CIK: 0001765885
申告総資産額
$2.7億
| # | 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 9.90% | -0.32% | -9.18% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.58% | -1.71% | -1.70% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.54% | — | -0.82% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.77% | — | -0.79% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.77% | -0.15% | -1.19% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.46% | +0.15% | -7.39% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.40% | — | -1.64% | |
| 8 | SYK | Stryker CORP | 株式-ヘルスケア | 2.27% | -0.14% | -1.58% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.24% | — | +0.01% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.88% | -0.39% | +7.87% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.88% | +0.41% | -0.04% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.85% | -0.08% | -0.98% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.68% | — | +4.51% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.61% | +0.20% | -0.72% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.50% | +0.10% | -7.43% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | -0.09% | +4.24% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.29% | -0.22% | +0.05% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.20% | +0.36% | -6.75% | |
| 19 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.19% | +0.26% | +12.45% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.09% | +2.23% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.12% | +0.18% | -0.12% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | -0.09% | +10.58% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | +0.49% | -0.10% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.03% | — | -0.44% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.96% | — | -0.38% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.93% | — | +4.10% | |
| 27 | TT | Trane Technologies plc | 株式-資本財 | 0.92% | — | — | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.86% | +0.09% | +0.07% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.84% | — | -3.39% | |
| 30 | ALL | Allstate CORP | 株式-金融 | 0.84% | — | +4.83% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.82% | — | +0.12% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.77% | — | +0.18% | |
| 33 | GEV | GE Vernova INC | 株式-資本財 | 0.74% | +0.30% | +9.14% | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.73% | -0.07% | +0.06% | |
| 35 | TYL | Tyler Technologies INC | 株式-IT | 0.70% | -0.14% | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | -0.08% | +12.82% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.27% | +0.64% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.67% | -0.19% | -14.59% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.67% | — | +0.35% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -0.72% | |
| 41 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.63% | — | +15.24% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | +0.14% | +0.29% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +0.80% | |
| 44 | GE | General Electric | 株式-資本財 | 0.57% | — | +0.06% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | +1.18% | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.56% | — | +13.04% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.53% | -0.10% | +0.35% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.52% | — | +1.20% | |
| 49 | AMD | Advanced Micro Devices | 株式-IT | 0.47% | — | +15.14% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | — | +1.97% |