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 | 27.53% | — | -0.21% | |
| 2 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 8.33% | — | -8.25% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.47% | — | -1.42% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.32% | — | +0.37% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 2.74% | — | -6.86% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.67% | — | +1.46% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.42% | — | -1.89% | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 2.30% | — | -1.58% | |
| 9 | WFC | Wells Fargo & Co | 株式-金融 | 1.92% | — | -2.10% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.88% | — | -2.53% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.84% | — | +7.77% | |
| 12 | NTNX | Nutanix INC - A | 株式-IT | 1.76% | — | +0.02% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.71% | — | +18.99% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.67% | — | -2.94% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | — | -3.38% | |
| 16 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.51% | — | -5.46% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.42% | — | +3.97% | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.42% | — | +92.14% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.39% | — | +9.52% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | — | -0.39% | |
| 21 | ADI | Analog Devices INC | 株式-IT | 1.26% | — | -1.83% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 1.13% | — | -1.51% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.09% | — | -0.36% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.04% | — | -1.23% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.99% | — | +11.22% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | — | +5.72% | |
| 27 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 0.93% | — | -0.51% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.92% | — | +77.09% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.92% | — | +118.43% | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.81% | — | -3.76% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.80% | — | -3.75% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | — | -0.11% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.76% | — | +0.59% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.76% | — | -3.57% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.76% | — | -1.91% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | — | +0.68% | |
| 37 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.72% | — | -2.01% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.68% | — | -2.32% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +0.48% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.64% | — | +0.33% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | -4.09% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +0.14% | |
| 44 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.52% | — | -0.52% | |
| 45 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.50% | — | -0.16% | |
| 46 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.48% | — | +0.31% | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.47% | — | -1.12% | |
| 48 | XLNXEUR | Xilinx INC | 株式-その他 | 0.41% | — | +14.79% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.41% | — | -0.51% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.33% | — | +13.14% |