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 | 18.43% | +1.95% | -0.48% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.79% | -0.36% | +0.55% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.94% | -0.99% | +1.09% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.28% | -0.29% | -3.29% | |
| 5 | CEG | Constellation Energy | 株式-公益事業 | 2.90% | -0.55% | -20.40% | |
| 6 | OIH | Vaneck Oil Services ETF | ETF-その他 | 2.67% | +0.61% | +8.49% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.54% | -0.27% | -1.01% | |
| 8 | XLE | Ss Energy Select Sector | ETF-その他 | 2.49% | +0.63% | +9.12% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 2.49% | +0.54% | +5.16% | |
| 10 | PPA | Invesco Aerospace & Defense | ETF-その他 | 2.26% | +0.10% | -2.27% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.20% | +0.18% | -22.39% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.18% | +0.13% | +2.63% | |
| 13 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.15% | +0.19% | -2.21% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.13% | — | +0.59% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.04% | +0.62% | +8.07% | |
| 16 | GTLS | Chart Industries INC | 株式-資本財 | 1.98% | — | +7.30% | |
| 17 | AFL | Aflac INC | 株式-金融 | 1.94% | — | — | |
| 18 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.92% | +0.32% | -0.17% | |
| 19 | AEP | American Electric Power | 株式-公益事業 | 1.86% | +0.19% | +12.63% | |
| 20 | PWR | Quanta Services INC | 株式-資本財 | 1.63% | — | +9.56% | |
| 21 | AES | Aes CORP | 株式-公益事業 | 1.54% | — | +8.47% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.46% | -0.70% | — | |
| 23 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.39% | -0.11% | +0.65% | |
| 24 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.35% | -0.14% | +0.85% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.30% | +0.05% | -2.52% | |
| 26 | ACN | Accenture plc | 株式-IT | 1.29% | -0.68% | EXIT | |
| 27 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 1.23% | — | +5.60% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.15% | -0.28% | +201.97% | |
| 29 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.13% | — | +17.01% | |
| 30 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-その他 | 1.01% | +0.21% | +2.48% | |
| 31 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 0.98% | — | — | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.95% | -0.14% | +0.66% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | -0.17% | — | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.92% | — | — | |
| 35 | KMX | Carmax INC | 株式-一般消費財 | 0.89% | — | — | |
| 36 | ASML | ASML Holding N.V. | 株式-IT | 0.87% | +0.26% | +0.54% | |
| 37 | MIR | Mirion Technologies INC | 株式-資本財 | 0.84% | -0.22% | +6.98% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | — | |
| 39 | EQNR | Equinor Asa-spon Adr | 株式-エネルギー | 0.77% | +0.39% | +15.44% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.69% | — | +0.85% | |
| 41 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.67% | — | +2.43% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | +0.10% | +2.34% | |
| 43 | LEU | Centrus Energy Corp-class A | 株式-エネルギー | 0.55% | — | +13.01% | |
| 44 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 0.52% | -0.20% | — | |
| 45 | EHC | Encompass Health CORP | 株式-ヘルスケア | 0.49% | — | — | |
| 46 | DCI | Donaldson Co INC | 株式-資本財 | 0.46% | — | — | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | — | |
| 48 | IHS | IHS Holding Limited | 株式-その他 | 0.37% | +0.05% | -8.63% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.37% | — | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.37% | -0.11% | +400.00% |