CIK: 0001751817
申告総資産額
$7.3億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 29.09% | — | +0.64% | |
| 2 | NTNX | Nutanix INC - A | 株式-IT | 7.82% | — | +364.80% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.34% | — | +5.75% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.64% | — | +5.93% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.55% | — | +1.28% | |
| 6 | WFC | Wells Fargo & Co | 株式-金融 | 3.07% | — | +7.22% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.02% | — | +4.06% | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 2.81% | — | +8.91% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.58% | — | +0.95% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.52% | — | +7.55% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.35% | — | +6.56% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 2.04% | — | +12.90% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.89% | — | +24.61% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.80% | — | -9.51% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 1.79% | — | -2.50% | |
| 16 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.67% | — | -0.04% | |
| 17 | ADI | Analog Devices INC | 株式-IT | 1.56% | — | +22.59% | |
| 18 | PM | Philip Morris International | 株式-生活必需品 | 1.46% | — | -4.75% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.44% | — | -0.14% | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.26% | — | +3.38% | |
| 21 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.24% | — | -0.11% | |
| 22 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.23% | — | -19.56% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.07% | — | +2.96% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | +0.27% | |
| 25 | AXP | American Express Co | 株式-金融 | 1.03% | — | -1.04% | |
| 26 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.02% | — | +2.89% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.00% | — | +44.00% | |
| 28 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 0.94% | — | +35.30% | |
| 29 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.85% | — | +1.69% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.83% | — | +20.70% | |
| 31 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.81% | — | +3.73% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.67% | — | +23.00% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.64% | — | -8.59% | |
| 34 | XLNXEUR | Xilinx INC | 株式-その他 | 0.62% | — | +0.43% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.61% | — | +24.46% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | — | +4.95% | |
| 37 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.51% | — | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | — | +405.29% | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.43% | — | -12.93% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | +1.93% | |
| 41 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 0.34% | — | -7.04% | |
| 42 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.32% | — | +1.47% | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.26% | — | +35.76% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.26% | — | +2.91% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.25% | — | +871.33% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.21% | — | -1.85% | |
| 47 | CELG | Celgene CORP | 株式-その他 | 0.20% | — | +7.23% | |
| 48 | UTXZ | United Tech CORP | 株式-その他 | 0.18% | — | +34.82% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.17% | — | +0.32% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.17% | — | +72.05% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NTNX | Nutanix INC - A | +6.4% | +364.80% | 増加 |
| 2 | ABT | Abbott Laboratories | +0.4% | +7.55% | 増加 |
| 3 | VUG | Vanguard Growth ETF | +0.4% | +405.29% | 増加 |
| 4 | ADI | Analog Devices INC | +0.3% | +22.59% | 増加 |
| 5 | SBUX | Starbucks CORP | +0.3% | +3.38% | 増加 |
| 6 | ABBV | Abbvie INC | +0.3% | +6.56% | 増加 |
| 7 | UNH | Unitedhealth Group INC | +0.2% | +5.75% | 増加 |
| 8 | IBB | Ishares Biotechnology ETF | +0.2% | +44.00% | 増加 |
| 9 | DIS | Walt Disney Co/the | +0.2% | +871.33% | 増加 |
| 10 | MRK | Merck & Co. INC. | +0.2% | -0.14% | 減少 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +0.27% | 増加 |
| 12 | MMM | 3m Co | +0.1% | +24.46% | 増加 |
| 13 | EEM | Ishares Msci Emerging Market | +0.1% | +23.00% | 増加 |
| 14 | UTXZ | United Tech CORP | +0.1% | +34.82% | 増加 |
| 15 | VO | Vanguard Mid-cap ETF | +0.1% | +72.05% | 増加 |
| 16 | HD | Home Depot INC | +0.1% | +12.90% | 増加 |
| 17 | JNJ | Johnson & Johnson | 0% | +1.28% | 増加 |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -8.59% | 減少 |
| 19 | SUB | Ishares Short-term National | 0% | -12.93% | 減少 |
| 20 | IYH | Ishares U.s. Healthcare ETF | 0% | -0.11% | 減少 |
| 21 | HON | Honeywell International INC | 0% | +2.91% | 増加 |
| 22 | IXN | Ishares Global Tech ETF | 0% | +1.47% | 増加 |
| 23 | AMAT | Applied Materials INC | 0% | -1.85% | 減少 |
| 24 | WFC | Wells Fargo & Co | -0.1% | +7.22% | 増加 |
| 25 | IAK | Ishares U.s. Insurance ETF | -0.1% | -7.04% | 減少 |
| 26 | CELG | Celgene CORP | -0.1% | +7.23% | 増加 |
| 27 | MSFT | Microsoft CORP | -0.1% | +0.95% | 増加 |
| 28 | AXP | American Express Co | -0.1% | -1.04% | 減少 |
| 29 | AAPL | Apple INC | -0.1% | +24.61% | 増加 |
| 30 | BAC | Bank Of America CORP | -0.1% | +8.91% | 増加 |
| 31 | AMZN | Amazon.com INC | -0.1% | +1.93% | 増加 |
| 32 | CTSH | Cognizant Tech Solutions-a | -0.1% | +2.89% | 増加 |
| 33 | AEP | American Electric Power Company, Inc. | -0.1% | +35.76% | 増加 |
| 34 | DVN | Devon Energy CORP | -0.1% | -4.39% | 減少 |
| 35 | ORCL | Oracle CORP | -0.1% | -2.50% | 減少 |
| 36 | SBRA | Sabra Health Care Reit INC | -0.2% | -38.41% | 減少 |
| 37 | ✓ | Laboratory CORP Amer Hldgs | -0.2% | +3.73% | 増加 |
| 38 | XOM | Exxon Mobil CORP | -0.3% | +4.06% | 増加 |
| 39 | PM | Philip Morris International | -0.3% | -4.75% | 減少 |
| 40 | T | At&t INC | -0.3% | -9.51% | 減少 |
| 41 | SSO | Proshares Ultra S&p500 | -0.4% | -0.04% | 減少 |
| 42 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | -0.4% | +35.30% | 増加 |
| 43 | TQQQ | Proshares Ultrapro Qqq | -0.4% | — | 変化なし |
| 44 | KHC | Kraft Heinz Co/the | -0.7% | -19.56% | 減少 |
| 45 | META | Meta Platforms Inc-class A | -4.6% | +0.64% | 増加 |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | 全売却 |
| 47 | UAA | Under Armour Inc-class A | — | EXIT | 全売却 |
| 48 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 49 | NAIL | Dire Dail Hb & Sb 3x Etf-usd | — | EXIT | 全売却 |
| 50 | JPM | Jpmorgan Chase & Co | — | EXIT | 全売却 |