CIK: 0001698478
申告総資産額
$69.8億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 28.10% | -1.52% | +2.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.11% | +0.08% | +11.27% | |
| 3 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 10.56% | +0.82% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.01% | +0.03% | +2.92% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.08% | — | +10.12% | |
| 6 | ATMP | Ipath Select Mlp Etn | ETF-その他 | 2.61% | — | +12.54% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.51% | -0.15% | +2.89% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.34% | — | +13.38% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.22% | -0.02% | +6.39% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.19% | +0.02% | +43.24% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.84% | +0.55% | +1.02% | |
| 12 | IAA-WUSD | Iaa INC | 株式-その他 | 1.81% | — | — | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.71% | +0.20% | -9.92% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.69% | — | +36.64% | |
| 15 | INDA | Ishares Msci India ETF | ETF-その他 | 1.58% | — | +6.42% | |
| 16 | TENB | Tenable Holdings INC | 株式-その他 | 1.36% | — | -0.75% | |
| 17 | GLRE | Greenlight Capital Re, Ltd. | 株式-その他 | 1.35% | — | — | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.14% | — | +2.55% | |
| 19 | EHTH | Ehealth INC | 株式-その他 | 0.92% | — | — | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.68% | — | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.52% | +37.48% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +53.04% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | +2.28% | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.62% | — | +1.18% | |
| 25 | TYPEUSD | Monotype Imaging Holdings In | 株式-その他 | 0.60% | — | — | |
| 26 | DOCU | Docusign INC | 株式-IT | 0.54% | — | -1.72% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.50% | — | — | |
| 28 | VRNS | Varonis Systems INC | 株式-IT | 0.47% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +17.79% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.41% | -0.10% | — | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | -33.56% | |
| 32 | ✓ | Mimecast LTD | 株式-その他 | 0.37% | — | — | |
| 33 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.31% | — | — | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.28% | — | +0.22% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.27% | — | -1.62% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.26% | — | -10.67% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.25% | +0.05% | +1.78% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.25% | — | — | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | +15.35% | |
| 40 | FDUS | Fidus Investment CORP | 株式-その他 | 0.24% | — | — | |
| 41 | T | At&t INC | 株式-通信サービス | 0.23% | — | +34.10% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | +85.08% | |
| 43 | BHF | Brighthouse Financial INC | 株式-金融 | 0.20% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.19% | — | -1.59% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.18% | — | — | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.17% | — | +16.66% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.17% | — | — | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.16% | +0.03% | +31.20% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.16% | — | +4.91% | |
| 50 | TNET | Trinet Group INC | 株式-その他 | 0.15% | — | -0.78% |