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 | 4.59% | — | +1.06% | |
| 2 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.95% | +0.57% | -8.64% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.79% | +0.08% | +1.68% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.60% | -0.11% | +3.62% | |
| 5 | XLE | Ss Energy Select Sector | ETF-その他 | 3.41% | -2.16% | +0.52% | |
| 6 | AMLP | Alerian Mlp ETF | ETF-その他 | 3.36% | — | +0.46% | |
| 7 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 3.24% | +0.02% | +0.72% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.13% | -0.03% | +3.02% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.05% | +0.51% | +4.45% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.65% | — | +0.33% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.58% | — | +0.05% | |
| 12 | OKE | Oneok INC | 株式-エネルギー | 2.55% | — | +0.54% | |
| 13 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 2.47% | — | +6.59% | |
| 14 | ALB | Albemarle CORP | 株式-素材 | 2.37% | — | +2.92% | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 2.28% | -0.84% | EXIT | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.19% | — | +4.41% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | -0.02% | +20.32% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.04% | -0.14% | +1.56% | |
| 19 | GD | General Dynamics CORP | 株式-資本財 | 2.04% | — | +4.86% | |
| 20 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.86% | — | +2.82% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.84% | — | -2.84% | |
| 22 | TXT | Textron INC | 株式-資本財 | 1.82% | — | -0.30% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.82% | — | +5.59% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.73% | — | +101.80% | |
| 25 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 1.62% | -0.76% | +4.33% | |
| 26 | CRM | Salesforce INC | 株式-IT | 1.58% | — | +5.82% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.56% | — | +2.56% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.54% | -0.56% | +23.66% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.42% | — | +6.52% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.40% | +0.05% | -0.21% | |
| 31 | BX | Blackstone INC | 株式-金融 | 1.36% | — | +4.72% | |
| 32 | AXP | American Express Co | 株式-金融 | 1.34% | — | +8.62% | |
| 33 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.31% | — | +0.81% | |
| 34 | DRIV | Global X Autonomous&elec-etf | ETF-その他 | 1.20% | — | -1.17% | |
| 35 | WMB | Williams Cos INC | 株式-エネルギー | 1.18% | — | +1.44% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.18% | — | +1.10% | |
| 37 | DVN | Devon Energy CORP | 株式-エネルギー | 1.08% | — | +11.38% | |
| 38 | LHX | L3harris Technologies INC | 株式-資本財 | 1.07% | -0.70% | +4.86% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.06% | — | +0.66% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | — | — | |
| 41 | LIT | Global X Lithium & Battery T | ETF-その他 | 1.05% | — | -2.75% | |
| 42 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.03% | — | +8.89% | |
| 43 | BUG | Global X Cybersecurity ETF | ETF-その他 | 0.95% | — | -32.19% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +8.99% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | — | -7.21% | |
| 46 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.78% | — | +50.00% | |
| 47 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.76% | — | -5.68% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | +11.66% | |
| 49 | CG | Carlyle Group Inc/the | 株式-金融 | 0.70% | — | -5.54% | |
| 50 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.66% | — | -14.11% |