CIK: 0001831263
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 | VTIP | Vanguard Short-term Tips | ETF-その他 | 12.62% | — | +89.21% | |
| 2 | AAPL | Apple INC | 株式-IT | 9.17% | -0.65% | -1.15% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 5.00% | — | +625.39% | |
| 4 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.64% | +0.53% | +14.71% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.33% | — | +256.31% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.02% | -0.24% | -0.85% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.37% | -0.28% | -0.10% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -0.46% | -0.45% | |
| 9 | T | At&t INC | 株式-通信サービス | 1.79% | +0.22% | +28.56% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.72% | — | +10.60% | |
| 11 | ANAT1USD | American National Group INC | 株式-その他 | 1.45% | — | +35.16% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.44% | -0.20% | -0.24% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.36% | — | +6.67% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.12% | +9.28% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.25% | — | +2.48% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.19% | +0.22% | -0.37% | |
| 17 | AEP | American Electric Power | 株式-公益事業 | 1.19% | +0.12% | +6.22% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.12% | -0.23% | — | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.03% | -0.19% | +37.36% | |
| 20 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.98% | — | +33.05% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | -0.14% | -0.15% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.95% | +0.10% | -2.38% | |
| 23 | UBER | Uber Technologies INC | 株式-資本財 | 0.90% | — | +17.88% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.45% | -1.45% | |
| 25 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.83% | — | +4.28% | |
| 26 | GIS | General Mills INC | 株式-生活必需品 | 0.79% | — | -0.37% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | +0.09% | +11.83% | |
| 28 | DOW | Dow INC | 株式-素材 | 0.76% | +0.11% | +0.17% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.74% | — | -2.55% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 0.73% | — | +63.62% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.73% | — | -1.24% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.73% | -0.38% | +0.75% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | +0.62% | +8.23% | |
| 34 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.71% | +0.25% | +61.02% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | +0.73% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.70% | — | +0.31% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | +0.13% | -1.14% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.23% | -3.95% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | -0.19% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.62% | -0.17% | -0.98% | |
| 41 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.61% | +0.08% | — | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.60% | — | +5.88% | |
| 43 | CG | Carlyle Group Inc/the | 株式-金融 | 0.60% | — | -0.10% | |
| 44 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.59% | +0.10% | +0.42% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.17% | +0.60% | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.58% | +0.18% | +45.28% | |
| 47 | SRE | Sempra | 株式-公益事業 | 0.54% | — | — | |
| 48 | BYND | Beyond Meat INC | 株式-生活必需品 | 0.54% | — | +7.28% | |
| 49 | PSX | Phillips 66 | 株式-エネルギー | 0.54% | +0.16% | -15.16% | |
| 50 | SHOP | Shopify INC - Class A | 株式-IT | 0.53% | -0.32% | +1.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +4.8% | +89.21% | 増加 |
| 2 | SCHP | Schwab U.s. Tips ETF | +4.2% | +625.39% | 増加 |
| 3 | TIP | Ishares Tips Bond ETF | +2.2% | +256.31% | 増加 |
| 4 | ANAT1USD | American National Group INC | +0.6% | +35.16% | 増加 |
| 5 | DIS | Walt Disney Co/the | +0.5% | -0.10% | 減少 |
| 6 | OXY | Occidental Petroleum CORP | +0.4% | +61.02% | 増加 |
| 7 | BAC | Bank Of America CORP | +0.3% | +37.36% | 増加 |
| 8 | RTX | Rtx CORP | +0.3% | +63.62% | 増加 |
| 9 | UBER | Uber Technologies INC | +0.3% | +17.88% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +9.28% | 増加 |
| 11 | COP | Conocophillips | +0.2% | +45.28% | 増加 |
| 12 | GSK | GSK plc ADRhedged | +0.2% | +540.28% | 増加 |
| 13 | T | At&t INC | +0.2% | +28.56% | 増加 |
| 14 | CCL1EUR | Carnival CORP LTD | +0.2% | +163.57% | 増加 |
| 15 | SPG | Simon Property Group INC | +0.1% | +27.62% | 増加 |
| 16 | NEM | Newmont CORP | +0.1% | +137.00% | 増加 |
| 17 | CSCO | Cisco Systems INC | +0.1% | +10.60% | 増加 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +19.06% | 増加 |
| 19 | HTAEUR | Healthcare Trust Of Ame-cl A | +0.1% | +88.87% | 増加 |
| 20 | KYN | Kayne Anderson Energy Infra | +0.1% | +48.47% | 増加 |
| 21 | PANW | Palo Alto Networks INC | +0.1% | +1.30% | 増加 |
| 22 | KIM | Kimco Realty CORP | +0.1% | +239.22% | 増加 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +8.23% | 増加 |
| 24 | BA | Boeing Co/the | +0.1% | -1.24% | 減少 |
| 25 | TSLA | Tesla INC | +0.1% | -16.70% | 減少 |
| 26 | QCOM | Qualcomm INC | +0.1% | -0.98% | 減少 |
| 27 | CG | Carlyle Group Inc/the | 0% | -0.10% | 減少 |
| 28 | RIO | Rio Tinto Plc-spon Adr | 0% | +0.42% | 増加 |
| 29 | KHC | Kraft Heinz Co/the | 0% | +4.28% | 増加 |
| 30 | GOOG | Alphabet Inc-cl C | 0% | -0.24% | 減少 |
| 31 | DOW | Dow INC | — | +0.17% | 増加 |
| 32 | LLY | Eli Lilly & Co | 0% | — | 変化なし |
| 33 | BYND | Beyond Meat INC | -0.3% | +7.28% | 増加 |
| 34 | AAPL | Apple INC | -0.4% | -1.15% | 減少 |
| 35 | LMT | Lockheed Martin CORP | -0.4% | +14.71% | 増加 |
| 36 | GEO | Geo Group Inc/the | — | EXIT | 全売却 |
| 37 | VER | Vereit INC | — | NEW | 新規購入 |
| 38 | VTRS | Viatris INC | — | NEW | 新規購入 |
| 39 | ARCPEUR | Vereit INC | — | EXIT | 全売却 |
| 40 | SPXS1EUR | Direxion Dly S&p 500 Bear 3x | — | EXIT | 全売却 |
| 41 | ✓ | Proshares Tr | — | EXIT | 全売却 |
| 42 | ✓ | Proshares Tr | — | NEW | 新規購入 |
| 43 | PEG | Public Service Enterprise Gp | — | EXIT | 全売却 |
| 44 | SPXU | ProShares UltraPro Short S&P500 | — | NEW | 新規購入 |
| 45 | SBAC | Sba Communications CORP | — | EXIT | 全売却 |
| 46 | BCE | Bce INC | — | EXIT | 全売却 |
| 47 | V | Visa Inc-class A Shares | — | EXIT | 全売却 |
| 48 | AEM | Agnico Eagle Mines LTD | — | EXIT | 全売却 |
| 49 | VXUS | Vanguard Total Intl Stock | — | EXIT | 全売却 |
| 50 | VHT | Vanguard Health Care ETF | — | EXIT | 全売却 |