CIK: 0001689232
申告総資産額
$4.6億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 10.70% | — | +4.26% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.03% | — | -1.79% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.99% | — | -5.72% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.63% | — | -5.83% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.56% | — | -3.25% | |
| 6 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 4.25% | — | +2.75% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.90% | +1.35% | -2.55% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.42% | — | -2.15% | |
| 9 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 2.20% | — | -4.45% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.78% | — | -7.94% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.25% | +0.53% | -6.79% | |
| 12 | DHI | Dr Horton INC | 株式-一般消費財 | 1.19% | — | +111.06% | |
| 13 | NOW | Servicenow INC | 株式-IT | 1.12% | — | — | |
| 14 | MSCI | Msci INC | 株式-金融 | 1.11% | — | -6.45% | |
| 15 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.10% | — | -6.44% | |
| 16 | SNPS | Synopsys INC | 株式-IT | 1.06% | — | -6.35% | |
| 17 | ALB | Albemarle CORP | 株式-素材 | 1.06% | — | — | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.05% | — | -6.73% | |
| 19 | SWKS | Skyworks Solutions INC | 株式-IT | 1.04% | — | -2.72% | |
| 20 | AMD | Advanced Micro Devices | 株式-IT | 1.03% | — | -29.06% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.03% | — | +96.76% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | — | -6.57% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.02% | — | -6.52% | |
| 24 | TMUS | T-mobile US INC | 株式-通信サービス | 1.01% | — | — | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 1.00% | — | -6.55% | |
| 26 | CPRT | Copart INC | 株式-資本財 | 1.00% | — | -6.68% | |
| 27 | EQIX | Equinix INC | 株式-不動産 | 0.99% | — | -6.55% | |
| 28 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.97% | — | — | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | — | -2.36% | |
| 30 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.97% | — | -4.98% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.96% | — | -6.55% | |
| 32 | EA | Electronic Arts INC | 株式-通信サービス | 0.96% | — | -6.51% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.95% | — | — | |
| 34 | ADSK | Autodesk INC | 株式-IT | 0.94% | — | — | |
| 35 | NDAQ | Nasdaq INC | 株式-金融 | 0.94% | — | -2.42% | |
| 36 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.94% | — | -2.39% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | -83.11% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.91% | — | — | |
| 39 | CLX | Clorox Company | 株式-生活必需品 | 0.90% | — | -6.68% | |
| 40 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.90% | — | -0.63% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.90% | — | -4.23% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.90% | — | -6.49% | |
| 43 | CDNS | Cadence Design Sys INC | 株式-IT | 0.90% | — | -4.06% | |
| 44 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.90% | — | -2.70% | |
| 45 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.89% | — | — | |
| 46 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.88% | — | -2.65% | |
| 47 | MKTX | Marketaxess Holdings INC | 株式-金融 | 0.88% | — | — | |
| 48 | DG | Dollar General CORP | 株式-生活必需品 | 0.88% | -0.49% | EXIT | |
| 49 | CTXSEUR | Citrix Systems INC | 株式-その他 | 0.87% | — | -2.77% | |
| 50 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.87% | — | -2.58% |