CIK: 0001598102
申告総資産額
$2.8億
| # | 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 | XLI | Ss Industrial Select Sector | ETF-その他 | 12.37% | -0.86% | -0.22% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 11.96% | -1.54% | -0.81% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-その他 | 10.51% | -1.21% | +2.04% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 8.47% | -1.44% | +6.16% | |
| 5 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 8.10% | -0.18% | +1.61% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 5.84% | +0.07% | +2.89% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 4.81% | -0.11% | +2.87% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 4.72% | -0.51% | -6.61% | |
| 9 | XLB | Ss Materials Select Sector | ETF-その他 | 4.60% | +0.22% | +1.04% | |
| 10 | XLE | Ss Energy Select Sector | ETF-その他 | 3.68% | +0.60% | +3.38% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-その他 | 3.60% | +0.09% | +57.00% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.29% | -0.65% | -0.89% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.91% | -0.07% | +14.16% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.64% | -0.20% | +1.11% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.19% | -0.09% | +813.62% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.08% | +0.21% | -4.99% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.80% | -0.03% | +1.09% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.64% | -0.12% | -3.21% | |
| 19 | ETN | Eaton Corporation plc | 株式-資本財 | 0.59% | +0.03% | -0.14% | |
| 20 | MU | Micron Technology INC | 株式-IT | 0.54% | -0.11% | -9.22% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | +0.03% | -8.02% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | -0.06% | -8.25% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | — | -19.41% | |
| 24 | CSX | Csx CORP | 株式-資本財 | 0.43% | +0.03% | -5.80% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | -4.51% | |
| 26 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.40% | -0.31% | +2.22% | |
| 27 | AME | Ametek INC | 株式-資本財 | 0.35% | — | -11.60% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.33% | -0.08% | -8.80% | |
| 29 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.33% | +0.01% | -6.34% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | -0.06% | +107.73% | |
| 31 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.32% | — | -6.88% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.29% | -0.10% | +2.14% | |
| 33 | VNT | Vontier CORP | 株式-IT | 0.29% | — | -15.14% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.02% | -7.69% | |
| 35 | RL | Ralph Lauren CORP | 株式-一般消費財 | 0.25% | — | — | |
| 36 | CE | Celanese CORP | 株式-素材 | 0.24% | — | -13.99% | |
| 37 | BILZ | Pimco Ultra Shrt Govt Active | ETF-その他 | 0.24% | +6.36% | +6.72% | |
| 38 | PSA | Public Storage | 株式-不動産 | 0.23% | — | -6.15% | |
| 39 | AFL | Aflac INC | 株式-金融 | 0.23% | — | — | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.22% | — | -2.46% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.22% | -0.03% | -9.44% | |
| 42 | WY | Weyerhaeuser Co | 株式-不動産 | 0.21% | — | -24.34% | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.21% | +0.06% | — | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.19% | +0.01% | -9.13% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | +0.05% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | -0.03% | +2.18% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.16% | -0.04% | +0.12% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | +1.42% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | — | — | |
| 50 | SO | Southern Co/the | 株式-公益事業 | 0.11% | — | +0.16% |