CIK: 0001725243
申告総資産額
$1.8億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.61% | +4.89% | +92.74% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.82% | +1.73% | +34.59% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.72% | -2.30% | +133.72% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.28% | -0.05% | +35.90% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.13% | — | +105.82% | |
| 6 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 3.81% | — | -13.37% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.69% | +0.29% | -20.41% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.61% | -3.79% | -8.18% | |
| 9 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 3.17% | — | -12.47% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.14% | -2.60% | -20.59% | |
| 11 | ✓ | 株式-その他 | 2.93% | -0.29% | -2.25% | ||
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.07% | +0.05% | +51.55% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.01% | +0.82% | NEW | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.01% | — | +5.45% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.96% | -0.31% | -22.29% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.94% | -2.04% | -6.45% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.77% | +1.38% | +406.15% | |
| 18 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 1.47% | — | — | |
| 19 | MLPA | Global X Mlp ETF | ETF-その他 | 1.32% | — | — | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.24% | — | -3.84% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.11% | — | -16.97% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | — | +12.61% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.96% | +0.12% | +1.83% | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.94% | -0.30% | EXIT | |
| 25 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.94% | +1.29% | NEW | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.91% | — | -47.42% | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | — | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | +0.07% | |
| 29 | HYTR | Counterpoint Hi Yld ETF | ETF-その他 | 0.70% | — | -8.90% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | +115.40% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | — | -14.56% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.63% | +0.31% | +20.88% | |
| 33 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.62% | — | +4.30% | |
| 34 | ROK | Rockwell Automation INC | 株式-資本財 | 0.57% | — | — | |
| 35 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.57% | — | — | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | -3.96% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.56% | -0.86% | EXIT | |
| 38 | EA | Electronic Arts INC | 株式-通信サービス | 0.53% | — | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | -3.14% | |
| 40 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.49% | — | — | |
| 41 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.49% | — | -51.64% | |
| 42 | VLO | Valero Energy CORP | 株式-エネルギー | 0.48% | — | — | |
| 43 | MU | Micron Technology INC | 株式-IT | 0.48% | — | +4.78% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.47% | -0.58% | EXIT | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.46% | +0.58% | NEW | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.46% | — | — | |
| 47 | UBER | Uber Technologies INC | 株式-資本財 | 0.44% | — | +19.55% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.43% | -0.73% | -5.64% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | — | |
| 50 | STNE | StoneCo Ltd. | 株式-その他 | 0.42% | — | — |