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 | 16.70% | — | +0.93% | |
| 2 | PFF | Ishares Preferred & Income S | ETF-その他 | 5.80% | — | +0.48% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.26% | — | +1.43% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.12% | — | -15.96% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.81% | — | +1.15% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.02% | — | +1.05% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.87% | — | +0.56% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.66% | — | +0.51% | |
| 9 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.45% | — | +8.81% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.26% | — | +1.56% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 2.07% | — | +2.90% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.90% | — | +4.79% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.89% | — | +6.61% | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 1.79% | — | +1.00% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | — | +0.83% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.67% | — | -19.72% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | — | +4.08% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.56% | — | +1.03% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.53% | — | +12.51% | |
| 20 | NTNX | Nutanix INC - A | 株式-IT | 1.52% | — | — | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 1.47% | — | +1.08% | |
| 22 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.47% | — | +0.02% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.46% | — | +12.97% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.39% | — | +8.16% | |
| 25 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 1.26% | — | +1.52% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 1.26% | — | +3.65% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | — | +0.50% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 1.01% | — | +0.47% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.00% | — | +0.23% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.98% | — | -10.71% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | — | +0.49% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | +0.82% | |
| 33 | MBB | Ishares Mbs ETF | ETF-その他 | 0.78% | — | -15.01% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.72% | — | +0.40% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.71% | — | +5.10% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.69% | — | +0.06% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.69% | — | +0.08% | |
| 38 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.68% | — | +0.06% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.68% | — | +0.84% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | — | -22.89% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | +0.46% | |
| 42 | OGN | Organon & Co | 株式-ヘルスケア | 0.64% | — | +0.85% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.63% | — | +0.71% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.60% | — | +0.01% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | +1.26% | |
| 46 | AMD | Advanced Micro Devices | 株式-IT | 0.55% | — | — | |
| 47 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 0.53% | — | — | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.48% | — | — | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | +3.98% | |
| 50 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.46% | — | +1.36% |