CIK: 0001641447
申告総資産額
$5.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.97% | -0.33% | +43.23% | |
| 2 | INTC | Intel CORP | 株式-IT | 7.38% | +0.09% | -36.70% | |
| 3 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 6.90% | +0.12% | -4.82% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.23% | — | +198.95% | |
| 5 | SBUX | Starbucks CORP | 株式-一般消費財 | 5.01% | — | -13.18% | |
| 6 | VZ | Verizon Communications INC | 株式-通信サービス | 4.30% | — | -0.25% | |
| 7 | MCD | Mcdonald's CORP | 株式-一般消費財 | 4.06% | +0.04% | -5.26% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.92% | — | +0.30% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 3.48% | +0.13% | -14.95% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.42% | +0.22% | +76.74% | |
| 11 | MO | Altria Group INC | 株式-生活必需品 | 2.55% | +0.08% | -26.24% | |
| 12 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 2.34% | — | — | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 2.25% | +0.12% | -9.88% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 2.04% | +0.09% | -6.52% | |
| 15 | EVN | Eaton Vance Muni INC Tr | 株式-その他 | 1.78% | — | +4.07% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.78% | — | -1.39% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.77% | -0.32% | +125.06% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.67% | — | — | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | +1.28% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.37% | — | +68.75% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.23% | — | -3.70% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | — | -38.88% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.95% | — | — | |
| 24 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.95% | +0.04% | -15.89% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | — | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.85% | — | — | |
| 27 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.83% | +0.16% | — | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.79% | — | — | |
| 29 | DOW | Dow INC | 株式-素材 | 0.78% | +0.06% | -18.93% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 0.76% | — | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.73% | — | — | |
| 32 | IRM | Iron Mountain INC | 株式-不動産 | 0.69% | — | — | |
| 33 | CTVA | Corteva INC | 株式-素材 | 0.69% | +0.06% | -11.19% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -5.71% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.67% | — | -31.19% | |
| 36 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.66% | — | -15.86% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.61% | — | -25.68% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.64% | +7.74% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | -2.11% | |
| 40 | WEP | Magellan Midstream Partners | 株式-その他 | 0.52% | — | — | |
| 41 | STMP | Stamps.com INC | 株式-その他 | 0.50% | — | -60.00% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | -0.29% | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | -16.65% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.47% | — | +31.41% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | — | — | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.42% | -3.78% | -65.48% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | -19.93% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | -21.38% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | — | -25.08% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.36% | — | -23.65% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.7% | +198.95% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.7% | +43.23% | 増加 |
| 3 | AAPL | Apple INC | +1.6% | +76.74% | 増加 |
| 4 | MSFT | Microsoft CORP | +1.1% | +125.06% | 増加 |
| 5 | TSLA | Tesla INC | +0.9% | +68.75% | 増加 |
| 6 | VZ | Verizon Communications INC | +0.4% | -0.25% | 減少 |
| 7 | ABBV | Abbvie INC | +0.3% | +0.30% | 増加 |
| 8 | MRK | Merck & Co. INC. | +0.1% | -4.82% | 減少 |
| 9 | MCD | Mcdonald's CORP | 0% | -5.26% | 減少 |
| 10 | CTVA | Corteva INC | -0.1% | -11.19% | 減少 |
| 11 | T | At&t INC | -0.1% | -1.39% | 減少 |
| 12 | STMP | Stamps.com INC | -0.1% | -60.00% | 減少 |
| 13 | IBM | Intl Business Machines CORP | -0.2% | -9.88% | 減少 |
| 14 | WEP | Magellan Midstream Partners | -0.2% | — | 変化なし |
| 15 | DCPUSD | Dcp Midstream LP | -0.2% | — | 変化なし |
| 16 | XOM | Exxon Mobil CORP | -0.2% | +7.74% | 増加 |
| 17 | DIS | Walt Disney Co/the | -0.2% | -32.15% | 減少 |
| 18 | PEP | Pepsico INC | -0.2% | -14.95% | 減少 |
| 19 | PSX | Phillips 66 | -0.3% | -15.54% | 減少 |
| 20 | AMZN | Amazon.com INC | -0.3% | -38.88% | 減少 |
| 21 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -31.19% | 減少 |
| 22 | ET | Energy Transfer LP | -0.4% | -38.34% | 減少 |
| 23 | NVDA | Nvidia CORP | -0.4% | -65.48% | 減少 |
| 24 | EPD | Enterprise Products Partners | -0.5% | — | 変化なし |
| 25 | TXN | Texas Instruments INC | -0.5% | -63.49% | 減少 |
| 26 | DOW | Dow INC | -0.7% | -18.93% | 減少 |
| 27 | 6D8 | Dupont De Nemours INC | -0.7% | -15.89% | 減少 |
| 28 | COP | Conocophillips | -0.8% | -25.68% | 減少 |
| 29 | CVX | Chevron CORP | -0.8% | -6.52% | 減少 |
| 30 | MO | Altria Group INC | -1% | -26.24% | 減少 |
| 31 | SBUX | Starbucks CORP | -1.1% | -13.18% | 減少 |
| 32 | PM | Philip Morris International | -1.9% | -90.35% | 減少 |
| 33 | INTC | Intel CORP | -2.9% | -36.70% | 減少 |
| 34 | TBLL | Invesco Short Term Treasury | — | NEW | 新規購入 |
| 35 | NSC | Norfolk Southern CORP | — | EXIT | 全売却 |
| 36 | XLK | Ss Technology Select Sector | — | NEW | 新規購入 |
| 37 | QCOM | Qualcomm INC | — | EXIT | 全売却 |
| 38 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新規購入 |
| 40 | XLF | Ss Financial Select Sector | — | NEW | 新規購入 |
| 41 | XLY | Ss Consumer Disc Select Sect | — | NEW | 新規購入 |
| 42 | XLE | Ss Energy Select Sector | — | NEW | 新規購入 |
| 43 | KHC | Kraft Heinz Co/the | — | EXIT | 全売却 |
| 44 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 45 | BMY | Bristol-myers Squibb Co | — | EXIT | 全売却 |
| 46 | MPC | Marathon Petroleum CORP | — | EXIT | 全売却 |
| 47 | IEMG | Ishares Core Msci Emerging | — | NEW | 新規購入 |
| 48 | DIOD | Diodes INC | — | EXIT | 全売却 |
| 49 | XLI | Ss Industrial Select Sector | — | NEW | 新規購入 |
| 50 | VLO | Valero Energy CORP | — | EXIT | 全売却 |