CIK: 0001844107
申告総資産額
$6.0億
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 9.65% | +0.84% | +0.61% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.17% | — | +0.49% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.16% | +0.51% | +1.58% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.45% | -0.10% | +0.11% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 5.02% | -0.31% | -1.18% | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 4.48% | +0.26% | +0.81% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.46% | -0.81% | -0.85% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.70% | -0.08% | -0.43% | |
| 9 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 3.37% | +0.27% | +0.72% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.92% | -0.18% | -1.02% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.85% | +0.21% | -0.81% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.64% | +0.39% | -0.83% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 2.41% | -0.24% | -0.70% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.19% | -0.04% | -0.84% | |
| 15 | INTU | Intuit INC | 株式-IT | 1.88% | -0.51% | -1.47% | |
| 16 | APH | Amphenol Corp-cl A | 株式-IT | 1.87% | -2.03% | -1.78% | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 1.84% | -0.16% | -1.58% | |
| 18 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.66% | — | +1397.80% | |
| 19 | PHM | Pultegroup INC | 株式-一般消費財 | 1.52% | -0.38% | -1.27% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.37% | -0.05% | -2.24% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 1.34% | -0.06% | -1.00% | |
| 22 | LHX | L3harris Technologies INC | 株式-資本財 | 1.33% | -0.15% | -0.68% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | +0.56% | -1.00% | |
| 24 | ICE | Intercontinental Exchange In | 株式-金融 | 1.23% | — | -0.78% | |
| 25 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 1.22% | -0.03% | -1.86% | |
| 26 | MS | Morgan Stanley | 株式-金融 | 1.20% | -0.11% | -1.08% | |
| 27 | HQY | Healthequity INC | 株式-ヘルスケア | 1.17% | -0.07% | -1.25% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.16% | -0.09% | -0.84% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 1.15% | +0.13% | -2.28% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.06% | — | -0.70% | |
| 31 | ACN | Accenture plc | 株式-IT | 1.02% | -0.63% | EXIT | |
| 32 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.89% | -0.03% | -0.13% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.80% | -0.20% | +666.88% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.80% | +0.07% | -0.69% | |
| 35 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.79% | -0.35% | EXIT | |
| 36 | BLK | Blackrock INC | 株式-金融 | 0.77% | -0.06% | -0.49% | |
| 37 | TXT | Textron INC | 株式-資本財 | 0.74% | — | -2.63% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.73% | -0.03% | -0.43% | |
| 39 | ECL | Ecolab INC | 株式-素材 | 0.71% | — | -0.99% | |
| 40 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.67% | +0.55% | -0.07% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | -0.10% | -2.47% | |
| 42 | GS | Goldman Sachs Group INC | 株式-金融 | 0.65% | -0.06% | +5.58% | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | -0.26% | +4.10% | |
| 44 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.57% | +0.10% | -1.25% | |
| 45 | UBER | Uber Technologies INC | 株式-資本財 | 0.55% | -0.60% | — | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.45% | -0.07% | -3.79% | |
| 47 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.31% | — | -1.17% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.20% | — | -77.57% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | — |