CIK: 0001843747
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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 12.27% | -9.03% | EXIT | |
| 2 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-その他 | 9.94% | — | +5.08% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 7.48% | -8.60% | EXIT | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 7.07% | -8.17% | EXIT | |
| 5 | AAPL | Apple INC | 株式-IT | 5.45% | -4.90% | EXIT | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.36% | -4.03% | EXIT | |
| 7 | PGF | Invesco Financial Preferred | ETF-その他 | 4.23% | -4.26% | EXIT | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.64% | -5.42% | EXIT | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.52% | -3.69% | EXIT | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 3.09% | -3.55% | EXIT | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.64% | -2.57% | EXIT | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.36% | -2.16% | EXIT | |
| 13 | KIM | Kimco Realty CORP | 株式-不動産 | 1.78% | -2.26% | EXIT | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.75% | -2.23% | EXIT | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.70% | -1.83% | EXIT | |
| 16 | DUK | Duke Energy CORP | 株式-公益事業 | 1.53% | -1.66% | EXIT | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | -2.16% | EXIT | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.37% | -1.50% | EXIT | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.34% | -1.75% | EXIT | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 1.29% | -0.92% | EXIT | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.23% | -1.51% | EXIT | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.20% | -1.37% | EXIT | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.19% | -1.61% | EXIT | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | -1.15% | EXIT | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | -1.33% | EXIT | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | -0.89% | EXIT | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 0.83% | -0.79% | EXIT | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.75% | EXIT | |
| 29 | INTC | Intel CORP | 株式-IT | 0.64% | -1.08% | EXIT | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | -0.57% | EXIT | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | -0.62% | EXIT | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | -0.58% | EXIT | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | -0.56% | EXIT | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | -0.49% | EXIT | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.44% | -0.44% | EXIT | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | -0.29% | EXIT | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.30% | -0.83% | EXIT | |
| 38 | PNC | Pnc Financial Services Group | 株式-金融 | 0.26% | -0.31% | EXIT | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | -0.72% | EXIT | |
| 40 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.24% | — | +932.10% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.24% | -0.23% | EXIT | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | -0.27% | EXIT | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.23% | — | +11.58% | |
| 44 | TD | Toronto-dominion Bank | 株式-金融 | 0.23% | — | — | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | -0.22% | EXIT | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.21% | -0.21% | EXIT | |
| 47 | RNST | Renasant CORP | 株式-その他 | 0.18% | -0.23% | EXIT | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.17% | -0.18% | EXIT | |
| 49 | T | At&t INC | 株式-通信サービス | 0.17% | — | -8.21% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | — | +89.48% |