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 | 15.83% | +9.27% | -30.17% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 7.62% | -2.01% | +0.62% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 6.48% | -0.10% | +3.68% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.34% | -0.77% | +0.10% | |
| 5 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 4.13% | -3.45% | -1.04% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.83% | -1.01% | -1.87% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.59% | — | +1.26% | |
| 8 | GS | Goldman Sachs Group INC | 株式-金融 | 2.27% | -0.62% | -0.64% | |
| 9 | MU | Micron Technology INC | 株式-IT | 2.26% | -0.47% | -2.08% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.86% | -7.83% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 2.15% | -0.48% | -1.07% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.85% | -0.92% | +1.99% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.77% | -0.38% | -1.09% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.66% | -0.26% | -1.94% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.49% | +0.11% | +97.20% | |
| 16 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.40% | — | -0.84% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | -0.30% | -1.13% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | -0.27% | -1.86% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.34% | — | -4.46% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.17% | -0.27% | -0.65% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.08% | -0.24% | -1.00% | |
| 22 | NFLX | Netflix INC | 株式-通信サービス | 1.07% | — | +884.66% | |
| 23 | PH | Parker Hannifin CORP | 株式-資本財 | 1.06% | — | -1.16% | |
| 24 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.03% | -0.31% | -1.07% | |
| 25 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.01% | — | -1.21% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.98% | -0.26% | -1.02% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.96% | +0.69% | +2.04% | |
| 28 | FTNT | Fortinet INC | 株式-IT | 0.89% | -0.67% | -9.54% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.86% | — | — | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.82% | — | -0.63% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.19% | -1.43% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.77% | -0.18% | -0.70% | |
| 33 | WM | Waste Management INC | 株式-資本財 | 0.74% | — | -0.79% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -1.26% | |
| 35 | MSI | Motorola Solutions INC | 株式-IT | 0.64% | — | -0.71% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.63% | +0.26% | +5.89% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.61% | -0.21% | -1.52% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.61% | — | -0.85% | |
| 39 | CDNS | Cadence Design Sys INC | 株式-IT | 0.56% | — | -0.89% | |
| 40 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.53% | -0.53% | EXIT | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | -0.70% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -11.95% | |
| 43 | FIX | Comfort Systems USA INC | 株式-資本財 | 0.50% | — | -0.84% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | -0.76% | |
| 45 | URI | United Rentals INC | 株式-資本財 | 0.47% | — | -0.92% | |
| 46 | AA | Alcoa CORP | 株式-素材 | 0.46% | — | -2.14% | |
| 47 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.44% | -0.34% | -1.57% | |
| 48 | CLS | Celestica INC | 株式-IT | 0.44% | — | -0.64% | |
| 49 | RKT | Rocket Cos Inc-class A | 株式-金融 | 0.40% | -0.20% | — | |
| 50 | STRL | Sterling Infrastructure INC | 株式-資本財 | 0.40% | — | -1.71% |