CIK: 0001904828
申告総資産額
$1.4億
| # | 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 | 7.65% | -0.78% | -0.49% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 6.53% | +0.36% | +4.50% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.42% | +0.15% | -0.92% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.41% | +0.21% | -0.11% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.68% | -0.33% | -0.34% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 4.13% | +0.09% | -0.45% | |
| 7 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 4.05% | — | +5.62% | |
| 8 | OKE | Oneok INC | 株式-エネルギー | 4.02% | -0.68% | -0.21% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 3.86% | -0.02% | +8.71% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.42% | +0.91% | -1.28% | |
| 11 | TMUS | T-mobile US INC | 株式-通信サービス | 2.85% | -0.76% | +0.23% | |
| 12 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-テック型 | 2.53% | — | +10.08% | |
| 13 | HWM | Howmet Aerospace INC | 株式-資本財 | 2.49% | — | -1.77% | |
| 14 | SHEL | Shell Plc-adr | 株式-エネルギー | 2.45% | — | +0.26% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.34% | -0.21% | -0.45% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.32% | -0.16% | -0.06% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.23% | — | +0.04% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.22% | — | +1.19% | |
| 19 | EPI | Wisdomtree India Earnings | ETF-その他 | 2.20% | +0.03% | -0.44% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 2.14% | +0.37% | +0.44% | |
| 21 | UBER | Uber Technologies INC | 株式-資本財 | 2.14% | -0.16% | — | |
| 22 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 2.11% | — | +0.64% | |
| 23 | EWJV | Ishares Msci Japan Value ETF | ETF-その他 | 2.09% | — | -1.76% | |
| 24 | LDOS | Leidos Holdings INC | 株式-IT | 2.02% | -0.16% | -28.89% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.96% | — | +0.15% | |
| 26 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.83% | +0.39% | +0.77% | |
| 27 | CEG | Constellation Energy | 株式-公益事業 | 1.63% | — | +51.93% | |
| 28 | AU | AngloGold Ashanti plc | 株式-素材 | 1.32% | +0.46% | +1.68% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.30% | +0.04% | -0.73% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 1.19% | +0.09% | +3.25% | |
| 31 | VG | Venture Global Inc-cl A | 株式-エネルギー | 0.87% | -0.76% | — | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | +0.13% | -0.88% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.78% | +0.04% | -4.56% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.67% | — | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.50% | -0.17% | +27.02% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | — | -0.73% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | — | +0.05% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.40% | — | +1.05% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.35% | — | — | |
| 40 | ETR | Entergy CORP | 株式-公益事業 | 0.32% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | — | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.26% | — | — | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.25% | +0.10% | — | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.24% | — | -1.41% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | -0.80% | |
| 46 | AFL | Aflac INC | 株式-金融 | 0.20% | — | -1.43% | |
| 47 | DTM | Dt Midstream INC | 株式-エネルギー | 0.19% | — | -2.20% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.19% | — | -17.84% |