CIK: 0001674836
申告総資産額
$2.8億
| # | 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 | XLE | Ss Energy Select Sector | ETF-その他 | 13.97% | +0.91% | NEW | |
| 2 | XLV | Ss Health Care Select Sector | ETF-その他 | 13.51% | — | +1219.87% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.33% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 8.52% | — | +2.37% | |
| 5 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 6.41% | — | +1.43% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.85% | — | +6.82% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.85% | — | -2.76% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.77% | — | +10.79% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 2.49% | — | +2.89% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.47% | -0.75% | +6.69% | |
| 11 | VLO | Valero Energy CORP | 株式-エネルギー | 2.46% | — | +3.08% | |
| 12 | GS | Goldman Sachs Group INC | 株式-金融 | 2.31% | -0.67% | +5.68% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.23% | -0.56% | EXIT | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.15% | — | +6.70% | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.13% | — | +10.52% | |
| 16 | NEM | Newmont CORP | 株式-素材 | 2.02% | — | +4.46% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.86% | — | +6.84% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | -2.43% | +2.26% | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.64% | — | +5.07% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.62% | — | +8.09% | |
| 21 | IP | International Paper Co | 株式-一般消費財 | 1.25% | — | +6.36% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.98% | -1.69% | EXIT | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.92% | — | -5.07% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.88% | -0.46% | EXIT | |
| 25 | KEY | Keycorp | 株式-金融 | 0.81% | — | +12.61% | |
| 26 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 0.69% | — | -10.01% | |
| 27 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 0.67% | — | -10.69% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.63% | — | -8.94% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.55% | +0.39% | +4.39% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.55% | — | — | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.47% | — | -81.40% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.47% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | — | |
| 34 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.37% | — | -10.30% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | -1.89% | +173.26% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.31% | — | — | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.30% | — | — | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.14% | — | -95.48% | |
| 39 | RNWA | Realnetworks INC | 株式-その他 | 0.02% | — | -6.67% |