CIK: 0001767724
申告総資産額
$5.7億
| # | 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 | TJX | Tjx Companies INC | 株式-一般消費財 | 83.12% | +2.82% | -1.70% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.43% | -1.53% | +3.80% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.36% | -0.18% | -2.62% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.15% | -0.16% | +1.43% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | -0.12% | -5.50% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.46% | +0.72% | |
| 7 | SUB | Ishares Short-term National | ETF-その他 | 0.53% | -0.13% | EXIT | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.50% | — | -4.02% | |
| 9 | ARKK | Ark Innovation ETF | ETF-その他 | 0.44% | -0.03% | +0.80% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | -0.06% | -0.66% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.12% | — | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | -0.03% | -0.10% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | -0.23% | — | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.21% | — | -70.67% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | -0.01% | — | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.21% | -0.20% | +985.30% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | -0.04% | +3.25% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.19% | -0.04% | EXIT | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | +7.05% | |
| 20 | NOW | Servicenow INC | 株式-IT | 0.18% | — | +1.12% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.17% | -0.02% | +5.02% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.17% | — | +1.54% | |
| 23 | CRM | Salesforce INC | 株式-IT | 0.16% | — | -0.36% | |
| 24 | ADBE | Adobe INC | 株式-IT | 0.15% | — | -0.10% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | -0.06% | EXIT | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.14% | +0.05% | +10.89% | |
| 27 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.14% | — | +1.53% | |
| 28 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.13% | — | -0.25% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.13% | — | -41.56% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | -0.04% | -2.53% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.12% | -0.02% | -75.76% | |
| 32 | LHX | L3harris Technologies INC | 株式-資本財 | 0.11% | — | +5.28% | |
| 33 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.11% | — | +15.86% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.11% | — | +0.16% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.11% | -0.02% | — | |
| 36 | NDAQ | Nasdaq INC | 株式-金融 | 0.10% | — | +61.56% | |
| 37 | SSNC | Ss&c Technologies Holdings | 株式-IT | 0.10% | -0.04% | EXIT | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.10% | -0.04% | -0.24% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.10% | — | — | |
| 40 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.10% | — | -2.13% | |
| 41 | BAX | Baxter International INC | 株式-ヘルスケア | 0.10% | — | +14.89% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.10% | -0.02% | -21.10% | |
| 43 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.10% | -0.03% | +21.25% | |
| 44 | CALY | Callaway Golf Company | 株式-その他 | 0.09% | — | -10.73% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.09% | — | -2.92% | |
| 46 | LGF-BEUR | Lions Gate Entertainment-b | 株式-その他 | 0.09% | — | — | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.09% | — | -0.40% | |
| 48 | ST | Sensata Technologies Holding plc | 株式-IT | 0.09% | — | -16.75% | |
| 49 | MHK | Mohawk Industries INC | 株式-一般消費財 | 0.09% | — | -3.42% | |
| 50 | MU | Micron Technology INC | 株式-IT | 0.09% | — | -42.68% |