CIK: 0001954805
申告総資産額
$16.6億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.75% | -0.80% | -2.06% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.45% | -0.58% | -3.33% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.40% | -1.93% | +5.88% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.50% | -0.66% | -4.01% | |
| 5 | COP | Conocophillips | 株式-エネルギー | 3.45% | — | -1.13% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.18% | -0.44% | -1.20% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.81% | +0.15% | +0.88% | |
| 8 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 2.42% | — | -4.77% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.21% | -0.24% | -2.85% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.06% | — | -0.79% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.92% | — | -13.89% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.84% | — | -13.86% | |
| 13 | ETN | Eaton Corporation plc | 株式-資本財 | 1.84% | — | -12.72% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.69% | +0.26% | +9.91% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.64% | — | -1.37% | |
| 16 | CCI | Crown Castle INC | 株式-不動産 | 1.61% | — | +9.06% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | +0.65% | -2.62% | |
| 18 | WWJD | Inspire International ETF | ETF-その他 | 1.60% | — | +2.98% | |
| 19 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.55% | — | -3.64% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.46% | — | +45.85% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.43% | — | -6.68% | |
| 22 | RSG | Republic Services INC | 株式-資本財 | 1.39% | — | -4.01% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.29% | — | +1.04% | |
| 24 | MS | Morgan Stanley | 株式-金融 | 1.27% | -0.22% | -1.95% | |
| 25 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 1.26% | — | +3.06% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.19% | — | +0.42% | |
| 27 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 1.13% | — | -1.62% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.12% | -0.27% | +41.57% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.08% | — | -2.00% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | — | +4.11% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 1.03% | — | -12.09% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.02% | — | +37.50% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.95% | -0.26% | — | |
| 34 | PWR | Quanta Services INC | 株式-資本財 | 0.92% | — | -14.99% | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 0.88% | — | -1.80% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.87% | +0.21% | -1.30% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.87% | +0.12% | +43.91% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.83% | +0.14% | +0.35% | |
| 39 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.82% | — | -3.63% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.78% | — | +4.13% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.72% | — | +181.22% | |
| 42 | MCO | Moody's CORP | 株式-金融 | 0.68% | -0.37% | -2.60% | |
| 43 | CELH | Celsius Holdings INC | 株式-生活必需品 | 0.66% | — | -21.81% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | — | -4.05% | |
| 45 | PYPL | Paypal Holdings INC | 株式-金融 | 0.61% | +0.18% | +604.67% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.60% | -0.22% | +16.50% | |
| 47 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.60% | — | +6.00% | |
| 48 | CPS | Cooper-standard Holding | 株式-その他 | 0.60% | — | +126.35% | |
| 49 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.58% | — | — | |
| 50 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.58% | — | -5.13% |