CIK: 0002017735
申告総資産額
$3.2億
| # | 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 | XLK | Ss Technology Select Sector | ETF-テック型 | 24.18% | +4.03% | +0.78% | |
| 2 | XLF | Ss Financial Select Sector | ETF-その他 | 10.62% | -0.79% | +1.30% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-その他 | 8.99% | -0.19% | +1.88% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 8.87% | -0.46% | -3.81% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 8.51% | +1.53% | -2.87% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 8.35% | -0.95% | -1.41% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-その他 | 6.44% | -0.10% | +0.20% | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 3.79% | -0.11% | +4.80% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.43% | -0.39% | +3.12% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.36% | -1.34% | -17.86% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 2.14% | -0.31% | -13.81% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.01% | -0.07% | -1.26% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.90% | -0.34% | +26.60% | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.22% | -0.03% | +52.85% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.13% | -0.05% | -0.52% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.12% | +0.60% | |
| 17 | XLB | Ss Materials Select Sector | ETF-その他 | 0.79% | -0.04% | -0.71% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.02% | -2.90% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | -0.05% | — | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 0.42% | -0.01% | — | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.28% | +0.01% | -35.57% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | +0.02% | +2.00% | |
| 23 | AMD | Advanced Micro Devices | 株式-IT | 0.23% | +0.15% | +1.38% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | -0.03% | +0.14% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | -0.03% | +2.65% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.18% | -0.09% | EXIT | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 0.16% | -0.01% | — | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.16% | -0.04% | — | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.15% | +0.03% | +0.46% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | — | -6.41% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | -0.07% | +0.37% | |
| 32 | CB | Chubb Limited | 株式-金融 | 0.13% | -0.02% | — | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.12% | — | +0.42% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | +0.58% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.11% | +0.02% | — | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.09% | — | — | |
| 37 | GD | General Dynamics CORP | 株式-資本財 | 0.09% | -0.01% | +0.52% |