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 | 42.32% | -0.33% | +798.36% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 21.73% | — | +5444.19% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.35% | — | +94.37% | |
| 4 | INTC | Intel CORP | 株式-IT | 2.67% | +0.09% | -0.47% | |
| 5 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.26% | +0.12% | -0.86% | |
| 6 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.84% | — | -0.25% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.69% | — | +1.71% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.56% | +0.22% | -3.36% | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.49% | +0.04% | — | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 1.44% | — | -0.63% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | +0.13% | +0.60% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.00% | — | — | |
| 13 | MO | Altria Group INC | 株式-生活必需品 | 0.90% | +0.08% | +5.65% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 0.84% | +0.09% | +1.38% | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 0.79% | +0.12% | -2.38% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.32% | -10.60% | |
| 17 | EVN | Eaton Vance Muni INC Tr | 株式-その他 | 0.65% | — | +7.37% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | — | |
| 19 | T | At&t INC | 株式-通信サービス | 0.61% | — | +1.11% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | — | -35.19% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | — | -3.31% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +127.41% | |
| 23 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.48% | +0.04% | -1.15% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.48% | — | +1.67% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.42% | — | — | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.40% | — | -44.62% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | -0.29% | +100.82% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.38% | — | +48.85% | |
| 29 | DOW | Dow INC | 株式-素材 | 0.36% | +0.06% | — | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | +17.40% | |
| 31 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 0.29% | — | -62.21% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.28% | — | — | |
| 33 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.26% | +0.16% | -24.54% | |
| 34 | CTVA | Corteva INC | 株式-素材 | 0.26% | +0.06% | -1.09% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.26% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | +149.88% | |
| 37 | IRM | Iron Mountain INC | 株式-不動産 | 0.25% | — | -0.22% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 0.24% | — | -13.04% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | — | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.23% | — | +17.49% | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.22% | — | -18.99% | |
| 42 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.22% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | +0.64% | +0.65% | |
| 44 | WEP | Magellan Midstream Partners | 株式-その他 | 0.20% | — | — | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | — | -8.85% | |
| 46 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.18% | — | — | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.16% | -3.78% | -21.33% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.15% | — | +6.46% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | — | -7.14% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | +3.39% |