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 | 4.68% | -3.03% | +5.52% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.63% | -3.86% | +7.63% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.33% | +2.05% | -2.60% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.20% | -1.08% | +30.85% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.92% | -3.37% | +7.22% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.70% | +4.76% | +1.23% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.62% | -1.87% | -11.68% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.40% | -2.73% | -7.13% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.87% | +2.36% | +0.44% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.85% | -3.19% | +0.85% | |
| 11 | AJG | Arthur J Gallagher & Co | 株式-金融 | 2.36% | -1.69% | EXIT | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.74% | -0.31% | +54.76% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.74% | +0.54% | +4.72% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.50% | -1.27% | EXIT | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 1.49% | -1.83% | +25.11% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.48% | -0.54% | +1.90% | |
| 17 | ASML | ASML Holding N.V. | 株式-IT | 1.46% | -0.76% | -24.23% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.26% | -0.69% | +34.07% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.24% | — | -5.86% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 1.24% | +1.54% | +6.94% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.17% | -0.93% | -38.54% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.16% | +3.46% | +14.25% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | — | +29.86% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 1.08% | -0.72% | -47.33% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 1.06% | -0.06% | +129.76% | |
| 26 | DE | Deere & Co | 株式-資本財 | 1.03% | -0.65% | -4.26% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.98% | -0.18% | -12.94% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | -0.47% | +3.53% | |
| 29 | PANW | Palo Alto Networks INC | 株式-IT | 0.87% | -0.95% | EXIT | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.86% | — | +3.47% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | -0.31% | +205.35% | |
| 32 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.80% | — | +26.14% | |
| 33 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 0.75% | — | +3075.00% | |
| 34 | LRCX | Lam Research CORP | 株式-IT | 0.74% | — | -8.65% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.73% | +0.22% | -19.90% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | -0.37% | +31.69% | |
| 37 | PGX | Invesco Preferred ETF | ETF-その他 | 0.67% | — | -2.64% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.67% | — | +5.08% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | +520.77% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | — | +1.23% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | +189.82% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.57% | — | -33.61% | |
| 43 | AI | C3.ai Inc-a | 株式-IT | 0.57% | — | +36.47% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.56% | -0.97% | -24.50% | |
| 45 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.55% | — | +2.88% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | -2.60% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.20% | -2.95% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | -2.68% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.47% | -0.18% | -14.00% | |
| 50 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.46% | — | -1.94% |