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 | 15.13% | +2.48% | +5531.13% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 11.99% | — | -38.61% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 11.65% | — | +91.15% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.30% | -1.27% | +35.83% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.58% | — | +102.34% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.55% | -3.43% | -42.15% | |
| 7 | HSY | Hershey Co/the | 株式-生活必需品 | 1.97% | — | +3.62% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.84% | -0.93% | -41.02% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.74% | -4.60% | +25.47% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.60% | +0.97% | -0.92% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | — | +189.62% | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.32% | — | +9.43% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -1.36% | -63.67% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.28% | -1.56% | +23.49% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.26% | — | — | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.19% | — | — | |
| 17 | MSI | Motorola Solutions INC | 株式-IT | 1.18% | — | +27.67% | |
| 18 | PWR | Quanta Services INC | 株式-資本財 | 1.14% | — | +3.25% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.13% | — | — | |
| 20 | PCAR | Paccar INC | 株式-資本財 | 1.11% | — | +114.14% | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.10% | — | -43.68% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | -1.10% | |
| 23 | BJ | Bj's Wholesale Club Holdings | 株式-生活必需品 | 0.90% | — | +238.43% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.90% | +0.82% | +9.74% | |
| 25 | ENPH | Enphase Energy INC | 株式-IT | 0.85% | — | +19.24% | |
| 26 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.85% | — | +20.25% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | — | +41.74% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.79% | — | -0.35% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | — | -0.87% | |
| 30 | DE | Deere & Co | 株式-資本財 | 0.69% | — | — | |
| 31 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.65% | — | — | |
| 32 | GIS | General Mills INC | 株式-生活必需品 | 0.65% | — | — | |
| 33 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.58% | — | — | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | -0.74% | +31.61% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | — | -0.73% | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 0.55% | — | -22.69% | |
| 37 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.54% | — | — | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.53% | — | -1.59% | |
| 39 | CELH | Celsius Holdings INC | 株式-生活必需品 | 0.51% | — | +16.55% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.51% | — | +0.22% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.49% | — | -51.56% | |
| 42 | IT | Gartner INC | 株式-IT | 0.48% | — | — | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.47% | — | -4.04% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | +2.34% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | -1.13% | -11.33% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.46% | — | +12.45% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | -5.99% | |
| 48 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.44% | — | -60.48% | |
| 49 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.44% | — | +26.80% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.43% | — | — |