CIK: 0001840293
申告総資産額
$6991.8万
| # | 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 | 12.77% | — | -0.85% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.96% | — | -6.18% | |
| 3 | HON | Honeywell International INC | 株式-資本財 | 4.54% | — | +0.02% | |
| 4 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 4.25% | — | -2.66% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.29% | — | -0.49% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.96% | — | -1.06% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.92% | — | -0.92% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.43% | — | -1.92% | |
| 9 | IBM | Intl Business Machines CORP | 株式-IT | 2.33% | — | — | |
| 10 | RTX | Rtx CORP | 株式-資本財 | 2.32% | — | -0.10% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.29% | — | +0.03% | |
| 12 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.24% | — | +1.07% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.20% | — | — | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.19% | — | +2.62% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.08% | — | -7.06% | |
| 16 | CRM | Salesforce INC | 株式-IT | 2.07% | — | -2.48% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.07% | — | -3.34% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.96% | — | -6.48% | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.93% | — | -0.88% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.89% | — | -2.51% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | -1.20% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.39% | — | +3.72% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | — | -1.12% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.26% | — | -3.53% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.19% | — | — | |
| 26 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.12% | — | -20.38% | |
| 27 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.08% | — | -0.41% | |
| 28 | DNP | Dnp Select Income Fund INC | 株式-金融 | 1.04% | — | +3.01% | |
| 29 | CQP | Cheniere Energy Partners LP | 株式-その他 | 1.03% | — | -0.05% | |
| 30 | XLB | Ss Materials Select Sector | ETF-その他 | 1.03% | — | — | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 1.02% | — | +0.11% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.02% | — | -0.98% | |
| 33 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.99% | — | -1.95% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | -2.10% | |
| 35 | GE | General Electric | 株式-資本財 | 0.89% | — | -0.68% | |
| 36 | XBMEX | Blackrock Health Sciences | 株式-その他 | 0.89% | — | -2.35% | |
| 37 | BX | Blackstone INC | 株式-金融 | 0.82% | — | -11.89% | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.82% | — | -20.32% | |
| 39 | DOW | Dow INC | 株式-素材 | 0.81% | — | -0.99% | |
| 40 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.80% | — | +0.01% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | — | -10.13% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | -1.80% | |
| 43 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 0.67% | — | -12.96% | |
| 44 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.62% | — | — | |
| 45 | CARR | Carrier Global CORP | 株式-資本財 | 0.59% | — | -4.82% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.57% | — | +0.01% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.57% | — | +10.57% | |
| 48 | MHD | Blackrock Muniholdings Fund | 株式-その他 | 0.55% | — | -12.23% | |
| 49 | D | Dominion Energy INC | 株式-公益事業 | 0.54% | — | -5.81% | |
| 50 | ENPH | Enphase Energy INC | 株式-IT | 0.48% | — | +4.60% |