CIK: 0001730068
申告総資産額
$4.3億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.83% | — | +2.08% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.73% | — | +12.82% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.71% | — | +6.97% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.55% | — | -2.80% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 6.41% | — | -7.13% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.47% | — | +7.23% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.70% | — | +15.97% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 4.25% | — | +9.24% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 4.01% | — | +2842.34% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.97% | — | +13.43% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.88% | — | +17.83% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 3.77% | — | +19.04% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.86% | — | +3.21% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.96% | — | -5.15% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.70% | — | +13.07% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | — | +0.10% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.36% | — | +2.57% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.23% | — | -3.47% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.05% | — | -7.67% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.97% | — | -3.57% | |
| 21 | SHOP | Shopify INC - Class A | 株式-IT | 0.88% | — | -0.14% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | — | +11.62% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | +3.60% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | +3.25% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | +15.48% | |
| 26 | OKTA | Okta INC | 株式-IT | 0.62% | — | — | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.61% | — | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +0.73% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.56% | — | +7.97% | |
| 30 | TEAM | Atlassian Corporation | 株式-IT | 0.53% | — | — | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.52% | — | -4.09% | |
| 32 | COUPEUR | Coupa Software INC | 株式-その他 | 0.51% | — | — | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | -2.02% | |
| 34 | WIX | Wix.com Ltd. | 株式-IT | 0.49% | — | — | |
| 35 | ZS | Zscaler INC | 株式-IT | 0.46% | — | — | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | — | |
| 37 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.45% | — | — | |
| 38 | T | At&t INC | 株式-通信サービス | 0.45% | — | -0.33% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | +0.15% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | — | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.42% | — | +6.35% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.41% | — | +2.04% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.41% | — | — | |
| 44 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.35% | — | — | |
| 45 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 0.31% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.27% | — | +3.91% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.22% | — | +4.03% | |
| 48 | AAPL | Apple INC | 株式-IT | 0.20% | — | -46.00% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.19% | — | -14.55% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.17% | — | -1.72% |