CIK: 0001909319
申告総資産額
$1.8億
| # | 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 | ALB | Albemarle CORP | 株式-素材 | 3.47% | — | -0.63% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.26% | — | +1.34% | |
| 3 | AMLP | Alerian Mlp ETF | ETF-その他 | 3.21% | — | -0.35% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.13% | -0.11% | +0.54% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.08% | +0.08% | +1.87% | |
| 6 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 2.91% | +0.02% | -0.74% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.86% | -0.03% | +2414.46% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.69% | — | -3.29% | |
| 9 | OKE | Oneok INC | 株式-エネルギー | 2.69% | — | +1.18% | |
| 10 | XLE | Ss Energy Select Sector | ETF-その他 | 2.65% | -2.16% | -1.27% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.47% | +0.51% | +0.05% | |
| 12 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 2.42% | — | +0.78% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.35% | — | -0.46% | |
| 14 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.04% | — | -0.16% | |
| 15 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 1.95% | — | -3.15% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.94% | -0.14% | +0.10% | |
| 17 | GD | General Dynamics CORP | 株式-資本財 | 1.90% | — | +1.18% | |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.89% | — | -0.34% | |
| 19 | TXT | Textron INC | 株式-資本財 | 1.83% | — | +0.53% | |
| 20 | BUG | Global X Cybersecurity ETF | ETF-その他 | 1.72% | — | -0.47% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.71% | -0.84% | EXIT | |
| 22 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 1.67% | — | -6.33% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.67% | — | +0.92% | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.61% | — | +2.25% | |
| 25 | LIT | Global X Lithium & Battery T | ETF-その他 | 1.58% | — | -1.71% | |
| 26 | GM | General Motors Co | 株式-一般消費財 | 1.55% | — | — | |
| 27 | GRMN | Garmin Ltd. | 株式-IT | 1.53% | +0.16% | +62.81% | |
| 28 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.51% | — | -6.57% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.46% | — | +1.85% | |
| 30 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.43% | — | -1.03% | |
| 31 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 1.40% | -0.76% | -2.15% | |
| 32 | T | At&t INC | 株式-通信サービス | 1.36% | — | +5.61% | |
| 33 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.33% | — | +0.20% | |
| 34 | WMB | Williams Cos INC | 株式-エネルギー | 1.26% | — | -1.92% | |
| 35 | DRIV | Global X Autonomous&elec-etf | ETF-その他 | 1.25% | — | -0.12% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | -0.02% | -8.93% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.22% | — | -8.25% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.22% | +0.05% | +0.24% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 1.16% | — | -1.23% | |
| 40 | AXP | American Express Co | 株式-金融 | 1.15% | — | — | |
| 41 | CZR | Caesars Entertainment INC | 株式-一般消費財 | 1.14% | — | -3.85% | |
| 42 | BX | Blackstone INC | 株式-金融 | 1.11% | — | — | |
| 43 | M | Macy's INC | 株式-一般消費財 | 1.11% | — | -1.88% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 1.07% | — | +1.10% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 1.03% | — | +14.05% | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.00% | — | +0.12% | |
| 47 | IRM | Iron Mountain INC | 株式-不動産 | 0.98% | — | +2.68% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.92% | — | +0.03% | |
| 49 | CG | Carlyle Group Inc/the | 株式-金融 | 0.88% | — | +1.77% | |
| 50 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.87% | — | +1.62% |