CIK: 0001698484
申告総資産額
$169.8億
| # | 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 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 15.47% | — | +4267.40% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 9.06% | — | +3042.49% | |
| 3 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 7.31% | — | +1854.97% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.93% | -0.46% | +22.04% | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 5.92% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 5.18% | -0.89% | +55.12% | |
| 7 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 4.47% | — | — | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.50% | — | +20.59% | |
| 9 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 2.65% | +0.33% | NEW | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.30% | — | — | |
| 11 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 2.11% | — | +481.89% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.88% | — | — | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.58% | -0.52% | +106.01% | |
| 14 | ADBE | Adobe INC | 株式-IT | 1.34% | -0.08% | +41.90% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.28% | -0.22% | +53.77% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 1.15% | — | +15.65% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 0.97% | -0.07% | +75.42% | |
| 18 | AMD | Advanced Micro Devices | 株式-IT | 0.97% | — | +57.89% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.94% | +1.36% | NEW | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.22% | +36.60% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | — | +31.58% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.10% | +157.37% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.19% | +53.01% | |
| 24 | DDOG | Datadog INC - Class A | 株式-IT | 0.69% | — | +23.08% | |
| 25 | WDAY | Workday Inc-class A | 株式-IT | 0.63% | — | — | |
| 26 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.62% | — | — | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.56% | -0.09% | +140.85% | |
| 28 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.54% | — | +371.43% | |
| 29 | EWH | Ishares Msci Hong Kong ETF | ETF-その他 | 0.48% | — | — | |
| 30 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.48% | — | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.08% | -28.81% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | -4.58% | EXIT | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.39% | — | +65.95% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | -17.84% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | +13.05% | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.34% | — | +9.26% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | -30.90% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | +20.95% | |
| 39 | D0A | Dada Nexus Ltd-adr | 株式-その他 | 0.32% | — | -3.52% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.32% | +0.06% | +10.39% | |
| 41 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.31% | +1.49% | NEW | |
| 42 | XYZ | Block INC | 株式-金融 | 0.31% | — | -4.03% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | +16.09% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.27% | — | -15.49% | |
| 45 | SPLKCHF | Splunk INC | 株式-その他 | 0.27% | — | — | |
| 46 | XPO | Xpo INC | 株式-資本財 | 0.26% | — | -23.74% | |
| 47 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.26% | — | — | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.25% | — | -10.52% | |
| 49 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.24% | — | — | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | -21.53% |