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 | 10.12% | -0.37% | -1.24% | |
| 2 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 8.45% | -0.10% | +0.54% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.17% | -0.11% | -0.04% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.50% | -0.72% | -8.83% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.29% | -0.71% | -1.87% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.91% | -0.01% | -1.32% | |
| 7 | EPD | Enterprise Products Partners | 株式-エネルギー | 3.08% | +0.74% | +2.56% | |
| 8 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 2.95% | — | -7.08% | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 2.64% | +0.31% | -40.89% | |
| 10 | OKE | Oneok INC | 株式-エネルギー | 2.49% | +0.13% | +0.37% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 2.46% | -0.82% | +74.69% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.23% | +0.07% | NEW | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 2.20% | -0.22% | -1.32% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -0.21% | +71.61% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.13% | -0.03% | -0.41% | |
| 16 | VLO | Valero Energy CORP | 株式-エネルギー | 2.10% | +0.70% | -0.51% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.68% | -0.18% | -0.25% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | -0.24% | +2.13% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.47% | — | +13.35% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.46% | +0.25% | +13.31% | |
| 21 | AXP | American Express Co | 株式-金融 | 1.34% | -0.24% | -1.42% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.07% | -0.99% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | +0.29% | +1.33% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 1.02% | -0.07% | -0.10% | |
| 25 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.88% | — | -1.42% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.85% | — | +0.50% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.81% | +0.09% | +0.12% | |
| 28 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.81% | -0.14% | +1.04% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | -0.36% | +5.72% | |
| 30 | XLB | Ss Materials Select Sector | ETF-その他 | 0.78% | — | -0.27% | |
| 31 | ROP | Roper Technologies INC | 株式-IT | 0.75% | -0.05% | -0.42% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.74% | -0.13% | -1.50% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.68% | — | +0.02% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.63% | -0.11% | -1.12% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.62% | -0.08% | -0.55% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.61% | -0.03% | +7.29% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | +0.44% | +53.88% | |
| 38 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.57% | — | -1.66% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | +401.29% | |
| 40 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.51% | — | -1.70% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | +14.73% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | +2.53% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.48% | — | -6.38% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | +0.08% | +14.10% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | +0.63% | -7.65% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.41% | — | -0.58% | |
| 47 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.41% | — | -14.98% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.40% | -0.40% | EXIT | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | +0.06% | +0.13% | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.37% | — | — |