CIK: 0001831263
申告総資産額
$3.2億
上位200銘柄を表示中（全225銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 8.31% | -0.65% | -0.74% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.54% | — | -3.48% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.82% | -0.45% | -1.87% | |
| 4 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.19% | +0.53% | -3.32% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.81% | — | -2.24% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.11% | -0.24% | -0.37% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.46% | -0.40% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.03% | +0.62% | -5.40% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.84% | -0.20% | -2.20% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.72% | -0.28% | -0.47% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 1.56% | -0.38% | -0.55% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.53% | +0.22% | +3.07% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.44% | -0.19% | +0.05% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.42% | -0.23% | -3.57% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.40% | — | -0.77% | |
| 16 | AEP | American Electric Power | 株式-公益事業 | 1.31% | +0.12% | -0.22% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | -0.12% | -0.23% | |
| 18 | SHOP | Shopify INC - Class A | 株式-IT | 1.23% | -0.32% | -2.92% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.20% | +0.22% | +5.56% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 1.14% | — | -2.29% | |
| 21 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 1.00% | +0.08% | -1.67% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.99% | +0.10% | -0.19% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.97% | — | +0.99% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.94% | -0.19% | -0.18% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | +0.13% | -4.87% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | -0.17% | -0.31% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | -0.14% | +7.32% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.86% | -0.17% | -0.16% | |
| 29 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.85% | +0.17% | +0.01% | |
| 30 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.85% | +0.11% | -1.88% | |
| 31 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.82% | — | — | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.23% | -0.19% | |
| 33 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.74% | +0.10% | -1.28% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | — | |
| 35 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.73% | — | -1.24% | |
| 36 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.72% | — | -0.33% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.72% | -0.21% | -2.10% | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.68% | — | -0.18% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | +0.09% | -0.24% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | +0.13% | -2.58% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.64% | -0.13% | -0.07% | |
| 42 | SRE | Sempra | 株式-公益事業 | 0.64% | — | -0.44% | |
| 43 | SPG | Simon Property Group INC | 株式-不動産 | 0.61% | — | -0.52% | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.60% | — | -0.53% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.58% | — | -0.25% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | -0.09% | +4.84% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.53% | -0.09% | -2.64% | |
| 48 | WELL | Welltower INC | 株式-不動産 | 0.53% | — | -0.28% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.52% | — | +0.76% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | — | -3.24% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.4% | -0.74% | 減少 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -2.20% | 減少 |
| 3 | LLY | Eli Lilly & Co | +0.4% | -3.57% | 減少 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.31% | 減少 |
| 5 | CAH | Cardinal Health INC | +0.2% | — | 変化なし |
| 6 | FCX | Freeport-mcmoran INC | +0.2% | -1.88% | 減少 |
| 7 | CSCO | Cisco Systems INC | +0.1% | -0.77% | 減少 |
| 8 | MRK | Merck & Co. INC. | +0.1% | -0.24% | 減少 |
| 9 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -1.28% | 減少 |
| 10 | GLD | Spdr Gold Shares | +0.1% | +0.99% | 増加 |
| 11 | AMZN | Amazon.com INC | +0.1% | -0.37% | 減少 |
| 12 | RTX | Rtx CORP | +0.1% | -2.29% | 減少 |
| 13 | MU | Micron Technology INC | +0.1% | -5.73% | 減少 |
| 14 | DOW | Dow INC | +0.1% | +75.85% | 増加 |
| 15 | WMT | Walmart INC | +0.1% | -0.19% | 減少 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +4.37% | 増加 |
| 17 | ET | Energy Transfer LP | +0.1% | +64.52% | 増加 |
| 18 | AVGO | Broadcom INC | +0.1% | +0.05% | 増加 |
| 19 | CMCSA | Comcast Corp-class A | -0.1% | -38.47% | 減少 |
| 20 | PG | Procter & Gamble Co/the | -0.1% | -2.58% | 減少 |
| 21 | NFLX | Netflix INC | -0.1% | +910.12% | 増加 |
| 22 | PANW | Palo Alto Networks INC | -0.1% | -0.18% | 減少 |
| 23 | UBER | Uber Technologies INC | -0.1% | -0.66% | 減少 |
| 24 | NVDA | Nvidia CORP | -0.1% | -1.87% | 減少 |
| 25 | VTIP | Vanguard Short-term Tips | -0.2% | -2.24% | 減少 |
| 26 | T | At&t INC | -0.2% | +3.07% | 増加 |
| 27 | MSFT | Microsoft CORP | -0.2% | -0.40% | 減少 |
| 28 | LMT | Lockheed Martin CORP | -0.3% | -3.32% | 減少 |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | -0.3% | -3.48% | 減少 |
| 30 | ORCL | Oracle CORP | -0.7% | -0.55% | 減少 |
| 31 | UL | Unilever PLC | — | EXIT | 全売却 |
| 32 | UL | Unilever Plc-sponsored Adr | — | NEW | 新規購入 |
| 33 | ✓ | Cidara Therapeutics INC Com New | — | EXIT | 全売却 |
| 34 | KEL | Kellanova | — | EXIT | 全売却 |
| 35 | STZ | Constellation Brands Inc-a | — | NEW | 新規購入 |
| 36 | 6D8 | Dupont De Nemours INC | — | EXIT | 全売却 |
| 37 | VICI | Vici Properties INC | — | NEW | 新規購入 |
| 38 | HRL | Hormel Foods CORP | — | NEW | 新規購入 |
| 39 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | 新規購入 |
| 40 | WBD | Warner Bros Discovery INC | — | NEW | 新規購入 |
| 41 | AMCR | Amcor plc | — | EXIT | 全売却 |
| 42 | AMCR | Amcor plc | — | NEW | 新規購入 |
| 43 | TD | Toronto-dominion Bank | — | NEW | 新規購入 |
| 44 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 45 | HLT | Hilton Worldwide Holdings In | — | NEW | 新規購入 |
| 46 | SLVP | Ishares Msci Global Silver A | — | NEW | 新規購入 |
| 47 | FNV | Franco-nevada CORP | — | EXIT | 全売却 |
| 48 | XEL | Xcel Energy INC | — | EXIT | 全売却 |
| 49 | FE | Firstenergy CORP | — | EXIT | 全売却 |
| 50 | VO | Vanguard Mid-cap ETF | — | EXIT | 全売却 |