CIK: 0002128243
申告総資産額
$1.3億
| # | 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 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 36.50% | +0.01% | — | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 3.39% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.15% | +0.11% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 3.03% | +2.06% | — | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.99% | -0.65% | — | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.80% | +0.80% | — | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.61% | +0.52% | — | |
| 8 | C | Citigroup INC | 株式-金融 | 1.30% | +0.08% | — | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 1.23% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | -0.43% | — | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.08% | +1.35% | — | |
| 13 | FLJP | Franklin Ftse Japan ETF | ETF-その他 | 1.06% | -0.98% | EXIT | |
| 14 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 1.05% | -0.85% | EXIT | |
| 15 | COP | Conocophillips | 株式-エネルギー | 0.99% | -0.38% | — | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | — | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 0.91% | — | — | |
| 18 | AIG | American International Group | 株式-金融 | 0.88% | — | — | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | — | — | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.83% | — | — | |
| 21 | COF | Capital One Financial CORP | 株式-金融 | 0.82% | — | — | |
| 22 | PM | Philip Morris International | 株式-生活必需品 | 0.80% | — | — | |
| 23 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.76% | — | — | |
| 24 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.76% | -0.42% | — | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.75% | — | — | |
| 26 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.73% | -0.44% | — | |
| 27 | LUV | Southwest Airlines Co | 株式-資本財 | 0.73% | +0.22% | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | — | — | |
| 29 | GM | General Motors Co | 株式-一般消費財 | 0.72% | — | — | |
| 30 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.71% | +0.29% | — | |
| 31 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.70% | — | — | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | — | |
| 33 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.64% | — | — | |
| 34 | VLO | Valero Energy CORP | 株式-エネルギー | 0.60% | — | — | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | — | |
| 36 | PLD | Prologis INC | 株式-不動産 | 0.57% | — | — | |
| 37 | STX | Seagate Technology Holdings plc | 株式-IT | 0.57% | — | — | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.56% | — | — | |
| 39 | BLK | Blackrock INC | 株式-金融 | 0.56% | -0.75% | EXIT | |
| 40 | FDX | Fedex CORP | 株式-資本財 | 0.56% | -0.32% | — | |
| 41 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.55% | — | — | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.54% | — | — | |
| 43 | APO | Apollo Global Management INC | 株式-金融 | 0.54% | — | — | |
| 44 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.53% | -0.30% | — | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.53% | — | — | |
| 46 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 0.52% | — | — | |
| 47 | PHM | Pultegroup INC | 株式-一般消費財 | 0.52% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | -0.56% | — | |
| 49 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.50% | — | — | |
| 50 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.47% | — | — |