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 | 8.99% | — | -0.18% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.92% | — | -0.56% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.64% | — | -3.24% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.49% | — | -1.02% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.22% | +1.35% | -1.78% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.03% | — | -1.32% | |
| 7 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.95% | — | -5.65% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.86% | — | -4.22% | |
| 9 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.47% | — | -1.93% | |
| 10 | VTR | Ventas INC | 株式-不動産 | 1.46% | — | — | |
| 11 | MPWR | Monolithic Power Systems INC | 株式-IT | 1.46% | — | -5.26% | |
| 12 | PHM | Pultegroup INC | 株式-一般消費財 | 1.39% | — | -5.40% | |
| 13 | ANETEUR | Arista Networks INC | 株式-その他 | 1.38% | — | -5.50% | |
| 14 | SPG | Simon Property Group INC | 株式-不動産 | 1.35% | — | — | |
| 15 | NRG | Nrg Energy INC | 株式-公益事業 | 1.35% | — | -5.38% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.34% | +0.53% | -22.37% | |
| 17 | NVR | Nvr INC | 株式-一般消費財 | 1.33% | — | -4.93% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.33% | — | — | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.31% | — | -5.60% | |
| 20 | FICO | Fair Isaac CORP | 株式-IT | 1.31% | — | -5.47% | |
| 21 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.30% | — | +23.91% | |
| 22 | KKR | Kkr & Co INC | 株式-金融 | 1.30% | — | — | |
| 23 | DHI | Dr Horton INC | 株式-一般消費財 | 1.28% | — | -2.05% | |
| 24 | RMD | Resmed INC | 株式-ヘルスケア | 1.25% | — | — | |
| 25 | GRMN | Garmin Ltd. | 株式-IT | 1.24% | — | -4.79% | |
| 26 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.24% | — | — | |
| 27 | PH | Parker Hannifin CORP | 株式-資本財 | 1.24% | — | -5.25% | |
| 28 | GDDY | Godaddy INC - Class A | 株式-IT | 1.23% | — | — | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 1.21% | — | -5.27% | |
| 30 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.19% | — | +7.00% | |
| 31 | AXON | Axon Enterprise INC | 株式-資本財 | 1.18% | — | -5.25% | |
| 32 | UHS | Universal Health Services-b | 株式-ヘルスケア | 1.18% | — | — | |
| 33 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.18% | -0.50% | EXIT | |
| 34 | WDC | Western Digital CORP | 株式-IT | 1.17% | — | -5.27% | |
| 35 | KLAC | Kla CORP | 株式-IT | 1.17% | — | -5.27% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 1.15% | — | +834.98% | |
| 37 | TT | Trane Technologies plc | 株式-資本財 | 1.14% | — | -5.09% | |
| 38 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.13% | — | -5.05% | |
| 39 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.11% | — | -5.24% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | — | -5.30% | |
| 41 | DVA | Davita INC | 株式-ヘルスケア | 1.08% | — | -5.05% | |
| 42 | T | At&t INC | 株式-通信サービス | 1.07% | — | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | — | -5.16% | |
| 44 | PGR | Progressive CORP | 株式-金融 | 1.06% | — | -5.14% | |
| 45 | URI | United Rentals INC | 株式-資本財 | 1.04% | — | -5.12% | |
| 46 | STX | Seagate Technology Holdings plc | 株式-IT | 1.01% | — | -5.12% | |
| 47 | BRO | Brown & Brown INC | 株式-金融 | 0.99% | — | -5.10% | |
| 48 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.99% | — | — | |
| 49 | AMAT | Applied Materials INC | 株式-IT | 0.99% | — | -5.16% | |
| 50 | APH | Amphenol Corp-cl A | 株式-IT | 0.93% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTR | Ventas INC | +1.5% | NEW | 新規購入 |
| 2 | SPG | Simon Property Group INC | +1.4% | NEW | 新規購入 |
| 3 | COST | Costco Wholesale CORP | +1.3% | NEW | 新規購入 |
| 4 | KKR | Kkr & Co INC | +1.3% | NEW | 新規購入 |
| 5 | RMD | Resmed INC | +1.3% | NEW | 新規購入 |
| 6 | TRV | Travelers Cos Inc/the | +1.2% | NEW | 新規購入 |
| 7 | GDDY | Godaddy INC - Class A | +1.2% | NEW | 新規購入 |
| 8 | UHS | Universal Health Services-b | +1.2% | NEW | 新規購入 |
| 9 | T | At&t INC | +1.1% | NEW | 新規購入 |
| 10 | FANG | Diamondback Energy INC | +1% | NEW | 新規購入 |
| 11 | APH | Amphenol Corp-cl A | +0.9% | NEW | 新規購入 |
| 12 | TER | Teradyne INC | +0.9% | NEW | 新規購入 |
| 13 | COF | Capital One Financial CORP | +0.8% | NEW | 新規購入 |
| 14 | DFSEUR | Discover Financial Services | +0.8% | NEW | 新規購入 |
| 15 | WRB | Wr Berkley CORP | +0.7% | NEW | 新規購入 |
| 16 | LEN | Lennar Corp-a | +0.4% | +23.91% | 増加 |
| 17 | DHI | Dr Horton INC | +0.3% | -2.05% | 減少 |
| 18 | AXON | Axon Enterprise INC | +0.2% | -5.25% | 減少 |
| 19 | PHM | Pultegroup INC | +0.2% | -5.40% | 減少 |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -0.56% | 減少 |
| 21 | FICO | Fair Isaac CORP | +0.2% | -5.47% | 減少 |
| 22 | NVR | Nvr INC | +0.2% | -4.93% | 減少 |
| 23 | IEF | Ishares 7-10 Year Treasury B | +0.2% | -0.18% | 減少 |
| 24 | RWR | Ss Spdr Dow Jones Reit ETF | +0.2% | -5.65% | 減少 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -4.22% | 減少 |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.78% | 減少 |
| 27 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -1.32% | 減少 |
| 28 | WDC | Western Digital CORP | -0.2% | -5.27% | 減少 |
| 29 | AMAT | Applied Materials INC | -0.3% | -5.16% | 減少 |
| 30 | MCK | Mckesson CORP | -0.3% | -5.20% | 減少 |
| 31 | NVDA | Nvidia CORP | -0.5% | -22.37% | 減少 |
| 32 | DECK | Deckers Outdoor CORP | -0.7% | EXIT | 全売却 |
| 33 | WRKUSD | Westrock Co | -0.7% | EXIT | 全売却 |
| 34 | BBWI | Bath & Body Works INC | -0.7% | EXIT | 全売却 |
| 35 | PSX | Phillips 66 | -0.8% | EXIT | 全売却 |
| 36 | SNPS | Synopsys INC | -0.8% | EXIT | 全売却 |
| 37 | CEG | Constellation Energy | -0.8% | EXIT | 全売却 |
| 38 | AIZ | Assurant INC | -0.9% | EXIT | 全売却 |
| 39 | CDNS | Cadence Design Sys INC | -1% | EXIT | 全売却 |
| 40 | MAR | Marriott International -cl A | -1% | EXIT | 全売却 |
| 41 | BKNG | Booking Holdings INC | -1% | EXIT | 全売却 |
| 42 | FSLR | First Solar INC | -1% | EXIT | 全売却 |
| 43 | SCHW | Schwab (charles) CORP | -1.1% | EXIT | 全売却 |
| 44 | FCX | Freeport-mcmoran INC | -1.2% | EXIT | 全売却 |
| 45 | TTWO | Take-two Interactive Softwre | -1.2% | EXIT | 全売却 |
| 46 | VST | Vistra CORP | -1.2% | EXIT | 全売却 |
| 47 | MU | Micron Technology INC | -1.2% | EXIT | 全売却 |
| 48 | QCOM | Qualcomm INC | -1.2% | EXIT | 全売却 |
| 49 | CMG | Chipotle Mexican Grill INC | -1.2% | EXIT | 全売却 |
| 50 | LRCXEUR | Lam Research CORP | -1.3% | EXIT | 全売却 |