CIK: 0001720969
申告総資産額
$10.7億
| # | 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 | OEF | Ishares S&p 100 ETF | ETF-その他 | 21.35% | -0.09% | +75.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.08% | -0.11% | +1.37% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.75% | -0.11% | -4.03% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.10% | +0.40% | +304.53% | |
| 5 | UBER | Uber Technologies INC | 株式-資本財 | 3.87% | — | — | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.01% | — | — | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.74% | -0.20% | +0.55% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.47% | +3.50% | +3.21% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.44% | +0.02% | +2.88% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.36% | -0.11% | -4.08% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | +0.12% | +0.48% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | — | +2.23% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.84% | -0.34% | +3.67% | |
| 14 | FULT | Fulton Financial CORP | 株式-金融 | 1.73% | -0.03% | — | |
| 15 | WTRG | Essential Utilities INC | 株式-公益事業 | 1.71% | — | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.65% | +0.22% | +6.70% | |
| 17 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.43% | — | — | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.40% | — | +3.38% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.22% | — | -1.83% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.17% | -0.14% | +70.68% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.16% | — | -24.59% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.11% | -0.06% | -47.18% | |
| 23 | NOW | Servicenow INC | 株式-IT | 0.99% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | +0.29% | -3.00% | |
| 25 | VFC | Vf CORP | 株式-一般消費財 | 0.84% | — | -5.25% | |
| 26 | EFX | Equifax INC | 株式-資本財 | 0.81% | — | — | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.79% | +0.04% | — | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.76% | — | +5.10% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | -1.64% | +10.17% | |
| 30 | DOCU | Docusign INC | 株式-IT | 0.68% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | -0.01% | -2.81% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | -7.67% | |
| 33 | PHR | Phreesia INC | 株式-その他 | 0.62% | — | — | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.60% | — | +7.22% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.59% | — | — | |
| 36 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 0.58% | — | — | |
| 37 | RGA | Reinsurance Group Of America | 株式-金融 | 0.54% | — | — | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | — | +0.50% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.50% | — | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.48% | — | +7.03% | |
| 41 | CNO | Cno Financial Group INC | 株式-金融 | 0.46% | — | — | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -1.42% | |
| 43 | EQIX | Equinix INC | 株式-不動産 | 0.43% | — | — | |
| 44 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.42% | — | — | |
| 45 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.42% | — | — | |
| 46 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.42% | — | — | |
| 47 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.41% | — | — | |
| 48 | QTS | Qts Realty Trust Inc-cl A | 株式-その他 | 0.40% | — | — | |
| 49 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.38% | — | — | |
| 50 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.38% | — | — |