CIK: 0001698478
申告総資産額
$69.8億
上位200銘柄を表示中（全212銘柄）
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.66% | +0.08% | +18.27% | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 6.47% | — | +8236.10% | |
| 3 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 6.16% | +0.82% | -12.73% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.54% | — | +13.91% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 4.76% | -0.99% | +2.32% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.27% | -0.15% | +427.95% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.22% | +0.03% | -10.54% | |
| 8 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 4.00% | — | +52.94% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.44% | — | -55.22% | |
| 10 | ✓ | Mimecast LTD | 株式-その他 | 2.92% | — | -7.69% | |
| 11 | KOD | Kodiak Sciences INC | 株式-その他 | 2.85% | — | +567.98% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.82% | — | +9.45% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.64% | — | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.47% | -0.02% | +9.07% | |
| 15 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.43% | — | +0.08% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.21% | +0.20% | +54.84% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.52% | +85.50% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.69% | — | — | |
| 19 | DRUP | Graniteshares Nasdaq Select | ETF-テック型 | 1.58% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | +0.55% | +8.85% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.36% | +0.02% | -15.71% | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 1.01% | — | — | |
| 23 | OKTA | Okta INC | 株式-IT | 0.80% | -0.14% | -34.54% | |
| 24 | GLRE | Greenlight Capital Re, Ltd. | 株式-その他 | 0.60% | — | +9.81% | |
| 25 | ATHS | Athene Holding Ltd. 7.250% Fixe | 株式-その他 | 0.59% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +18.88% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | — | +427.10% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | — | +1.02% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.45% | +0.20% | +75.03% | |
| 30 | DVA | Davita INC | 株式-ヘルスケア | 0.45% | — | +6.05% | |
| 31 | EHTH | Ehealth INC | 株式-その他 | 0.43% | — | -17.58% | |
| 32 | NOW | Servicenow INC | 株式-IT | 0.43% | — | +62.36% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | -0.15% | -0.41% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.41% | — | +5.52% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | — | -8.12% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | -0.10% | +150.81% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.34% | — | -0.96% | |
| 38 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.34% | — | -2.71% | |
| 39 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.34% | — | -2.66% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.34% | — | +124.11% | |
| 41 | INDA | Ishares Msci India ETF | ETF-その他 | 0.33% | — | — | |
| 42 | PML | Pimco Municipal Income Fd Ii | 株式-その他 | 0.33% | — | -2.88% | |
| 43 | BWFG | Bankwell Financial Group INC | 株式-その他 | 0.30% | — | -0.22% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.29% | — | +378.36% | |
| 45 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.26% | — | -3.57% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.26% | +0.14% | +199.36% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.25% | — | +178.96% | |
| 48 | CCO | Clear Channel Outdoor Holdin | 株式-その他 | 0.25% | — | — | |
| 49 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.24% | — | -4.20% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.24% | — | +8.98% |