CIK: 0001576102
申告総資産額
$6.1億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 18.21% | -0.38% | -7.35% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.00% | -0.26% | -1.50% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.90% | -1.39% | -0.93% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.89% | -0.39% | -0.04% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.39% | -0.25% | -1.13% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.09% | -0.25% | -1.16% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.04% | +0.47% | +8.11% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.23% | -0.29% | -3.53% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.18% | -0.25% | -4.10% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.15% | +0.35% | +0.08% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.79% | +0.37% | -1.24% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | -0.07% | -0.62% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.71% | +0.28% | +10.99% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.43% | +0.01% | +118.75% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.31% | -0.25% | -1.41% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | +0.02% | -5.44% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.22% | +0.01% | -2.17% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.17% | — | +9.59% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | -0.05% | -2.71% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.99% | +0.12% | -2.72% | |
| 21 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.94% | -0.07% | +0.02% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | -0.11% | -0.39% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.86% | — | +3.99% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.85% | — | -1.01% | |
| 25 | BLK | Blackrock INC | 株式-金融 | 0.78% | -0.02% | +2.37% | |
| 26 | BN | Brookfield CORP | 株式-金融 | 0.77% | -0.09% | -2.46% | |
| 27 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.74% | +0.12% | +0.69% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.73% | — | -0.88% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.72% | +0.16% | +2.72% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -0.28% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.65% | — | +1.21% | |
| 32 | SYK | Stryker CORP | 株式-ヘルスケア | 0.64% | — | -2.51% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | +0.17% | -0.54% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | -0.55% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.58% | +0.13% | +17.69% | |
| 36 | AMD | Advanced Micro Devices | 株式-IT | 0.57% | — | +2.21% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.55% | +0.18% | -0.92% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.54% | — | -4.98% | |
| 39 | BX | Blackstone INC | 株式-金融 | 0.54% | -0.08% | -0.18% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.52% | — | +2.86% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.52% | +0.14% | +0.77% | |
| 42 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.44% | +0.11% | -0.04% | |
| 43 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.43% | — | -0.28% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.42% | +0.24% | +10.22% | |
| 45 | SPGI | S&p Global INC | 株式-金融 | 0.40% | -0.03% | +2.72% | |
| 46 | DHI | Dr Horton INC | 株式-一般消費財 | 0.40% | — | +1.14% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | -1.96% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | -0.06% | -1.89% | |
| 49 | MCO | Moody's CORP | 株式-金融 | 0.37% | -0.05% | -2.15% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.35% | -0.03% | -2.86% |