CIK: 0001762342
申告総資産額
$7.8億
上位200銘柄を表示中（全206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 | GLD | Spdr Gold Shares | ETF-コモディティ | 8.00% | — | -12.39% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.62% | — | +44.08% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.42% | — | +114.25% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.27% | — | +581.58% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.25% | — | +8.57% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.16% | — | +5.91% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.11% | — | +10.42% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.02% | — | +21.71% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.98% | — | — | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.82% | — | +93.94% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.71% | — | +284.42% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.58% | — | +20.46% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | +4.77% | |
| 14 | ACN | Accenture plc | 株式-IT | 1.41% | — | +17.11% | |
| 15 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.19% | — | +55.95% | |
| 16 | AMT | American Tower CORP | 株式-不動産 | 1.17% | — | +30.64% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | — | -2.39% | |
| 18 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.10% | — | +20.39% | |
| 19 | EQIX | Equinix INC | 株式-不動産 | 1.04% | — | +22.34% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.01% | — | +96.64% | |
| 21 | FMB | First Trust Managed Municipa | ETF-その他 | 0.99% | — | — | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.97% | — | +4.51% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.96% | — | -8.77% | |
| 24 | DG | Dollar General CORP | 株式-生活必需品 | 0.95% | — | +90.32% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | -0.36% | |
| 26 | SYK | Stryker CORP | 株式-ヘルスケア | 0.92% | — | +8.80% | |
| 27 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.87% | — | -14.01% | |
| 28 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.86% | — | +51.70% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.86% | — | +45.73% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.85% | — | +3.60% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | +2.44% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | -6.93% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.76% | — | +56.57% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | — | +23.10% | |
| 35 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.74% | — | -5.67% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.74% | — | +173.58% | |
| 37 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.74% | — | +201.82% | |
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.72% | — | -1.51% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.70% | — | +63.91% | |
| 40 | RMD | Resmed INC | 株式-ヘルスケア | 0.67% | — | -4.81% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.67% | — | -24.87% | |
| 42 | ECL | Ecolab INC | 株式-素材 | 0.67% | — | -3.98% | |
| 43 | GNRC | Generac Holdings INC | 株式-資本財 | 0.64% | — | -20.98% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.64% | — | -19.73% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | — | -13.64% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.57% | — | -4.95% | |
| 47 | WMS | Advanced Drainage Systems In | 株式-資本財 | 0.56% | — | +208.39% | |
| 48 | CRL | Charles River Laboratories | 株式-ヘルスケア | 0.54% | — | — | |
| 49 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.53% | — | -22.58% | |
| 50 | PEGA | Pegasystems INC | 株式-IT | 0.53% | — | -20.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +2.7% | +581.58% | 増加 |
| 2 | IEF | Ishares 7-10 Year Treasury B | +2.4% | +114.25% | 増加 |
| 3 | AGG | Ishares Core U.s. Aggregate | +1.2% | +44.08% | 増加 |
| 4 | MCD | Mcdonald's CORP | +0.9% | +93.94% | 増加 |
| 5 | NKE | Nike INC -cl B | +0.5% | +55.95% | 増加 |
| 6 | COST | Costco Wholesale CORP | +0.5% | +96.64% | 増加 |
| 7 | SBUX | Starbucks CORP | +0.5% | +173.58% | 増加 |
| 8 | DEO | Diageo Plc-sponsored Adr | +0.5% | +201.82% | 増加 |
| 9 | DG | Dollar General CORP | +0.4% | +90.32% | 増加 |
| 10 | WMS | Advanced Drainage Systems In | +0.4% | +208.39% | 増加 |
| 11 | AMED | Amedisys INC | +0.3% | +227.07% | 増加 |
| 12 | CW | Curtiss-wright CORP | +0.3% | +249.19% | 増加 |
| 13 | MRCY | Mercury Systems INC | +0.3% | +250.06% | 増加 |
| 14 | UNP | Union Pacific CORP | +0.3% | +56.57% | 増加 |
| 15 | ABT | Abbott Laboratories | +0.3% | +45.73% | 増加 |
| 16 | HON | Honeywell International INC | +0.3% | +63.91% | 増加 |
| 17 | SIGI | Selective Insurance Group | +0.3% | +237.08% | 増加 |
| 18 | AVGO | Broadcom INC | +0.3% | +20.46% | 増加 |
| 19 | PFPT | Proofpoint INC | +0.2% | +213.44% | 増加 |
| 20 | ATVIEUR | Activision Blizzard INC | +0.2% | +51.70% | 増加 |
| 21 | RACE | Ferrari N.V. | +0.2% | +123.48% | 増加 |
| 22 | KO | The Coca-Cola Company | +0.2% | +91.31% | 増加 |
| 23 | SNY | Sanofi-adr | +0.2% | +142.81% | 増加 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +23.10% | 増加 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +21.71% | 増加 |
| 26 | EQIX | Equinix INC | +0.1% | +22.34% | 増加 |
| 27 | ACN | Accenture plc | +0.1% | +17.11% | 増加 |
| 28 | AMT | American Tower CORP | +0.1% | +30.64% | 増加 |
| 29 | AAPL | Apple INC | 0% | +284.42% | 増加 |
| 30 | MSFT | Microsoft CORP | -0.1% | +8.57% | 増加 |
| 31 | CDNS | Cadence Design Sys INC | -0.4% | -57.25% | 減少 |
| 32 | EVBGEUR | Everbridge INC | -0.5% | -34.03% | 減少 |
| 33 | XLK | Ss Technology Select Sector | -0.6% | -76.84% | 減少 |
| 34 | CSCO | Cisco Systems INC | -1.5% | -92.08% | 減少 |
| 35 | GLD | Spdr Gold Shares | -2.1% | -12.39% | 減少 |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -6.1% | -99.04% | 減少 |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新規購入 |
| 38 | FMB | First Trust Managed Municipa | — | NEW | 新規購入 |
| 39 | VTIP | Vanguard Short-term Tips | — | EXIT | 全売却 |
| 40 | VUG | Vanguard Growth ETF | — | EXIT | 全売却 |
| 41 | CRL | Charles River Laboratories | — | NEW | 新規購入 |
| 42 | CRUS | Cirrus Logic INC | — | NEW | 新規購入 |
| 43 | CHGG | Chegg INC | — | NEW | 新規購入 |
| 44 | SCHO | Schwab Short-term US Treas | — | EXIT | 全売却 |
| 45 | GS | Goldman Sachs Group INC | — | EXIT | 全売却 |
| 46 | EFA | Ishares Msci Eafe ETF | — | EXIT | 全売却 |
| 47 | WM | Waste Management INC | — | NEW | 新規購入 |
| 48 | LULU | Lululemon Athletica INC | — | NEW | 新規購入 |
| 49 | BF-B | Brown-forman Corp-class B | — | NEW | 新規購入 |
| 50 | ALGN | Align Technology INC | — | NEW | 新規購入 |