% | — | -29.27% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.30% | -0.26% | +13.37% | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.29% | — | — | |
| 15 | FTNT | Fortinet INC | 株式-IT | 1.26% | -0.67% | -47.94% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 1.23% | +0.16% | NEW | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | -0.38% | +2.37% | |
| 18 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.21% | — | -59.51% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.20% | — | +0.29% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.18% | — | -50.24% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.17% | -0.18% | -56.66% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.14% | — | -46.86% | |
| 23 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.13% | — | -6.81% | |
| 24 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.12% | — | -28.90% | |
| 25 | ASML | ASML Holding N.V. | 株式-IT | 1.07% | — | -55.08% | |
| 26 | HUM | Humana INC | 株式-ヘルスケア | 1.03% | — | -53.93% | |
| 27 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 0.87% | — | -54.50% | |
| 28 | PAYC | Paycom Software INC | 株式-IT | 0.85% | — | -68.42% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | — | -81.30% | |
| 30 | LHX | L3harris Technologies INC | 株式-資本財 | 0.82% | — | -53.27% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -1.01% | +237.55% | |
| 32 | CPRT | Copart INC | 株式-資本財 | 0.82% | — | -49.41% | |
| 33 | KEYS | Keysight Technologies In | 株式-IT | 0.82% | — | -55.39% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | -56.00% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | -65.86% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.62% | — | +10.02% | |
| 38 | TREX | Trex Company INC | 株式-資本財 | 0.61% | — | — | |
| 39 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.58% | — | +2.57% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | +10.72% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.56% | — | -64.44% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.56% | — | +30.22% | |
| 43 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.52% | — | +3.58% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.51% | — | -71.37% | |
| 45 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.50% | — | -20.81% | |
| 46 | EPAM | Epam Systems INC | 株式-IT | 0.49% | — | -18.66% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.48% | — | -64.58% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -65.46% | |
| 49 | LHCGUSD | Lhc Group INC | 株式-その他 | 0.44% | — | -4.71% | |
| 50 | XEL | Xcel Energy INC | 株式-公益事業 | 0.44% | — | -73.55% |