CIK: 0001581465
申告総資産額
$5.6億
| # | 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 | 6.47% | +0.54% | +9.16% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 4.59% | +0.58% | +16.69% | |
| 3 | ORCL | Oracle CORP | 株式-IT | 4.26% | -1.07% | -0.40% | |
| 4 | LNG | Cheniere Energy INC | 株式-エネルギー | 4.03% | +0.02% | +0.79% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.80% | -1.52% | +0.29% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.07% | -0.94% | +2.54% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.05% | — | +0.70% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.86% | — | +0.72% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.51% | -0.25% | +0.28% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 2.23% | -0.63% | -0.89% | |
| 11 | SE | Sea Ltd-adr | 株式-通信サービス | 2.21% | -0.68% | -0.51% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.95% | +0.14% | +0.31% | |
| 13 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.88% | -1.30% | +26.13% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.83% | +2.35% | +11.32% | |
| 15 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.78% | — | -2.08% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.75% | — | +4.10% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.68% | -0.03% | +0.12% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.64% | +0.11% | +17.45% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.60% | — | +1.27% | |
| 20 | MLI | Mueller Industries INC | 株式-資本財 | 1.48% | — | +1.45% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | — | +4.53% | |
| 22 | BLK | Blackrock INC | 株式-金融 | 1.32% | — | +1.65% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.30% | — | +0.21% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | — | -0.68% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.09% | — | +7.43% | |
| 26 | CPRT | Copart INC | 株式-資本財 | 0.95% | — | -3.05% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 0.94% | — | +0.28% | |
| 28 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.92% | — | -0.98% | |
| 29 | OCFC | Oceanfirst Financial CORP | 株式-その他 | 0.88% | — | +0.10% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.85% | -1.04% | +14.77% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.85% | — | +13.56% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | — | +0.03% | |
| 33 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.81% | — | +5.51% | |
| 34 | HUBS | Hubspot INC | 株式-IT | 0.79% | — | +0.62% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.78% | -1.01% | +7.72% | |
| 36 | SAFE | Safehold INC | 株式-その他 | 0.77% | -0.61% | EXIT | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.76% | — | +6.53% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.74% | +0.06% | -0.51% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | -1.03% | +20.15% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.70% | -0.10% | +42.81% | |
| 41 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.68% | — | -2.60% | |
| 42 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.68% | — | +11.97% | |
| 43 | FTS | Fortis INC | 株式-公益事業 | 0.66% | — | -0.41% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | +0.05% | +20.83% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.63% | — | -1.13% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | — | +4.59% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.61% | — | +28.62% | |
| 48 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.60% | — | +30.35% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | — | |
| 50 | VLTO | Veralto CORP | 株式-資本財 | 0.58% | — | -1.23% |