CIK: 0001929071
申告総資産額
$2.0億
| # | 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 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 9.66% | -1.00% | -1.84% | |
| 2 | AAPL | Apple INC | 株式-IT | 9.28% | -0.37% | +0.47% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.09% | -1.62% | +0.72% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 6.33% | -0.33% | +962.31% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.43% | -0.38% | -3.15% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.52% | -0.45% | +2.54% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.23% | -0.42% | -1.00% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.43% | +0.42% | -4.56% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.64% | -0.25% | -4.87% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.61% | — | -0.61% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 2.10% | +0.76% | -3.75% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 2.09% | +0.38% | -2.84% | |
| 13 | CRM | Salesforce INC | 株式-IT | 1.98% | -0.71% | -2.02% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.94% | +0.68% | -1.86% | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 1.79% | -0.08% | +8.43% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.66% | -0.10% | +0.87% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.59% | +0.46% | +1.76% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.53% | — | +2.96% | |
| 19 | ET | Energy Transfer LP | 株式-エネルギー | 1.47% | — | -8.61% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.44% | +0.41% | -2.40% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.30% | — | -1.39% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.29% | +0.21% | +0.97% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.21% | +0.39% | -22.97% | |
| 24 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.12% | -0.05% | +6.47% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.11% | +0.15% | +167.55% | |
| 26 | SUN | Sunoco LP | 株式-その他 | 0.99% | — | +5.79% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.92% | — | -5.33% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.92% | -0.06% | -25.44% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.80% | — | -26.51% | |
| 30 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.80% | -0.08% | -11.92% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.75% | +0.08% | +7.97% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.74% | — | -33.81% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | — | +0.31% | |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.65% | -0.34% | -0.27% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.09% | -24.52% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | +0.16% | -6.54% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.58% | — | +9.08% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.57% | -0.11% | EXIT | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | +0.54% | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.49% | +0.06% | -32.44% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.21% | +0.14% | |
| 42 | APD | Air Products & Chemicals INC | 株式-素材 | 0.46% | — | -22.11% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.44% | — | — | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.43% | — | -5.63% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | — | -22.93% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.41% | +0.24% | +0.98% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.39% | -0.14% | +107.45% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.38% | -0.04% | — | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.37% | +0.28% | -18.28% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.36% | -0.06% | +99.71% |