CIK: 0001752761
申告総資産額
$5.0億
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 29.21% | -1.40% | -0.66% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 6.35% | — | +3903.02% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.55% | — | -7.31% | |
| 4 | PBR | Petroleo Brasileiro-spon Adr | 株式-エネルギー | 2.50% | — | — | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.17% | — | +734.43% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.10% | -0.29% | +1.51% | |
| 7 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.67% | +0.13% | +0.73% | |
| 8 | ATKR | Atkore INC | 株式-その他 | 1.64% | — | +1.37% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.59% | — | +3.23% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.55% | — | +121.69% | |
| 11 | DIOD | Diodes INC | 株式-その他 | 1.45% | — | +3.00% | |
| 12 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.44% | — | +2.50% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.44% | — | -4.17% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.39% | -0.14% | +3.00% | |
| 15 | CDW | Cdw Corp/de | 株式-IT | 1.35% | — | +1.07% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.22% | +0.21% | +2.43% | |
| 17 | ✓ | Bank Montreal Que | 株式-その他 | 1.16% | — | — | |
| 18 | ALB | Albemarle CORP | 株式-素材 | 1.16% | — | — | |
| 19 | AGCO | Agco CORP | 株式-資本財 | 1.15% | — | — | |
| 20 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.14% | — | -12.04% | |
| 21 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 1.09% | — | +4.63% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 1.08% | — | -14.16% | |
| 23 | USX1 | United States Steel CORP | 株式-その他 | 1.00% | — | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | +0.06% | -7.21% | |
| 25 | PSX | Phillips 66 | 株式-エネルギー | 0.96% | — | +9.56% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.94% | — | -5.79% | |
| 27 | ADI | Analog Devices INC | 株式-IT | 0.93% | +0.16% | -4.77% | |
| 28 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.92% | — | -21.38% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | -4.04% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | — | -3.08% | |
| 31 | BOILUSD | Proshares Ultra Bloomberg NA | ETF-その他 | 0.79% | — | +403.97% | |
| 32 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.76% | — | -21.07% | |
| 33 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.76% | — | +94.11% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | +5.04% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | +0.03% | +13.75% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.69% | — | -2.42% | |
| 37 | SWKS | Skyworks Solutions INC | 株式-IT | 0.66% | — | +17.59% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.66% | +0.05% | +0.02% | |
| 39 | SNA | Snap-on INC | 株式-資本財 | 0.65% | — | +3.33% | |
| 40 | EVR | Evercore INC - A | 株式-金融 | 0.65% | -0.17% | -4.99% | |
| 41 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.64% | — | — | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.63% | +0.05% | +3.04% | |
| 43 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.59% | -0.23% | — | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | -0.18% | +5.37% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.57% | — | — | |
| 46 | MTG | Mgic Investment CORP | 株式-金融 | 0.56% | — | — | |
| 47 | AIG | American International Group | 株式-金融 | 0.55% | — | +2.42% | |
| 48 | THO | Thor Industries INC | 株式-一般消費財 | 0.55% | — | +5.68% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | +1.07% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | +0.50% |