CIK: 0001803291
申告総資産額
$7.1億
| # | 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 | 5.02% | -0.13% | +2.87% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.53% | — | +802.84% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.59% | — | +12.02% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.02% | — | +5.34% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.76% | -0.29% | +0.84% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.53% | -0.30% | +4.61% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 2.20% | — | +1.86% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.11% | -0.29% | +301.17% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.93% | -0.25% | +2.27% | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 1.88% | — | +1.60% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 1.87% | — | +3.00% | |
| 12 | CFG | Citizens Financial Group | 株式-金融 | 1.79% | — | +1.87% | |
| 13 | DOCU | Docusign INC | 株式-IT | 1.79% | — | +1.91% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.71% | — | +1.71% | |
| 15 | SYU1 | Synovus Financial CORP | 株式-その他 | 1.67% | -0.87% | EXIT | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | +0.35% | +4.39% | |
| 17 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.49% | — | +0.19% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.47% | — | +2.18% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.46% | -0.15% | +9.64% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.44% | — | +4.04% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 1.38% | -0.27% | -10.51% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.35% | — | +2.77% | |
| 23 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.32% | — | +3.37% | |
| 24 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.32% | -0.22% | +2.31% | |
| 25 | FDX | Fedex CORP | 株式-資本財 | 1.28% | — | +9.54% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.27% | — | +5.67% | |
| 27 | UBER | Uber Technologies INC | 株式-資本財 | 1.25% | — | +9.98% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.20% | +0.45% | NEW | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.18% | — | +1.72% | |
| 30 | FANG | Diamondback Energy INC | 株式-エネルギー | 1.16% | +0.18% | — | |
| 31 | KEY | Keycorp | 株式-金融 | 1.15% | — | +5.62% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | — | +32.19% | |
| 33 | CRM | Salesforce INC | 株式-IT | 1.12% | -0.70% | EXIT | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 1.11% | — | +2.34% | |
| 35 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.10% | — | +3.86% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | +7.00% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.09% | — | +2.22% | |
| 38 | ADBE | Adobe INC | 株式-IT | 1.07% | — | +4.58% | |
| 39 | DOW | Dow INC | 株式-素材 | 1.05% | — | +8.23% | |
| 40 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.03% | — | -15.74% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.03% | — | +3.12% | |
| 42 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.02% | -0.11% | +5.79% | |
| 43 | COF | Capital One Financial CORP | 株式-金融 | 1.02% | -0.11% | +2.36% | |
| 44 | MMM | 3m Co | 株式-資本財 | 1.01% | — | +8.75% | |
| 45 | MU | Micron Technology INC | 株式-IT | 1.01% | — | +23.90% | |
| 46 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.00% | — | +17.60% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 1.00% | — | -9.75% | |
| 48 | AMAT | Applied Materials INC | 株式-IT | 0.99% | — | +1.08% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | — | +3.63% | |
| 50 | SYF | Synchrony Financial | 株式-金融 | 0.99% | — | +1.89% |