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 | 30.85% | — | -0.89% | |
| 2 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 8.83% | — | +309.30% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.58% | — | +1.64% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.43% | — | +303.87% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 3.16% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.83% | — | +0.89% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.24% | — | +0.61% | |
| 8 | NTNX | Nutanix INC - A | 株式-IT | 2.18% | — | -4.48% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.05% | — | +0.79% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.97% | — | +1.20% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 1.73% | — | +3.72% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.73% | — | +0.66% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.70% | — | +29.62% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.51% | — | +82.61% | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.42% | — | +337.95% | |
| 16 | ADI | Analog Devices INC | 株式-IT | 1.37% | — | +1.74% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.37% | — | +296.28% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.17% | — | +13.47% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | — | -10.93% | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.11% | — | -21.79% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 1.05% | — | +0.46% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | — | -3.75% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.01% | — | +2.88% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.94% | — | +270.80% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.90% | — | +4.06% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.90% | — | +12.43% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.87% | — | +1.97% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | — | +1.20% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.84% | — | — | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.82% | — | +108.26% | |
| 31 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.82% | — | +0.12% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.79% | — | +651.15% | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.76% | — | +3.01% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | — | +0.27% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.76% | — | -0.29% | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.74% | — | +677.10% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.71% | — | +3.36% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | — | -28.58% | |
| 39 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.58% | — | +0.99% | |
| 40 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.53% | — | -1.38% | |
| 41 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 0.52% | — | -20.50% | |
| 42 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.52% | — | -1.29% | |
| 43 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.51% | — | -1.89% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.50% | — | +0.39% | |
| 45 | XLNXEUR | Xilinx INC | 株式-その他 | 0.47% | — | +0.34% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.41% | — | -10.81% | |
| 47 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.31% | — | — | |
| 48 | INTC | Intel CORP | 株式-IT | 0.31% | — | -11.24% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.30% | — | +34.94% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.26% | — | +6.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ICSH | Ishares Ultra Short Duration | +5.9% | +309.30% | 増加 |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.9% | +296.28% | 増加 |
| 3 | SSO | Proshares Ultra S&p500 | +0.7% | +337.95% | 増加 |
| 4 | XLC | Ss Comm Select Sector Spdr | +0.7% | +651.15% | 増加 |
| 5 | IGV | Ishares Expanded Tech-softwa | +0.7% | +677.10% | 増加 |
| 6 | IBB | Ishares Biotechnology ETF | +0.6% | +270.80% | 増加 |
| 7 | VUG | Vanguard Growth ETF | +0.6% | +82.61% | 増加 |
| 8 | XLE | Ss Energy Select Sector | +0.1% | +108.26% | 増加 |
| 9 | IAK | Ishares U.s. Insurance ETF | +0.1% | -0.83% | 減少 |
| 10 | XLF | Ss Financial Select Sector | +0.1% | +200.23% | 増加 |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +34.94% | 増加 |
| 12 | QCOM | Qualcomm INC | +0.1% | +24.57% | 増加 |
| 13 | HON | Honeywell International INC | — | +6.93% | 増加 |
| 14 | XLNXEUR | Xilinx INC | 0% | +0.34% | 増加 |
| 15 | CTSH | Cognizant Tech Solutions-a | 0% | -1.38% | 減少 |
| 16 | VO | Vanguard Mid-cap ETF | 0% | +12.43% | 増加 |
| 17 | ✓ | Laboratory CORP Amer Hldgs | 0% | -1.89% | 減少 |
| 18 | SBUX | Starbucks CORP | -0.1% | +2.88% | 増加 |
| 19 | AMZN | Amazon.com INC | -0.1% | +0.27% | 増加 |
| 20 | EEM | Ishares Msci Emerging Market | -0.1% | -0.29% | 減少 |
| 21 | PG | Procter & Gamble Co/the | -0.1% | +1.20% | 増加 |
| 22 | AAPL | Apple INC | -0.1% | +303.87% | 増加 |
| 23 | GOOG | Alphabet Inc-cl C | -0.1% | -3.75% | 減少 |
| 24 | ABT | Abbott Laboratories | -0.2% | +0.79% | 増加 |
| 25 | ABBV | Abbvie INC | -0.2% | +29.62% | 増加 |
| 26 | IYH | Ishares U.s. Healthcare ETF | -0.2% | +0.12% | 増加 |
| 27 | MRK | Merck & Co. INC. | -0.2% | +4.06% | 増加 |
| 28 | GOOGL | Alphabet Inc-cl A | -0.3% | -10.93% | 減少 |
| 29 | CRM | Salesforce INC | -0.3% | -21.79% | 減少 |
| 30 | INTC | Intel CORP | -0.3% | -11.24% | 減少 |
| 31 | HD | Home Depot INC | -0.3% | +0.66% | 増加 |
| 32 | ADI | Analog Devices INC | -0.4% | +1.74% | 増加 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +0.61% | 増加 |
| 34 | T | At&t INC | -0.4% | +1.97% | 増加 |
| 35 | UNH | Unitedhealth Group INC | -0.4% | +1.64% | 増加 |
| 36 | BAC | Bank Of America CORP | -0.5% | +3.72% | 増加 |
| 37 | MSFT | Microsoft CORP | -0.7% | +0.89% | 増加 |
| 38 | TQQQ | Proshares Ultrapro Qqq | -0.8% | -80.15% | 減少 |
| 39 | XOM | Exxon Mobil CORP | -1.1% | -28.58% | 減少 |
| 40 | ADBE | Adobe INC | -1.8% | — | 変化なし |
| 41 | META | Meta Platforms Inc-class A | -1.9% | -0.89% | 減少 |
| 42 | MBB | Ishares Mbs ETF | — | NEW | 新規購入 |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新規購入 |
| 44 | PINS | Pinterest Inc- Class A | — | EXIT | 全売却 |
| 45 | XLV | Ss Health Care Select Sector | — | NEW | 新規購入 |
| 46 | SUB | Ishares Short-term National | — | NEW | 新規購入 |
| 47 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 48 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 49 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |
| 50 | BIIB | Biogen INC | — | EXIT | 全売却 |