CIK: 0001728031
申告総資産額
$2.3億
| # | 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 | 39.26% | -0.82% | EXIT | |
| 2 | LBRT | Liberty Energy INC | 株式-エネルギー | 5.31% | — | -2.90% | |
| 3 | F | Ford Motor Co | 株式-一般消費財 | 5.04% | — | +5.47% | |
| 4 | AES | Aes CORP | 株式-公益事業 | 4.97% | — | +3.71% | |
| 5 | STX | Seagate Technology Holdings plc | 株式-IT | 4.76% | — | +3.84% | |
| 6 | SYY | Sysco CORP | 株式-生活必需品 | 4.68% | +0.07% | +2.67% | |
| 7 | PRU | Prudential Financial INC | 株式-金融 | 4.53% | — | +4.69% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.48% | +0.17% | +3.77% | |
| 9 | HPQ | Hp INC | 株式-IT | 4.19% | — | +9.16% | |
| 10 | CAH | Cardinal Health INC | 株式-ヘルスケア | 4.08% | — | — | |
| 11 | IP | International Paper Co | 株式-一般消費財 | 3.99% | — | +7.82% | |
| 12 | JWNUSD | Nordstrom INC | 株式-その他 | 3.14% | — | +11.64% | |
| 13 | CC | Chemours Co/the | 株式-素材 | 3.02% | — | +15.06% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.50% | -0.01% | +12.81% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.44% | — | +13.45% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | +0.02% | +6.91% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | +0.03% | — | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +1.32% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.37% | +0.08% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | — | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.35% | — | — | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | — | |
| 23 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.28% | — | +99.87% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | F | Ford Motor Co | +0.4% | +5.47% | 増加 |
| 2 | HPQ | Hp INC | +0.2% | +9.16% | 増加 |
| 3 | FSICUSD | Fs Kkr Capital CORP | +0.1% | +99.87% | 増加 |
| 4 | PRU | Prudential Financial INC | +0.1% | +4.69% | 増加 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.45% | 増加 |
| 6 | DIS | Walt Disney Co/the | +0.1% | +1.32% | 増加 |
| 7 | VWO | Vanguard Ftse Emerging Marke | 0% | +12.81% | 増加 |
| 8 | AMZN | Amazon.com INC | 0% | +6.91% | 増加 |
| 9 | SYY | Sysco CORP | -0.2% | +2.67% | 増加 |
| 10 | ITOT | Ishares Core S&p Total U.s. | -0.2% | +3.77% | 増加 |
| 11 | IP | International Paper Co | -0.5% | +7.82% | 増加 |
| 12 | STX | Seagate Technology Holdings plc | -0.5% | +3.84% | 増加 |
| 13 | LBRT | Liberty Energy INC | -0.6% | -2.90% | 減少 |
| 14 | AES | Aes CORP | -0.9% | +3.71% | 増加 |
| 15 | JWNUSD | Nordstrom INC | -1.3% | +11.64% | 増加 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.4% | +4.81% | 増加 |
| 17 | CC | Chemours Co/the | -1.6% | +15.06% | 増加 |
| 18 | CAH | Cardinal Health INC | — | NEW | 新規購入 |
| 19 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |
| 20 | AAPL | Apple INC | — | NEW | 新規購入 |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | — | NEW | 新規購入 |
| 23 | HD | Home Depot INC | — | NEW | 新規購入 |