CIK: 0001862145
申告総資産額
$11.8億
| # | 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 | PFF | Ishares Preferred & Income S | ETF-その他 | 9.62% | — | +10.90% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 8.13% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.98% | +0.59% | +342.16% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.44% | +0.01% | -18.74% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.30% | +0.14% | +21.95% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.33% | — | +40.17% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.15% | +0.12% | -0.47% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.37% | -0.83% | +4.16% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.24% | -0.07% | -6.07% | |
| 10 | ALB | Albemarle CORP | 株式-素材 | 1.98% | — | +35.86% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.86% | +0.02% | +20.19% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.76% | — | +1.37% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.76% | +0.25% | +99.02% | |
| 14 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.74% | — | -14.83% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.72% | +0.63% | -19.04% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.70% | +0.66% | +22.54% | |
| 17 | F | Ford Motor Co | 株式-一般消費財 | 1.69% | — | -10.77% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.59% | +0.01% | -0.52% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.52% | -0.20% | -24.37% | |
| 20 | XLF | Ss Financial Select Sector | ETF-その他 | 1.49% | -0.31% | +0.41% | |
| 21 | ADBE | Adobe INC | 株式-IT | 1.34% | — | +125.45% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 1.34% | — | +34.56% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 1.30% | — | +36.36% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.27% | +0.43% | +4.47% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | +0.59% | +14.68% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | +99.26% | |
| 27 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.20% | — | -0.15% | |
| 28 | PSA | Public Storage | 株式-不動産 | 1.19% | — | +4.04% | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 1.19% | -2.18% | +7.90% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 1.15% | — | +0.39% | |
| 31 | LIT | Global X Lithium & Battery T | ETF-その他 | 1.11% | — | +16.52% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 1.09% | +1.30% | +82.30% | |
| 33 | GS | Goldman Sachs Group INC | 株式-金融 | 1.01% | — | +0.21% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 1.00% | +0.79% | -21.61% | |
| 35 | MRO* | Marathon Oil CORP | 株式-その他 | 1.00% | — | — | |
| 36 | AMD | Advanced Micro Devices | 株式-IT | 0.98% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | +0.33% | +0.66% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.91% | -0.08% | +1.10% | |
| 39 | XLB | Ss Materials Select Sector | ETF-その他 | 0.78% | +0.31% | +0.65% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.78% | — | -19.70% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.67% | — | — | |
| 42 | NINEQ | Nine Energy Service INC | 株式-その他 | 0.66% | — | -10.97% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.60% | — | — | |
| 44 | ASAN | Asana INC - Cl A | 株式-その他 | 0.51% | — | — | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.43% | — | +134.40% | |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.42% | — | +148.75% | |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.35% | — | +10.94% | |
| 48 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.34% | — | — | |
| 49 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.34% | — | — | |
| 50 | OUSAGBP | Oshares U.s Quality Dividend | ETF-その他 | 0.33% | — | — |