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 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 45.71% | — | +30.94% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 35.00% | — | +38.65% | |
| 3 | AAPL | Apple INC | 株式-IT | 10.72% | — | -3.41% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.49% | — | +9.89% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | — | -16.45% | |
| 6 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.49% | — | — | |
| 7 | FOR | Forestar Group INC | 株式-その他 | 0.38% | — | — | |
| 8 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.31% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 0.26% | — | -53.35% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 0.24% | — | — | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 0.23% | — | -3.86% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.21% | -1.89% | -50.27% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 0.21% | -0.75% | -97.54% |