CIK: 0001760472
申告総資産額
$2.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 18.05% | — | +85.06% | |
| 2 | ARKK | Ark Innovation ETF | ETF-その他 | 11.10% | — | +26.67% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.60% | — | -37.54% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.40% | — | +84.89% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.16% | — | -2.62% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.13% | — | +1349.37% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.31% | — | +254.71% | |
| 8 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 3.19% | — | +222.28% | |
| 9 | IDV | Ishares International Select | ETF-その他 | 2.64% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 2.44% | — | -1.72% | |
| 11 | SHOP | Shopify INC - Class A | 株式-IT | 2.36% | — | -29.38% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.35% | — | +56.61% | |
| 13 | TPLUSD | Texas Pacific Land Trust | 株式-その他 | 2.07% | — | -1.82% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.55% | — | +49.22% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.36% | — | +31.96% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.32% | — | +10.08% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.20% | — | +11.37% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.18% | — | -5.24% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.17% | — | +290.28% | |
| 20 | SNBRQ | Sleep Number CORP | 株式-その他 | 1.15% | — | +7.26% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | — | +7.77% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.10% | — | +15.93% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.08% | — | +12.28% | |
| 24 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.02% | — | -22.56% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.97% | — | +6.67% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.86% | — | — | |
| 27 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 0.86% | — | +142.11% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.83% | — | +148.21% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.76% | — | — | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.76% | — | +74.35% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.66% | — | +59.95% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | +99.32% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.65% | — | +11.85% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -5.67% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.62% | — | +18.17% | |
| 36 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.59% | — | — | |
| 37 | MDB | Mongodb INC | 株式-IT | 0.56% | — | — | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.44% | — | — | |
| 39 | SII | Sprott INC | 株式-その他 | 0.43% | — | — | |
| 40 | FSKR | Fs Kkr Capital CORP Ii | 株式-その他 | 0.41% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.41% | — | +29.35% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.39% | — | +37.50% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | +35.26% | |
| 44 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 0.35% | — | +76.33% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.33% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | — | +6.78% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.28% | — | -19.75% | |
| 48 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.28% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | -0.73% | |
| 50 | EBAY | Ebay INC | 株式-一般消費財 | 0.25% | — | — |