CIK: 0001846368
申告総資産額
$65.2億
| # | 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 | 41.21% | -0.34% | -11.77% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 11.41% | — | +733.98% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.33% | -0.08% | EXIT | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.03% | — | +32.18% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.20% | — | -21.68% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.14% | — | +627.43% | |
| 7 | PAGP | Plains Gp Holdings Lp-cl A | 株式-エネルギー | 2.04% | +0.07% | -0.88% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.78% | — | +1977.04% | |
| 9 | CDX | Simplify High Yield ETF | ETF-ハイイールド債 | 1.29% | — | +10.94% | |
| 10 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 1.21% | — | — | |
| 11 | AGGH | Simplify Aggregate Bond ETF | ETF-その他 | 1.06% | +0.03% | +76.29% | |
| 12 | TUA | Sim St Treas Fut Strat ETF | ETF-その他 | 1.05% | +1.79% | NEW | |
| 13 | CTA | Simplify Managed Futures St | ETF-その他 | 0.93% | +0.07% | NEW | |
| 14 | ✓ | Athira Pharma INC | 株式-その他 | 0.58% | — | +7.38% | |
| 15 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.57% | — | +32.84% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 0.55% | — | +92.21% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | — | -31.44% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | +0.05% | +96.00% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | — | -91.52% | |
| 20 | REPL | Replimune Group INC | 株式-その他 | 0.46% | — | — | |
| 21 | PHAT | Phathom Pharmaceuticals INC | 株式-その他 | 0.45% | -0.05% | — | |
| 22 | PFIX | Simplify Interest Rate Hedge | ETF-その他 | 0.44% | — | -33.61% | |
| 23 | MDGL | Madrigal Pharmaceuticals INC | 株式-ヘルスケア | 0.43% | — | — | |
| 24 | HARD | Simplify Commodities Str K-1 | ETF-その他 | 0.43% | — | +31.35% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.42% | — | -57.14% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.42% | — | +417.68% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.42% | — | +417.95% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.41% | — | — | |
| 29 | APLT | Applied Therapeutics INC | 株式-その他 | 0.40% | — | — | |
| 30 | TYA | Simplify Intermediate Term | ETF-その他 | 0.40% | — | +31.34% | |
| 31 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.39% | — | +31.34% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | -0.25% | +13.83% | |
| 33 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.37% | — | +66.61% | |
| 34 | BUCK | Simplify Treasury Option INC | ETF-政府公債 | 0.37% | +0.61% | NEW | |
| 35 | AKRO | Akero Therapeutics INC | 株式-その他 | 0.37% | — | — | |
| 36 | HIGH | Simplify Enhanced Income ETF | ETF-その他 | 0.37% | — | +56.16% | |
| 37 | SVOL | Simplify Volatility Premium | ETF-その他 | 0.36% | — | -75.83% | |
| 38 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.35% | -0.26% | -2.18% | |
| 39 | MCRB1EUR | Seres Therapeutics INC | 株式-その他 | 0.35% | — | — | |
| 40 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.35% | -0.08% | — | |
| 41 | TCRX | Tscan Therapeutics INC | 株式-その他 | 0.34% | — | +91.42% | |
| 42 | AN | Autonation INC | 株式-一般消費財 | 0.33% | — | — | |
| 43 | ✓ | 株式-その他 | 0.32% | — | — | ||
| 44 | SG7 | Sage Therapeutics INC | 株式-その他 | 0.31% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.31% | — | +155.78% | |
| 46 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.30% | — | +22.10% | |
| 47 | ANNX | Annexon INC | 株式-その他 | 0.30% | — | — | |
| 48 | FULC | Fulcrum Therapeutics INC | 株式-その他 | 0.30% | — | +8.95% | |
| 49 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.29% | — | +79.84% | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.28% | — | — |