CIK: 0001731731
申告総資産額
$4.1億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.57% | +0.08% | +12.44% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.85% | — | -0.00% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-その他 | 3.45% | +0.51% | +136.91% | |
| 4 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.87% | +0.15% | +31.56% | |
| 5 | NTRA | Natera INC | 株式-ヘルスケア | 2.47% | -0.15% | -12.18% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.39% | +0.75% | +9.04% | |
| 7 | PCT | Purecycle Technologies INC | 株式-その他 | 2.29% | -0.73% | +0.41% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.18% | -0.19% | +113.71% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | -0.09% | -1.43% | |
| 10 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 1.83% | +0.15% | — | |
| 11 | MRVL | Marvell Technology INC | 株式-IT | 1.79% | -0.11% | -7.73% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.71% | — | +4.69% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.54% | +0.29% | +11.82% | |
| 14 | AMBA | Ambarella, Inc. | 株式-IT | 1.48% | -0.37% | +0.37% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.34% | — | +24.93% | |
| 16 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.27% | -0.06% | +28.16% | |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.26% | — | -0.98% | |
| 18 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 1.23% | +0.13% | — | |
| 19 | RH | Rh | 株式-一般消費財 | 1.12% | -0.18% | +18.31% | |
| 20 | GH | Guardant Health INC | 株式-ヘルスケア | 1.12% | -0.09% | +44.32% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.11% | — | +7.57% | |
| 22 | OKTA | Okta INC | 株式-IT | 1.07% | +0.51% | +38.26% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.04% | -0.16% | +5.18% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | -0.12% | -1.49% | |
| 25 | SW | Smurfit Westrock Plc | 株式-一般消費財 | 1.04% | +0.10% | -1.88% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 1.01% | — | +3.38% | |
| 27 | UBER | Uber Technologies INC | 株式-資本財 | 0.98% | -0.08% | +19.34% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.98% | — | +28.98% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.97% | -0.22% | -3.14% | |
| 30 | BLK | Blackrock INC | 株式-金融 | 0.97% | — | — | |
| 31 | CIEN | Ciena CORP | 株式-IT | 0.97% | +0.47% | +0.63% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.96% | +0.29% | +32.40% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.96% | — | +33.12% | |
| 34 | SNOW | Snowflake INC | 株式-IT | 0.94% | -0.11% | +11.28% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.92% | — | +25.48% | |
| 36 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.91% | — | +32.88% | |
| 37 | NET | Cloudflare INC - Class A | 株式-IT | 0.90% | — | -6.59% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.89% | — | +1.35% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.89% | — | +14.09% | |
| 40 | XYZ | Block INC | 株式-金融 | 0.86% | +0.13% | -18.72% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.85% | — | -1.90% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.71% | -4.83% | |
| 43 | FNF | Fidelity National Financial | 株式-金融 | 0.81% | -0.08% | -3.82% | |
| 44 | MET | Metlife INC | 株式-金融 | 0.80% | — | -3.52% | |
| 45 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 0.80% | +0.20% | — | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | +0.21% | +5.87% | |
| 47 | GLW | Corning INC | 株式-IT | 0.78% | +0.49% | +0.27% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | -0.24% | |
| 49 | MP | Mp Materials CORP | 株式-素材 | 0.77% | — | +0.44% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | — | -58.18% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IDUB | Aptus Intl Enhan Yld ETF | +1.8% | NEW | 新規購入 |
| 2 | OSCV | Opus Small Cap Value ETF | +1.2% | NEW | 新規購入 |
| 3 | BLK | Blackrock INC | +1% | NEW | 新規購入 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.8% | +12.44% | 増加 |
| 5 | DRSK | Aptus Defined Risk ETF | +0.8% | NEW | 新規購入 |
| 6 | ANET | Arista Networks INC | +0.7% | NEW | 新規購入 |
| 7 | GH | Guardant Health INC | +0.5% | +44.32% | 増加 |
| 8 | MRVL | Marvell Technology INC | +0.5% | -7.73% | 減少 |
| 9 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.5% | +31.56% | 増加 |
| 10 | CPRI | Capri Holdings Limited | +0.4% | NEW | 新規購入 |
| 11 | NVDA | Nvidia CORP | +0.3% | +9.04% | 増加 |
| 12 | OKTA | Okta INC | +0.3% | +38.26% | 増加 |
| 13 | SNOW | Snowflake INC | +0.3% | +11.28% | 増加 |
| 14 | AMBA | Ambarella, Inc. | +0.3% | +0.37% | 増加 |
| 15 | RH | Rh | +0.3% | +18.31% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +217.34% | 増加 |
| 17 | SCHR | Schwab Intermediate-term US | +0.3% | +136.91% | 増加 |
| 18 | CIEN | Ciena CORP | +0.2% | +0.63% | 増加 |
| 19 | SCHP | Schwab U.s. Tips ETF | +0.2% | NEW | 新規購入 |
| 20 | 8QR | Confluent Inc-class A | +0.2% | +36.96% | 増加 |
| 21 | AMZN | Amazon.com INC | +0.2% | -1.43% | 減少 |
| 22 | XLE | Ss Energy Select Sector | +0.2% | +32.40% | 増加 |
| 23 | AAPL | Apple INC | +0.2% | +57.44% | 増加 |
| 24 | HZO | Marinemax INC | +0.2% | NEW | 新規購入 |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +33.12% | 増加 |
| 26 | USHY | Ishares Broad Usd High Yield | +0.2% | +28.98% | 増加 |
| 27 | TSLA | Tesla INC | +0.2% | +103.38% | 増加 |
| 28 | PFFD | Global X US Preferred ETF | +0.2% | +24.93% | 増加 |
| 29 | NET | Cloudflare INC - Class A | +0.1% | -6.59% | 減少 |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +104.70% | 増加 |
| 31 | WFC | Wells Fargo & Co | +0.1% | -3.14% | 減少 |
| 32 | PINS | Pinterest Inc- Class A | +0.1% | +28.16% | 増加 |
| 33 | HDEF | Xtrackers Msci Eafe High Div | +0.1% | +32.88% | 増加 |
| 34 | MSFT | Microsoft CORP | +0.1% | +49.01% | 増加 |
| 35 | NTRA | Natera INC | +0.1% | -12.18% | 減少 |
| 36 | PCT | Purecycle Technologies INC | +0.1% | +0.41% | 増加 |
| 37 | MLPA | Global X Mlp ETF | -0.1% | -63.26% | 減少 |
| 38 | ISRG | Intuitive Surgical INC | -0.1% | -41.34% | 減少 |
| 39 | MELI | Mercadolibre INC | -0.2% | +0.07% | 増加 |
| 40 | YEAR | AB Ultra Short Income ETF | -0.3% | EXIT | 全売却 |
| 41 | VYMI | Vanguard Int High Dvd Yld In | -0.3% | -75.36% | 減少 |
| 42 | TPR | Tapestry INC | -0.3% | -48.96% | 減少 |
| 43 | STZ | Constellation Brands Inc-a | -0.5% | -40.29% | 減少 |
| 44 | ANETEUR | Arista Networks INC | -0.6% | EXIT | 全売却 |
| 45 | SCHX | Schwab US Large-cap ETF | -1% | +113.71% | 増加 |
| 46 | BLKCHF | Blackrock INC | -1% | EXIT | 全売却 |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | -1% | -77.44% | 減少 |
| 48 | IJR | Ishares Core S&p Small-cap E | -1.2% | -58.18% | 減少 |
| 49 | VYM | Vanguard High Dvd Yield ETF | -1.2% | -86.23% | 減少 |
| 50 | SCHF | Schwab Intl Equity ETF | -2.1% | +4.69% | 増加 |