CIK: 0001697796
申告総資産額
$3.9億
| # | 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 | AAPL | Apple INC | 株式-IT | 12.71% | -0.37% | -0.26% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.66% | -0.11% | +0.22% | |
| 3 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 5.74% | -0.10% | +1.11% | |
| 4 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 4.70% | — | — | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.29% | -0.01% | -0.20% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.52% | -0.72% | -6.11% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.48% | -0.71% | +5.08% | |
| 8 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 3.44% | — | -0.12% | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 3.40% | +0.31% | -0.22% | |
| 10 | EPD | Enterprise Products Partners | 株式-エネルギー | 3.23% | +0.74% | +0.87% | |
| 11 | WEP | Magellan Midstream Partners | 株式-その他 | 3.08% | — | +0.94% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.40% | -0.03% | +0.42% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 2.27% | -0.22% | +0.21% | |
| 14 | VLO | Valero Energy CORP | 株式-エネルギー | 2.26% | +0.70% | -0.68% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.08% | -0.18% | +0.02% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.99% | — | +0.27% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.34% | +0.29% | -0.12% | |
| 18 | AXP | American Express Co | 株式-金融 | 1.24% | -0.24% | +0.65% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.24% | -2.08% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.21% | +11.46% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.02% | +0.09% | -4.12% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.00% | +0.25% | +371.70% | |
| 23 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.00% | — | — | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.98% | -0.07% | -0.52% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | -0.07% | -3.34% | |
| 26 | XLB | Ss Materials Select Sector | ETF-その他 | 0.92% | — | -4.73% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.90% | — | +269.25% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.89% | — | -10.09% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.87% | -0.36% | +1.95% | |
| 30 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.76% | -0.14% | — | |
| 31 | ROP | Roper Technologies INC | 株式-IT | 0.76% | -0.05% | +0.17% | |
| 32 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.76% | — | -3.15% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.75% | — | -5.25% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | — | -6.09% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.69% | — | -20.05% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.66% | -0.08% | +0.70% | |
| 37 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.65% | — | — | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.13% | +0.77% | |
| 39 | PYPL | Paypal Holdings INC | 株式-金融 | 0.59% | -0.82% | -1.16% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | — | +0.38% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | +0.08% | -0.97% | |
| 42 | SHOP | Shopify INC - Class A | 株式-IT | 0.53% | — | — | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.52% | -0.11% | -2.49% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.51% | — | +0.34% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.48% | — | -0.25% | |
| 46 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.44% | -0.03% | -1.36% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.43% | -0.40% | EXIT | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | +0.44% | -17.93% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.41% | +0.63% | +1.44% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.41% | +0.06% | -3.48% |