CIK: 0001762342
申告総資産額
$7.8億
| # | 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 | GLD | Spdr Gold Shares | ETF-コモディティ | 10.14% | — | +131.51% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.12% | — | +40.61% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.45% | — | +67.40% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.00% | — | +30.11% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.42% | — | +8.09% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.36% | — | +1.05% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.27% | — | +7.31% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 1.89% | — | +8.34% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.67% | — | +11.12% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.56% | — | +11.22% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | +9.79% | |
| 12 | ACN | Accenture plc | 株式-IT | 1.35% | — | +4.31% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.33% | — | +3.54% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | — | +2.65% | |
| 15 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.18% | — | +1.11% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.14% | — | +6.40% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 1.12% | — | +3.62% | |
| 18 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.09% | — | -26.30% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | — | +8.97% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.06% | — | +4.24% | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 1.01% | — | +1.86% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | — | -2.99% | |
| 23 | EVBGEUR | Everbridge INC | 株式-その他 | 0.96% | — | -6.47% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.93% | — | +43.36% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.93% | — | +18.45% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.93% | — | +2.41% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | — | +4.75% | |
| 28 | RMD | Resmed INC | 株式-ヘルスケア | 0.91% | — | +4.74% | |
| 29 | EQIX | Equinix INC | 株式-不動産 | 0.91% | — | +2.05% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.88% | — | -7.32% | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 0.87% | — | +3.38% | |
| 32 | ICE | Intercontinental Exchange In | 株式-金融 | 0.86% | — | +2.82% | |
| 33 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.83% | — | +5.22% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | — | +22.80% | |
| 35 | ECL | Ecolab INC | 株式-素材 | 0.82% | — | +2.45% | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.78% | — | -14.10% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.77% | — | +1.08% | |
| 38 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.77% | — | -28.49% | |
| 39 | TER | Teradyne INC | 株式-IT | 0.76% | — | +1.59% | |
| 40 | CDNS | Cadence Design Sys INC | 株式-IT | 0.72% | — | -1.43% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.69% | — | +263.87% | |
| 42 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.69% | — | -1.46% | |
| 43 | PEGA | Pegasystems INC | 株式-IT | 0.64% | — | -0.20% | |
| 44 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.63% | — | — | |
| 45 | CONE1EUR | Cyrusone INC | 株式-その他 | 0.63% | — | -0.97% | |
| 46 | GNRC | Generac Holdings INC | 株式-資本財 | 0.61% | — | -0.01% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | — | +78.24% | |
| 48 | MSEX | Middlesex Water Co | 株式-その他 | 0.60% | — | +0.68% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | — | +385.69% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.59% | — | +4.58% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +4.8% | +131.51% | 増加 |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.2% | +67.40% | 増加 |
| 3 | NKE | Nike INC -cl B | +0.5% | +263.87% | 増加 |
| 4 | ABT | Abbott Laboratories | +0.5% | +385.69% | 増加 |
| 5 | UNP | Union Pacific CORP | +0.4% | +533.93% | 増加 |
| 6 | MA | Mastercard INC - A | +0.4% | +324.87% | 増加 |
| 7 | AAPL | Apple INC | +0.3% | +11.12% | 増加 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +78.24% | 増加 |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +40.61% | 増加 |
| 10 | NFLX | Netflix INC | +0.2% | +132.65% | 増加 |
| 11 | MCD | Mcdonald's CORP | +0.2% | +43.36% | 増加 |
| 12 | PYPL | Paypal Holdings INC | +0.2% | +4.58% | 増加 |
| 13 | HD | Home Depot INC | +0.1% | +9.79% | 増加 |
| 14 | PLNT | Planet Fitness INC - Cl A | +0.1% | +66.02% | 増加 |
| 15 | ADBE | Adobe INC | +0.1% | +38.71% | 増加 |
| 16 | TER | Teradyne INC | +0.1% | +1.59% | 増加 |
| 17 | PAYC | Paycom Software INC | +0.1% | -0.98% | 減少 |
| 18 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +1.11% | 増加 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +22.80% | 増加 |
| 20 | NVDA | Nvidia CORP | +0.1% | +18.88% | 増加 |
| 21 | EL | Estee Lauder Companies-cl A | +0.1% | +27.31% | 増加 |
| 22 | ACN | Accenture plc | +0.1% | +4.31% | 増加 |
| 23 | AMZN | Amazon.com INC | +0.1% | +2.65% | 増加 |
| 24 | PEGA | Pegasystems INC | +0.1% | -0.20% | 減少 |
| 25 | CDNS | Cadence Design Sys INC | 0% | -1.43% | 減少 |
| 26 | AVGO | Broadcom INC | 0% | +3.54% | 増加 |
| 27 | CMCSA | Comcast Corp-class A | — | +18.45% | 増加 |
| 28 | ECL | Ecolab INC | 0% | +2.45% | 増加 |
| 29 | RMD | Resmed INC | 0% | +4.74% | 増加 |
| 30 | V | Visa Inc-class A Shares | 0% | +8.34% | 増加 |
| 31 | CSCO | Cisco Systems INC | -0.1% | +11.22% | 増加 |
| 32 | BLKCHF | Blackrock INC | -0.1% | +1.86% | 増加 |
| 33 | MSFT | Microsoft CORP | -0.1% | +1.05% | 増加 |
| 34 | IEF | Ishares 7-10 Year Treasury B | -0.1% | +30.11% | 増加 |
| 35 | SCHO | Schwab Short-term US Treas | -0.5% | -27.58% | 減少 |
| 36 | SPTS | Ss Spdr P St Term Tsy ETF | -0.9% | -26.30% | 減少 |
| 37 | VGSH | Vanguard Short-term Treasury | -2.1% | -71.34% | 減少 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.6% | -91.63% | 減少 |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -3.3% | -94.62% | 減少 |
| 40 | ATVIEUR | Activision Blizzard INC | — | NEW | 新規購入 |
| 41 | FIVE | Five Below | — | NEW | 新規購入 |
| 42 | HON | Honeywell International INC | — | NEW | 新規購入 |
| 43 | GS | Goldman Sachs Group INC | — | NEW | 新規購入 |
| 44 | RELX | Relx PLC - Spon Adr | — | NEW | 新規購入 |
| 45 | KO | The Coca-Cola Company | — | NEW | 新規購入 |
| 46 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | 新規購入 |
| 47 | TT | Trane Technologies plc | — | EXIT | 全売却 |
| 48 | IHS | Ihs Markit LTD | — | NEW | 新規購入 |
| 49 | SPGI | S&p Global INC | — | NEW | 新規購入 |
| 50 | RACE | Ferrari N.V. | — | NEW | 新規購入 |