CIK: 0001771687
申告総資産額
$1.4億
| # | 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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 9.07% | -3.03% | -2.47% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.20% | -1.08% | -1.75% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.29% | -3.37% | -14.01% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.04% | +2.36% | +0.31% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.72% | +4.76% | +4.46% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.69% | -3.86% | -11.87% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.66% | +2.05% | -0.60% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.13% | -1.87% | -4.58% | |
| 9 | BA | Boeing Co/the | 株式-資本財 | 2.87% | -0.93% | +9.60% | |
| 10 | AJG | Arthur J Gallagher & Co | 株式-金融 | 2.59% | -1.69% | EXIT | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.40% | — | -5.73% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.07% | -3.19% | +4.66% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.84% | -0.54% | +28.31% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.74% | — | +0.16% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 1.54% | -0.72% | +23.13% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.40% | +0.54% | -2.14% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.36% | +0.22% | -2.04% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.22% | -0.31% | -19.81% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.07% | — | +0.06% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 1.05% | — | -1.24% | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 1.01% | -1.83% | +16.69% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.98% | -0.47% | -2.83% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.88% | -0.37% | -8.70% | |
| 24 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.86% | — | -0.38% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.84% | -2.73% | -11.51% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | -13.68% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | — | +12.08% | |
| 28 | PGX | Invesco Preferred ETF | ETF-その他 | 0.79% | — | +13.50% | |
| 29 | DE | Deere & Co | 株式-資本財 | 0.77% | -0.65% | +5.09% | |
| 30 | KEY | Keycorp | 株式-金融 | 0.75% | -0.33% | EXIT | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | +0.20% | +0.43% | |
| 32 | TGT | Target CORP | 株式-一般消費財 | 0.74% | — | -37.36% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.73% | — | +2.33% | |
| 34 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.72% | — | +2.78% | |
| 35 | SPG | Simon Property Group INC | 株式-不動産 | 0.69% | — | +0.80% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.68% | — | +13.25% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.66% | +1.54% | +2.04% | |
| 38 | DOW | Dow INC | 株式-素材 | 0.63% | — | +4.14% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.62% | — | +0.53% | |
| 40 | SNOW | Snowflake INC | 株式-IT | 0.60% | -0.50% | EXIT | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | -9.88% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | -10.28% | |
| 43 | ZION | Zions Bancorp NA | 株式-金融 | 0.52% | — | — | |
| 44 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.51% | — | +28.00% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.48% | -0.97% | -3.34% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | +0.97% | |
| 47 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.46% | — | -4.77% | |
| 48 | PANW | Palo Alto Networks INC | 株式-IT | 0.46% | -0.95% | EXIT | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.46% | — | -16.62% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | -1.27% | EXIT |