CIK: 0001763404
申告総資産額
$2.0億
| # | 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 | PYPL | Paypal Holdings INC | 株式-金融 | 12.45% | -0.12% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.78% | -2.01% | -0.13% | |
| 3 | PAYC | Paycom Software INC | 株式-IT | 8.72% | -0.14% | +1.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 8.52% | -1.15% | +1.13% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.08% | -1.00% | -13.28% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 7.43% | -0.89% | +2.03% | |
| 7 | MTCH | Match Group INC | 株式-通信サービス | 5.59% | — | +1.78% | |
| 8 | KEYS | Keysight Technologies In | 株式-IT | 4.29% | — | +8.30% | |
| 9 | TSCO | Tractor Supply Company | 株式-一般消費財 | 4.08% | -0.55% | +5.71% | |
| 10 | TOL | Toll Brothers INC | 株式-一般消費財 | 3.85% | -0.04% | +7.80% | |
| 11 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 3.54% | — | +110.84% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.93% | -0.42% | +10.28% | |
| 13 | RTX | Rtx CORP | 株式-資本財 | 2.83% | -0.05% | +2.72% | |
| 14 | DXCM | Dexcom INC | 株式-ヘルスケア | 2.47% | — | +7.22% | |
| 15 | TFX | Teleflex INC | 株式-ヘルスケア | 2.31% | — | +16.15% | |
| 16 | OHI | Omega Healthcare Investors | 株式-不動産 | 1.88% | — | -2.78% | |
| 17 | O | Realty Income CORP | 株式-不動産 | 1.83% | — | +11.29% | |
| 18 | PODD | Insulet CORP | 株式-ヘルスケア | 1.79% | — | +21.23% | |
| 19 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.40% | — | -5.06% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | — | -15.78% | |
| 21 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.64% | — | -4.65% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | — | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | +0.07% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.49% | — | — | |
| 25 | AMAT | Applied Materials INC | 株式-IT | 0.45% | +0.42% | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.13% | NEW | |
| 27 | ELS | Equity Lifestyle Properties | 株式-不動産 | 0.31% | — | -17.68% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.29% | — | -0.19% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.22% | — | — | |
| 30 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.19% | — | — | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.17% | +0.13% | NEW | |
| 32 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.17% | — | +7.90% | |
| 33 | MTCHEUR | Match Group INC | 株式-その他 | 0.14% | — | — | |
| 34 | MAIN | Main Street Capital CORP | 株式-金融 | 0.13% | — | -15.16% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.13% | +0.13% | NEW | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.13% | — | +7.07% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.13% | — | — | |
| 38 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.12% | +0.13% | -1.50% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.12% | — | +3.10% | |
| 40 | VMO | Invesco Municipal Opport | 株式-その他 | 0.08% | — | — | |
| 41 | VKI | Invesco Adv Muni INC Tr Ii | 株式-その他 | 0.08% | — | — | |
| 42 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.05% | — | — |