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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.30% | -0.85% | -0.47% | |
| 2 | MCK | Mckesson CORP | 株式-ヘルスケア | 3.85% | +0.08% | -3.25% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.11% | -0.20% | +8.20% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.85% | +0.21% | -2.02% | |
| 5 | ALL | Allstate CORP | 株式-金融 | 2.70% | — | -2.19% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.56% | +0.02% | +10.32% | |
| 7 | INFY | Infosys Ltd-sp Adr | 株式-IT | 2.42% | -0.54% | -1.55% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.30% | +0.13% | +47.30% | |
| 9 | CNA | Cna Financial CORP | 株式-その他 | 1.99% | — | -0.73% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.98% | -0.17% | -2.72% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.98% | +0.13% | -1.70% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.95% | +0.32% | +0.20% | |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.91% | — | -1.00% | |
| 14 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.88% | — | -1.34% | |
| 15 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.83% | — | -2.94% | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.76% | -0.20% | -2.15% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.75% | +0.22% | -1.41% | |
| 18 | ORI | Old Republic Intl CORP | 株式-金融 | 1.69% | -0.23% | +4.01% | |
| 19 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.56% | — | -1.31% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.54% | +0.21% | +91.71% | |
| 21 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.48% | — | -2.65% | |
| 22 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.48% | — | -0.74% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.43% | — | +2.09% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | -0.12% | +5.92% | |
| 25 | TD | Toronto-dominion Bank | 株式-金融 | 1.35% | — | -1.16% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 1.34% | -0.34% | -5.74% | |
| 27 | HMC | Honda Motor Co Ltd-spons Adr | 株式-一般消費財 | 1.30% | -0.23% | -2.15% | |
| 28 | ALKS | Alkermes plc | 株式-ヘルスケア | 1.28% | +0.15% | -20.48% | |
| 29 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 1.22% | +0.07% | -0.52% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.22% | — | -1.84% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 1.17% | +0.05% | -2.73% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.12% | — | -1.33% | |
| 33 | PRGO | Perrigo Company plc | 株式-ヘルスケア | 1.10% | — | +1.39% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | +0.11% | -1.49% | |
| 35 | NXST | Nexstar Media Group INC | 株式-通信サービス | 0.98% | -0.13% | +3.54% | |
| 36 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.98% | — | -30.22% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.95% | — | -14.74% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | — | +19.77% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.94% | -0.12% | — | |
| 40 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 0.92% | +0.05% | +26.02% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.89% | — | -1.89% | |
| 42 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.89% | — | +10.23% | |
| 43 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.83% | +0.17% | -2.31% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.81% | +0.08% | -3.83% | |
| 45 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.78% | — | -0.76% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.76% | — | -14.27% | |
| 47 | ALLY | Ally Financial INC | 株式-金融 | 0.74% | -0.11% | -2.07% | |
| 48 | OMC | Omnicom Group | 株式-通信サービス | 0.69% | — | — | |
| 49 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.69% | -0.10% | — | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.67% | -0.23% | -0.93% |