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 | 14.56% | — | -13.70% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.94% | — | -1.62% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.82% | — | -13.01% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 3.98% | — | -1.40% | |
| 5 | HON | Honeywell International INC | 株式-資本財 | 3.84% | — | -2.56% | |
| 6 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.43% | — | -3.39% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.05% | — | -3.22% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.62% | — | -13.83% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.62% | — | -4.30% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.36% | — | -1.82% | |
| 11 | CRM | Salesforce INC | 株式-IT | 2.22% | — | -22.41% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.02% | — | -1.72% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.95% | — | -1.03% | |
| 14 | RTX | Rtx CORP | 株式-資本財 | 1.91% | — | -6.28% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.90% | — | -0.20% | |
| 16 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.87% | — | -1.71% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.86% | — | -31.43% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.58% | — | -3.86% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.54% | — | -34.88% | |
| 20 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.50% | — | -0.52% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.45% | — | -25.00% | |
| 22 | AMD | Advanced Micro Devices | 株式-IT | 1.30% | — | -7.32% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.17% | — | -8.62% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.14% | — | -3.10% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.08% | — | — | |
| 26 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.05% | — | -5.16% | |
| 27 | XLB | Ss Materials Select Sector | ETF-その他 | 0.98% | — | — | |
| 28 | BX | Blackstone INC | 株式-金融 | 0.94% | — | -1.69% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | — | -8.79% | |
| 30 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.91% | — | -0.46% | |
| 31 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.91% | — | -1.64% | |
| 32 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.89% | — | -6.01% | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 0.88% | — | -3.17% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.83% | — | +3.92% | |
| 35 | GE | General Electric | 株式-資本財 | 0.80% | — | -20.70% | |
| 36 | DOW | Dow INC | 株式-素材 | 0.77% | — | -0.12% | |
| 37 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.73% | — | -1.42% | |
| 38 | XBMEX | Blackrock Health Sciences | 株式-その他 | 0.73% | — | +1.61% | |
| 39 | CQP | Cheniere Energy Partners LP | 株式-その他 | 0.72% | — | -1.09% | |
| 40 | SHOP | Shopify INC - Class A | 株式-IT | 0.68% | — | -4.58% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | -42.55% | |
| 42 | CARR | Carrier Global CORP | 株式-資本財 | 0.66% | — | -8.05% | |
| 43 | PANW | Palo Alto Networks INC | 株式-IT | 0.62% | — | -20.31% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | — | — | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | +0.25% | |
| 46 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.56% | — | — | |
| 47 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 0.55% | — | -8.24% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.53% | — | -0.59% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | -6.87% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.52% | — | -0.54% |