CIK: 0001739485
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 | IAU | Ishares Gold Trust | ETF-コモディティ | 8.82% | -1.88% | -7.16% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 7.30% | +0.80% | -1.64% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 6.15% | -0.08% | +3.84% | |
| 4 | XLB | Ss Materials Select Sector | ETF-その他 | 4.79% | — | +109.93% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 3.52% | +0.04% | +0.13% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.30% | — | +0.87% | |
| 7 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 2.07% | — | +1.70% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 2.07% | — | +2.43% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 2.05% | — | +0.83% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 2.05% | — | +0.98% | |
| 11 | CRM | Salesforce INC | 株式-IT | 2.01% | -0.60% | +7.83% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.98% | +0.03% | -2.18% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.91% | +0.06% | -6.89% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.69% | -0.43% | +93.53% | |
| 15 | MDT | Medtronic plc | 株式-ヘルスケア | 1.69% | — | -1.30% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.67% | — | +1.48% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 1.66% | — | +1.33% | |
| 18 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.60% | +0.43% | +11.91% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.55% | -0.52% | -23.31% | |
| 20 | USB | US Bancorp | 株式-金融 | 1.51% | +0.12% | +4.23% | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.42% | +0.45% | +3.70% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 1.33% | +0.02% | +7.70% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.25% | +0.10% | -4.48% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 1.17% | — | -2.42% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.07% | — | +14.44% | |
| 26 | PANW | Palo Alto Networks INC | 株式-IT | 1.02% | +0.76% | -0.47% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.02% | -0.53% | +4.29% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.00% | — | -0.38% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | +0.10% | -0.22% | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 0.97% | — | +5.32% | |
| 31 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.95% | — | -2.43% | |
| 32 | C | Citigroup INC | 株式-金融 | 0.93% | — | -10.02% | |
| 33 | GD | General Dynamics CORP | 株式-資本財 | 0.92% | +0.04% | -0.06% | |
| 34 | SLB | Slb LTD | 株式-エネルギー | 0.92% | -0.27% | +10.90% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.91% | +0.37% | -4.74% | |
| 36 | CTVA | Corteva INC | 株式-素材 | 0.89% | — | +3.67% | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.84% | +0.08% | +1.11% | |
| 38 | ADSK | Autodesk INC | 株式-IT | 0.81% | -0.21% | -6.35% | |
| 39 | AMAT | Applied Materials INC | 株式-IT | 0.78% | -0.47% | -4.00% | |
| 40 | TER | Teradyne INC | 株式-IT | 0.78% | +0.50% | -37.38% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.76% | — | -1.68% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.76% | — | -1.21% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.75% | — | -2.64% | |
| 44 | AMD | Advanced Micro Devices | 株式-IT | 0.74% | +1.14% | -14.98% | |
| 45 | HAS | Hasbro INC | 株式-一般消費財 | 0.74% | -0.35% | -7.15% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.73% | — | +34.97% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.71% | +0.05% | -0.81% | |
| 48 | AAPL | Apple INC | 株式-IT | 0.68% | -0.34% | -2.44% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | -0.38% | -5.40% | |
| 50 | TGT | Target CORP | 株式-一般消費財 | 0.64% | -0.29% | -0.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | +0.3% | +7.83% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -6.89% | 減少 |
| 3 | EFX | Equifax INC | +0.2% | +147.88% | 増加 |
| 4 | EXPE | Expedia Group INC | +0.2% | -2.43% | 減少 |
| 5 | USB | US Bancorp | +0.2% | +4.23% | 増加 |
| 6 | SLB | Slb LTD | +0.2% | +10.90% | 増加 |
| 7 | QCOM | Qualcomm INC | +0.1% | +44.15% | 増加 |
| 8 | XLB | Ss Materials Select Sector | +0.1% | +109.93% | 増加 |
| 9 | AMT | American Tower CORP | +0.1% | +34.97% | 増加 |
| 10 | AMAT | Applied Materials INC | +0.1% | -4.00% | 減少 |
| 11 | MRK | Merck & Co. INC. | +0.1% | +0.61% | 増加 |
| 12 | CAT | Caterpillar INC | +0.1% | -4.74% | 減少 |
| 13 | CVS | Cvs Health CORP | +0.1% | +3.70% | 増加 |
| 14 | AMD | Advanced Micro Devices | +0.1% | -14.98% | 減少 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +2.79% | 増加 |
| 16 | NXPI | NXP Semiconductors N.V. | +0.1% | +11.91% | 増加 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +14.44% | 増加 |
| 18 | WMT | Walmart INC | 0% | -0.38% | 減少 |
| 19 | SPGI | S&p Global INC | 0% | +1.11% | 増加 |
| 20 | DHR | Danaher CORP | 0% | -1.03% | 減少 |
| 21 | IAU | Ishares Gold Trust | 0% | -7.16% | 減少 |
| 22 | TGT | Target CORP | 0% | -0.93% | 減少 |
| 23 | AMZN | Amazon.com INC | 0% | -0.22% | 減少 |
| 24 | RTX | Rtx CORP | 0% | -2.74% | 減少 |
| 25 | XLP | Ss Consumer Staples Sel Sect | 0% | +3.84% | 増加 |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +2.43% | 増加 |
| 27 | LMT | Lockheed Martin CORP | -0.1% | -11.81% | 減少 |
| 28 | MCD | Mcdonald's CORP | -0.1% | -5.40% | 減少 |
| 29 | VZ | Verizon Communications INC | -0.1% | +4.29% | 増加 |
| 30 | SWAN | Amplify Blckswn Grow Trsry | -0.1% | +0.13% | 増加 |
| 31 | NKE | Nike INC -cl B | -0.1% | -0.81% | 減少 |
| 32 | MSI | Motorola Solutions INC | -0.1% | -14.80% | 減少 |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -4.97% | 減少 |
| 34 | XLE | Ss Energy Select Sector | -0.1% | +93.53% | 増加 |
| 35 | TER | Teradyne INC | -0.1% | -37.38% | 減少 |
| 36 | PYPL | Paypal Holdings INC | -0.1% | +7.70% | 増加 |
| 37 | ADSK | Autodesk INC | -0.2% | -6.35% | 減少 |
| 38 | PANW | Palo Alto Networks INC | -0.2% | -0.47% | 減少 |
| 39 | STZ | Constellation Brands Inc-a | -0.2% | -50.03% | 減少 |
| 40 | BWA | Borgwarner INC | -0.2% | -43.19% | 減少 |
| 41 | EMR | Emerson Electric Co | -0.2% | -24.13% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.3% | -2.18% | 減少 |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | -0.5% | -23.31% | 減少 |
| 44 | IBDW | Ishares Ibonds Dec 2031 CORP | — | NEW | 新規購入 |
| 45 | KO | Coca-cola Co/the | — | NEW | 新規購入 |
| 46 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 47 | CL | Colgate-palmolive Co | — | NEW | 新規購入 |
| 48 | CMG | Chipotle Mexican Grill INC | — | NEW | 新規購入 |
| 49 | KHC | Kraft Heinz Co/the | — | EXIT | 全売却 |
| 50 | CCI | Crown Castle INC | — | EXIT | 全売却 |