CIK: 0001803156
申告総資産額
$1.4億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.44% | -0.34% | -0.31% | |
| 2 | ARKK | Ark Innovation ETF | ETF-その他 | 3.74% | — | +7.58% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.68% | — | -1.61% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.35% | -0.13% | +2.23% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.27% | -0.82% | -4.28% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.17% | — | -1.41% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 2.84% | — | -4.82% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.46% | — | -10.64% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.38% | -0.44% | -2.88% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.37% | — | -3.49% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.05% | — | +29.55% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.95% | — | -3.65% | |
| 13 | ADBE | Adobe INC | 株式-IT | 1.85% | — | -7.33% | |
| 14 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 1.80% | — | +1.95% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.60% | — | -5.20% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.59% | -0.18% | -0.94% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.53% | -0.55% | -0.29% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.36% | — | -3.67% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.32% | — | -0.13% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | +0.18% | |
| 21 | LRGE | Clearbridge Large Cap Growth | ETF-大型株・グロース | 1.22% | — | -30.99% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 1.08% | — | +5.04% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | -0.11% | -3.14% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.02% | — | +4.61% | |
| 25 | XYZ | Block INC | 株式-金融 | 1.01% | — | +42.32% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | -0.18% | -3.20% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.91% | — | -0.26% | |
| 28 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.84% | — | +3.63% | |
| 29 | UBER | Uber Technologies INC | 株式-資本財 | 0.83% | -0.13% | +4.99% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.80% | — | +8.04% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | +1.57% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.76% | — | -11.50% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.76% | +0.33% | +9.22% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.73% | — | +6.95% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | +2.95% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | -0.17% | +4.00% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.70% | — | +2.97% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | -13.78% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.68% | — | +11.25% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | -5.69% | |
| 41 | LRCXEUR | Lam Research CORP | 株式-IT | 0.64% | — | +49.76% | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.63% | — | +7.84% | |
| 43 | FPX | First Trust US Equity Opport | ETF-その他 | 0.60% | — | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.59% | -0.54% | — | |
| 45 | DG | Dollar General CORP | 株式-生活必需品 | 0.57% | — | +22.38% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | +0.10% | +6.59% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.55% | — | -11.90% | |
| 48 | GWW | Ww Grainger INC | 株式-資本財 | 0.54% | — | +13.77% | |
| 49 | PANW | Palo Alto Networks INC | 株式-IT | 0.53% | -0.10% | +19.60% | |
| 50 | PLD | Prologis INC | 株式-不動産 | 0.50% | — | -10.94% |