CIK: 0001816000
申告総資産額
$2.7億
| # | 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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 7.07% | +2.48% | -5.01% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.34% | -0.95% | +271.94% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.14% | +3.97% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.57% | -3.43% | -65.30% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.18% | -1.36% | -16.08% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.42% | -0.93% | +6.97% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.14% | -0.75% | EXIT | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.25% | +0.69% | -31.26% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.45% | -1.27% | +1215.52% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.42% | — | +11.64% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 2.16% | -1.17% | -0.86% | |
| 12 | HSY | Hershey Co/the | 株式-生活必需品 | 2.12% | — | -46.32% | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 2.07% | -1.89% | +351.19% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 1.94% | — | -7.01% | |
| 15 | MRVL | Marvell Technology INC | 株式-IT | 1.85% | — | +7.89% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.70% | — | +12.65% | |
| 17 | PWR | Quanta Services INC | 株式-資本財 | 1.54% | — | — | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.51% | — | — | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 1.45% | — | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.42% | — | -46.87% | |
| 21 | MSI | Motorola Solutions INC | 株式-IT | 1.20% | — | -40.64% | |
| 22 | SPGI | S&p Global INC | 株式-金融 | 1.12% | — | -55.01% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.07% | -0.88% | EXIT | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.03% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | +0.97% | -2.54% | |
| 26 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.94% | — | -21.73% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.91% | +0.57% | NEW | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | +0.33% | |
| 29 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.87% | — | +29.03% | |
| 30 | ANETEUR | Arista Networks INC | 株式-その他 | 0.87% | — | +9.92% | |
| 31 | CB | Chubb Limited | 株式-金融 | 0.83% | — | — | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.80% | — | -1.44% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.79% | — | — | |
| 34 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.74% | — | — | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -1.13% | +3.42% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.69% | — | +107.14% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | — | -6.00% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.63% | +0.73% | NEW | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | — | -3.87% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.59% | — | +304.93% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -0.63% | |
| 42 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.56% | — | +62.57% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | — | +8.30% | |
| 44 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.53% | — | — | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | -0.47% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.50% | — | +2.19% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | — | -1.46% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | — | -3.49% | |
| 49 | F | Ford Motor Co | 株式-一般消費財 | 0.48% | — | -48.54% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | +0.68% |