CIK: 0001535943
申告総資産額
$57.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 26.07% | — | +5412.48% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 19.41% | -11.17% | +1228.44% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 12.72% | — | — | |
| 4 | BAC | Bank Of America CORP | 株式-金融 | 10.82% | — | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.52% | — | +1277.94% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.14% | +0.99% | NEW | |
| 7 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.87% | — | +601.82% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.78% | +0.29% | +18948.99% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | — | +15470.54% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.29% | — | +212.09% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 0.93% | — | +750.28% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | — | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | — | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.59% | — | +458.58% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +1.58% | — | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.56% | — | +251.99% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 0.55% | — | -4.19% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +1.09% | — | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.50% | — | +328.93% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | — | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | — | — | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | — | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.42% | +0.95% | — | |
| 26 | XLB | Ss Materials Select Sector | ETF-その他 | 0.37% | — | +265.44% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.37% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | — | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | — | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.33% | +1.38% | — | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | — | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.30% | — | — | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.28% | — | — | |
| 36 | LIN | Linde plc | 株式-素材 | 0.28% | — | — | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.28% | +0.71% | — | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.28% | +0.91% | — | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | +0.58% | — | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.27% | — | — | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.26% | — | — | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.26% | — | — | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.24% | — | — | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.23% | +0.54% | NEW | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.23% | — | -62.63% | |
| 46 | XLE | Ss Energy Select Sector | ETF-その他 | 0.22% | — | +13.51% | |
| 47 | AMD | Advanced Micro Devices | 株式-IT | 0.21% | — | — | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.21% | +1.05% | — | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.20% | — | — | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.20% | — | -3.14% |