CIK: 0001455251
申告総資産額
$3.9億
| # | 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 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 17.72% | +1.95% | +9.10% | |
| 2 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 6.56% | — | -37.67% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.53% | -0.99% | +1.57% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.29% | +0.18% | +1.07% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.04% | -0.29% | -6.89% | |
| 6 | KMX | Carmax INC | 株式-一般消費財 | 3.69% | — | +29.90% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.38% | -0.36% | +0.41% | |
| 8 | EPD | Enterprise Products Partners | 株式-エネルギー | 3.32% | +0.19% | +16.70% | |
| 9 | AFL | Aflac INC | 株式-金融 | 3.14% | — | +55.83% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.97% | +0.54% | +2.48% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.77% | -0.27% | +2294.70% | |
| 12 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 2.48% | — | — | |
| 13 | CEG | Constellation Energy | 株式-公益事業 | 2.18% | -0.55% | +1.75% | |
| 14 | PPA | Invesco Aerospace & Defense | ETF-その他 | 2.17% | +0.10% | -0.77% | |
| 15 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 1.80% | -0.20% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.64% | +0.05% | -1.08% | |
| 17 | OIH | Vaneck Oil Services ETF | ETF-その他 | 1.63% | +0.61% | +74.97% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.61% | -0.70% | +3.86% | |
| 19 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.47% | -0.11% | -0.75% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 1.42% | — | +0.09% | |
| 21 | ✓ | Wireless Telecom Group INC | 株式-その他 | 1.37% | — | — | |
| 22 | DENUSD | Denbury INC | 株式-その他 | 1.37% | — | +5.82% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.20% | -0.28% | -0.16% | |
| 24 | AEP | American Electric Power | 株式-公益事業 | 1.11% | +0.19% | +2.48% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.17% | +56.23% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.08% | — | +11.46% | |
| 27 | DCI | Donaldson Co INC | 株式-資本財 | 1.02% | — | — | |
| 28 | IHS | IHS Holding Limited | 株式-その他 | 0.96% | +0.05% | +112.30% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.92% | — | +0.10% | |
| 30 | EXC | Exelon CORP | 株式-公益事業 | 0.86% | — | +1.74% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.62% | -13.28% | |
| 32 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.84% | -0.14% | +84.31% | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.82% | +0.63% | — | |
| 34 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.79% | — | +2.19% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.77% | +0.13% | — | |
| 36 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.76% | — | — | |
| 37 | ACN | Accenture plc | 株式-IT | 0.70% | -0.68% | EXIT | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.65% | +0.05% | -0.08% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | +7.43% | |
| 40 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 0.60% | — | +16.96% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | — | |
| 42 | ASML | ASML Holding N.V. | 株式-IT | 0.52% | +0.26% | +0.09% | |
| 43 | PWR | Quanta Services INC | 株式-資本財 | 0.51% | — | +1.56% | |
| 44 | CCI | Crown Castle INC | 株式-不動産 | 0.50% | — | +0.10% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.47% | — | — | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.44% | — | +200.00% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | -0.09% | +2551.47% | |
| 48 | EHC | Encompass Health CORP | 株式-ヘルスケア | 0.41% | — | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.41% | -0.11% | — | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.36% | — | -4.41% |