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 | 33.79% | — | +0.77% | |
| 2 | NTNX | Nutanix INC - A | 株式-IT | 3.95% | — | — | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.38% | — | +5.87% | |
| 4 | WFC | Wells Fargo & Co | 株式-金融 | 3.18% | — | +6.65% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.99% | — | -1.31% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.99% | — | +0.20% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 2.93% | — | +4.94% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.86% | — | -2.50% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.76% | — | +5.66% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.43% | — | +0.36% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.34% | — | +0.30% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.34% | — | +1.36% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.86% | — | -4.04% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.85% | — | +1.23% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 1.83% | — | +0.22% | |
| 16 | ADI | Analog Devices INC | 株式-IT | 1.72% | — | +0.43% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.67% | — | +1.96% | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.46% | — | +0.37% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.36% | — | +0.62% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 1.26% | — | +26.68% | |
| 21 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 1.23% | — | +11.74% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | -2.21% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.13% | — | +0.56% | |
| 24 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.11% | — | +0.06% | |
| 25 | AXP | American Express Co | 株式-金融 | 1.02% | — | -2.91% | |
| 26 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.97% | — | +0.42% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.88% | — | +47.58% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | — | +6.28% | |
| 29 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.80% | — | +0.32% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.79% | — | -8.95% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.77% | — | +0.42% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.76% | — | +1.41% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.73% | — | +0.21% | |
| 34 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.72% | — | -7.22% | |
| 35 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.71% | — | +10.08% | |
| 36 | XLNXEUR | Xilinx INC | 株式-その他 | 0.56% | — | +0.36% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | — | -0.23% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.49% | — | -4.71% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | — | +0.11% | |
| 40 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.40% | — | — | |
| 41 | SUB | Ishares Short-term National | ETF-その他 | 0.36% | — | +0.18% | |
| 42 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 0.36% | — | +0.31% | |
| 43 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.35% | — | — | |
| 44 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.31% | — | -4.32% | |
| 45 | AMAT | Applied Materials INC | 株式-IT | 0.28% | — | +0.20% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.28% | — | +0.47% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.25% | — | +0.65% | |
| 48 | CELG | Celgene CORP | 株式-その他 | 0.24% | — | -10.12% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.21% | — | — | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.14% | — | — |