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 | 33.33% | — | -10.15% | |
| 2 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.07% | — | +0.22% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.62% | — | +0.41% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.55% | — | +1.39% | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 3.00% | — | — | |
| 6 | NTNX | Nutanix INC - A | 株式-IT | 2.97% | — | -0.26% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.72% | — | +0.24% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.66% | — | +20.65% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.27% | — | +0.35% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.24% | — | +7.47% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.09% | — | +1.79% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.91% | — | +1.23% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.81% | — | -8.56% | |
| 14 | ADI | Analog Devices INC | 株式-IT | 1.76% | — | +1.84% | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 1.65% | — | +9.28% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.46% | — | — | |
| 17 | CRM | Salesforce INC | 株式-IT | 1.43% | — | — | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.42% | — | -6.44% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.30% | — | +0.99% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | — | +5.30% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.15% | — | +11.07% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.11% | — | +4.84% | |
| 23 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.03% | — | — | |
| 24 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.03% | — | +0.13% | |
| 25 | PM | Philip Morris International | 株式-生活必需品 | 1.02% | — | +1.50% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | +0.52% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.96% | — | +0.20% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | -0.40% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | — | +0.60% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.89% | — | +0.55% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | — | +47.71% | |
| 32 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.74% | — | +0.49% | |
| 33 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.73% | — | +0.79% | |
| 34 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.71% | — | -54.87% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.70% | — | +112.24% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.67% | — | -0.66% | |
| 37 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 0.63% | — | +0.04% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.63% | — | -16.79% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.61% | — | +0.90% | |
| 40 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.57% | — | -0.50% | |
| 41 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.56% | — | — | |
| 42 | XLNXEUR | Xilinx INC | 株式-その他 | 0.49% | — | +0.38% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.48% | — | +0.29% | |
| 44 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.42% | — | -7.22% | |
| 45 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.37% | — | +0.19% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.34% | — | — | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.27% | — | -9.94% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.26% | — | +5.81% | |
| 49 | AMAT | Applied Materials INC | 株式-IT | 0.25% | — | -4.29% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.24% | — | +237.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe INC | +1.7% | — | 変化なし |
| 2 | NTNX | Nutanix INC - A | +0.4% | -0.26% | 減少 |
| 3 | AAPL | Apple INC | +0.4% | +0.41% | 増加 |
| 4 | XLE | Ss Energy Select Sector | +0.3% | +112.24% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.3% | +47.71% | 増加 |
| 6 | V | Visa Inc-class A Shares | +0.2% | +237.91% | 増加 |
| 7 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.1% | +0.04% | 増加 |
| 8 | ADI | Analog Devices INC | +0.1% | +1.84% | 増加 |
| 9 | HD | Home Depot INC | +0.1% | +1.79% | 増加 |
| 10 | TWLO | Twilio INC - A | +0.1% | — | 変化なし |
| 11 | MSFT | Microsoft CORP | 0% | +1.39% | 増加 |
| 12 | ABBV | Abbvie INC | 0% | +1.23% | 増加 |
| 13 | PINS | Pinterest Inc- Class A | 0% | -7.22% | 減少 |
| 14 | VUG | Vanguard Growth ETF | — | +0.20% | 増加 |
| 15 | KHC | Kraft Heinz Co/the | — | +0.79% | 増加 |
| 16 | ✓ | Laboratory CORP Amer Hldgs | — | — | 変化なし |
| 17 | IXN | Ishares Global Tech ETF | — | +0.19% | 増加 |
| 18 | GOOG | Alphabet Inc-cl C | 0% | +5.30% | 増加 |
| 19 | XLNXEUR | Xilinx INC | 0% | +0.38% | 増加 |
| 20 | CTSH | Cognizant Tech Solutions-a | 0% | -0.50% | 減少 |
| 21 | VO | Vanguard Mid-cap ETF | -0.1% | -0.40% | 減少 |
| 22 | MMM | 3m Co | -0.1% | +0.90% | 増加 |
| 23 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 変化なし |
| 24 | EEM | Ishares Msci Emerging Market | -0.1% | +0.55% | 増加 |
| 25 | SBUX | Starbucks CORP | -0.1% | +4.84% | 増加 |
| 26 | IYH | Ishares U.s. Healthcare ETF | -0.1% | +0.13% | 増加 |
| 27 | PEP | Pepsico INC | -0.2% | +0.60% | 増加 |
| 28 | BAC | Bank Of America CORP | -0.2% | +7.47% | 増加 |
| 29 | MRK | Merck & Co. INC. | -0.2% | +11.07% | 増加 |
| 30 | PG | Procter & Gamble Co/the | -0.2% | +0.52% | 増加 |
| 31 | IAK | Ishares U.s. Insurance ETF | -0.2% | +0.55% | 増加 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +20.65% | 増加 |
| 33 | ABT | Abbott Laboratories | -0.3% | +0.35% | 増加 |
| 34 | ORCL | Oracle CORP | -0.3% | -6.44% | 減少 |
| 35 | XOM | Exxon Mobil CORP | -0.4% | -8.56% | 減少 |
| 36 | UNH | Unitedhealth Group INC | -0.4% | +0.22% | 増加 |
| 37 | IGV | Ishares Expanded Tech-softwa | -0.4% | -79.08% | 減少 |
| 38 | JNJ | Johnson & Johnson | -0.6% | +0.24% | 増加 |
| 39 | SSO | Proshares Ultra S&p500 | -0.7% | -54.87% | 減少 |
| 40 | META | Meta Platforms Inc-class A | -2% | -10.15% | 減少 |
| 41 | ICSH | Ishares Ultra Short Duration | — | NEW | 新規購入 |
| 42 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 43 | TQQQ | Proshares Ultrapro Qqq | — | NEW | 新規購入 |
| 44 | IBB | Ishares Biotechnology ETF | — | NEW | 新規購入 |
| 45 | SUB | Ishares Short-term National | — | EXIT | 全売却 |
| 46 | VYM | Vanguard High Dvd Yield ETF | — | EXIT | 全売却 |
| 47 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 48 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 49 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 50 | IJR | Ishares Core S&p Small-cap E | — | EXIT | 全売却 |