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 | 17.55% | +1.95% | +0.09% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.37% | -0.36% | +77.29% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.99% | -0.99% | -0.34% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.80% | -0.29% | -0.17% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.26% | +0.18% | +0.22% | |
| 6 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.88% | +0.19% | +0.16% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.81% | +0.54% | +2.26% | |
| 8 | AFL | Aflac INC | 株式-金融 | 2.72% | — | -7.98% | |
| 9 | OIH | Vaneck Oil Services ETF | ETF-その他 | 2.68% | +0.61% | +1.96% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.50% | -0.27% | +0.57% | |
| 11 | CEG | Constellation Energy | 株式-公益事業 | 2.44% | -0.55% | -0.90% | |
| 12 | KMX | Carmax INC | 株式-一般消費財 | 2.32% | — | — | |
| 13 | LAB | Standard Biotools INC | 株式-その他 | 2.16% | -0.51% | — | |
| 14 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 2.16% | — | — | |
| 15 | PPA | Invesco Aerospace & Defense | ETF-その他 | 2.05% | +0.10% | +1.00% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 2.02% | +0.63% | +10.29% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.95% | +0.13% | +37.48% | |
| 18 | GTLS | Chart Industries INC | 株式-資本財 | 1.64% | — | +1.73% | |
| 19 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.55% | -0.11% | +0.83% | |
| 20 | AEP | American Electric Power | 株式-公益事業 | 1.40% | +0.19% | +63.12% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.34% | -0.70% | -2.64% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.33% | +0.05% | +0.21% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.32% | -0.68% | EXIT | |
| 24 | DENUSD | Denbury INC | 株式-その他 | 1.31% | — | -6.29% | |
| 25 | PWR | Quanta Services INC | 株式-資本財 | 1.19% | — | +2.45% | |
| 26 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 1.15% | — | +6.37% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | -0.28% | +0.53% | |
| 28 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 1.13% | -0.20% | — | |
| 29 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.03% | — | +4.96% | |
| 30 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.99% | +0.32% | +0.45% | |
| 31 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.99% | -0.14% | +0.42% | |
| 32 | AES | Aes CORP | 株式-公益事業 | 0.91% | — | +82.31% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | -0.14% | +0.45% | |
| 34 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-その他 | 0.89% | +0.21% | +19.63% | |
| 35 | EQNR | Equinor Asa-spon Adr | 株式-エネルギー | 0.88% | +0.39% | +3.71% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.62% | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | -0.17% | — | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.74% | — | +1.91% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.74% | — | +93.04% | |
| 40 | IHS | IHS Holding Limited | 株式-その他 | 0.74% | +0.05% | +1.60% | |
| 41 | LEU | Centrus Energy Corp-class A | 株式-エネルギー | 0.73% | — | — | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.72% | — | +0.36% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | -3.47% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | +0.10% | +461.15% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.60% | +0.05% | — | |
| 46 | ASML | ASML Holding N.V. | 株式-IT | 0.58% | +0.26% | +1.93% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.57% | — | +0.42% | |
| 48 | PANW | Palo Alto Networks INC | 株式-IT | 0.48% | — | — | |
| 49 | EHC | Encompass Health CORP | 株式-ヘルスケア | 0.45% | — | — | |
| 50 | DCI | Donaldson Co INC | 株式-資本財 | 0.44% | — | — |