CIK: 0002059649
申告総資産額
$1.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 7.32% | -1.26% | -0.10% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.57% | — | +8.39% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.24% | -0.25% | -0.58% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 3.51% | -0.42% | -1.07% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.47% | — | +2.29% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.28% | -0.55% | -3.21% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.24% | +1.46% | +0.06% | |
| 8 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 2.95% | — | +0.61% | |
| 9 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 2.80% | +0.30% | -0.08% | |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 2.67% | +0.17% | -5.06% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.48% | — | +1.67% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.29% | +0.22% | +5.87% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.06% | -0.53% | +0.55% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.98% | -0.45% | +3.21% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.94% | -0.12% | -5.85% | |
| 16 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.83% | — | +1.07% | |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.62% | -0.10% | -0.46% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.62% | +0.60% | +2.11% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.60% | — | — | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.60% | — | -2.45% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.52% | -0.16% | +0.62% | |
| 22 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.49% | — | -0.32% | |
| 23 | LRCX | Lam Research CORP | 株式-IT | 1.40% | +0.28% | +0.07% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | +0.28% | +2.54% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.23% | -0.15% | +0.71% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.12% | +5.45% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.18% | — | +0.32% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.15% | +0.21% | -0.45% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.05% | +0.13% | +5.09% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +0.08% | |
| 31 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.91% | — | — | |
| 32 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.88% | — | -1.86% | |
| 33 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.87% | — | -3.10% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.83% | — | +1.31% | |
| 35 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.80% | — | -2.01% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | — | +17.33% | |
| 37 | AXON | Axon Enterprise INC | 株式-資本財 | 0.72% | -0.13% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | -0.14% | — | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | — | +2.43% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | -0.11% | +3.12% | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.60% | — | — | |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.59% | — | -0.98% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.56% | -0.12% | +2.51% | |
| 44 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.56% | — | -0.73% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.53% | +0.13% | +0.06% | |
| 46 | LASR | Nlight INC | 株式-その他 | 0.52% | +0.14% | -25.63% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.50% | — | -1.04% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | — | +0.72% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.48% | — | +6.70% | |
| 50 | URI | United Rentals INC | 株式-資本財 | 0.48% | — | +0.13% |