CIK: 0001847700
申告総資産額
$1.2億
| # | 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 | MCK | Mckesson CORP | 株式-ヘルスケア | 4.09% | +0.08% | -6.61% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.04% | -0.85% | -2.86% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.08% | -0.20% | +0.60% | |
| 4 | ORCL | Oracle CORP | 株式-IT | 2.62% | -0.34% | -0.95% | |
| 5 | INFY | Infosys Ltd-sp Adr | 株式-IT | 2.59% | -0.54% | — | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 2.41% | — | +3.75% | |
| 7 | INTC | Intel CORP | 株式-IT | 2.36% | — | — | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.36% | +0.13% | -4.04% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.34% | +0.02% | -0.27% | |
| 10 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 2.32% | +0.07% | -3.13% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.22% | -0.17% | -15.58% | |
| 12 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.13% | -0.20% | -0.04% | |
| 13 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 2.11% | — | -0.13% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.02% | +0.21% | +5.69% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.93% | +0.22% | — | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.91% | — | +1.92% | |
| 17 | HMC | Honda Motor Co Ltd-spons Adr | 株式-一般消費財 | 1.85% | -0.23% | — | |
| 18 | ALKS | Alkermes plc | 株式-ヘルスケア | 1.81% | +0.15% | -1.81% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.76% | — | -14.52% | |
| 20 | ALL | Allstate CORP | 株式-金融 | 1.75% | — | — | |
| 21 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.71% | — | — | |
| 22 | TD | Toronto-dominion Bank | 株式-金融 | 1.67% | — | — | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.52% | — | — | |
| 24 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.38% | — | -7.70% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | +0.11% | -0.21% | |
| 26 | ORI | Old Republic Intl CORP | 株式-金融 | 1.24% | -0.23% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.24% | -0.12% | -6.22% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.22% | +0.32% | -1.09% | |
| 29 | IRM | Iron Mountain INC | 株式-不動産 | 1.18% | — | -2.33% | |
| 30 | CNA | Cna Financial CORP | 株式-その他 | 1.16% | — | — | |
| 31 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.16% | — | — | |
| 32 | NXST | Nexstar Media Group INC | 株式-通信サービス | 1.12% | -0.13% | -4.26% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.11% | -0.12% | -1.11% | |
| 34 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.11% | — | +9.31% | |
| 35 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.06% | — | — | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 1.00% | +0.05% | -0.60% | |
| 37 | OMC | Omnicom Group | 株式-通信サービス | 0.97% | — | -2.50% | |
| 38 | OLN | Olin CORP | 株式-素材 | 0.95% | +0.10% | — | |
| 39 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.88% | — | — | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.86% | +0.21% | — | |
| 41 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.86% | — | — | |
| 42 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.85% | +0.17% | — | |
| 43 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.83% | — | — | |
| 44 | T | At&t INC | 株式-通信サービス | 0.81% | +0.08% | — | |
| 45 | MXF | Mexico Fund INC | 株式-その他 | 0.79% | — | — | |
| 46 | WPC | Wp Carey INC | 株式-不動産 | 0.78% | — | — | |
| 47 | PLAB | Photronics INC | 株式-その他 | 0.78% | +0.16% | — | |
| 48 | WGO | Winnebago Industries | 株式-その他 | 0.76% | — | +0.19% | |
| 49 | LCII | Lci Industries | 株式-一般消費財 | 0.76% | — | — | |
| 50 | UNVREUR | Univar Solutions INC | 株式-その他 | 0.75% | — | — |