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 | MSFT | Microsoft CORP | 株式-IT | 4.23% | — | +29.34% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.48% | -0.11% | +1.83% | |
| 3 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 3.46% | +0.02% | +0.20% | |
| 4 | XLE | Ss Energy Select Sector | ETF-その他 | 3.15% | -2.16% | +23.25% | |
| 5 | AMLP | Alerian Mlp ETF | ETF-その他 | 3.12% | — | +0.47% | |
| 6 | ALB | Albemarle CORP | 株式-素材 | 2.98% | — | -4.95% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.97% | +0.08% | -3.70% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.83% | +0.57% | +63.51% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.64% | +0.51% | +3.16% | |
| 10 | OKE | Oneok INC | 株式-エネルギー | 2.52% | — | -0.36% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.51% | -0.03% | +0.26% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 2.48% | -0.84% | EXIT | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.32% | — | -2.08% | |
| 14 | GM | General Motors Co | 株式-一般消費財 | 2.09% | — | +24.97% | |
| 15 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 2.07% | — | -0.73% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.01% | — | -28.41% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.97% | -0.14% | +1.06% | |
| 18 | GD | General Dynamics CORP | 株式-資本財 | 1.93% | — | +13.54% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.86% | — | +13.29% | |
| 20 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.80% | — | +6.82% | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.70% | — | +105.15% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.69% | — | +1.66% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.69% | — | -1.11% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.69% | — | +2.14% | |
| 25 | TXT | Textron INC | 株式-資本財 | 1.66% | — | +0.30% | |
| 26 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 1.64% | — | +3.01% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.60% | — | +0.51% | |
| 28 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 1.47% | -0.76% | -2.18% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.45% | — | -5.50% | |
| 30 | BUG | Global X Cybersecurity ETF | ETF-その他 | 1.37% | — | -1.31% | |
| 31 | AXP | American Express Co | 株式-金融 | 1.34% | — | +0.88% | |
| 32 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.32% | — | -0.36% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.31% | +0.05% | +1.56% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | -0.02% | +6.92% | |
| 35 | LIT | Global X Lithium & Battery T | ETF-その他 | 1.25% | — | +0.52% | |
| 36 | DRIV | Global X Autonomous&elec-etf | ETF-その他 | 1.24% | — | -0.40% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.23% | -0.56% | +53.79% | |
| 38 | T | At&t INC | 株式-通信サービス | 1.21% | — | +1.83% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.11% | — | -1.41% | |
| 40 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 1.09% | — | -1.70% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 1.07% | — | +31.61% | |
| 42 | BX | Blackstone INC | 株式-金融 | 1.03% | — | +5.73% | |
| 43 | LHX | L3harris Technologies INC | 株式-資本財 | 1.03% | -0.70% | — | |
| 44 | WMB | Williams Cos INC | 株式-エネルギー | 1.02% | — | +0.40% | |
| 45 | DVN | Devon Energy CORP | 株式-エネルギー | 1.01% | — | +5.70% | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.94% | — | +0.58% | |
| 47 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.92% | — | — | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | — | +2.30% | |
| 49 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.87% | — | +56.04% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.85% | — | — |