CIK: 0001882132
申告総資産額
$7.8億
| # | 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 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.15% | — | +9.22% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.06% | — | +18.34% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.53% | — | +18.34% | |
| 4 | FHLC | Fidelity Msci Health Care | ETF-その他 | 2.51% | -0.22% | +0.54% | |
| 5 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 2.37% | — | -2.28% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 2.34% | — | -4.96% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.17% | — | +15.53% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.01% | +0.19% | -5.70% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.01% | — | -6.31% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 2.01% | — | +17.66% | |
| 11 | CPB | THE Campbell's Company | 株式-生活必需品 | 1.72% | — | +11.96% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.70% | — | -18.66% | |
| 13 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.65% | +0.21% | +6.52% | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 1.63% | — | +8.95% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.62% | — | +5.77% | |
| 16 | OTIS | Otis Worldwide CORP | 株式-資本財 | 1.51% | — | -3.36% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.49% | — | +1.63% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.48% | — | +15.72% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.46% | — | +3.87% | |
| 20 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.45% | — | +5.69% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.44% | +0.26% | +166.36% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.40% | +0.23% | -14.65% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.38% | — | -13.24% | |
| 24 | BIIB | Biogen INC | 株式-ヘルスケア | 1.25% | — | +26.27% | |
| 25 | PCAR | Paccar INC | 株式-資本財 | 1.20% | — | +7.33% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.13% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | — | +291.34% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | — | -2.60% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.05% | — | +11.15% | |
| 30 | CTVA | Corteva INC | 株式-素材 | 1.02% | — | +24.39% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | — | -25.85% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.97% | -0.15% | +2.87% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | +203.83% | |
| 34 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.91% | — | +48.23% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.88% | — | -2.82% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 0.82% | — | +14.24% | |
| 37 | MSI | Motorola Solutions INC | 株式-IT | 0.81% | -0.25% | -4.86% | |
| 38 | AMCR | Amcor plc | 株式-一般消費財 | 0.77% | -0.62% | EXIT | |
| 39 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.75% | — | +2.14% | |
| 40 | ITW | Illinois Tool Works | 株式-資本財 | 0.75% | — | +0.99% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.72% | — | +14.24% | |
| 42 | GRMN | Garmin Ltd. | 株式-IT | 0.69% | +0.18% | +8.77% | |
| 43 | CMI | Cummins INC | 株式-資本財 | 0.69% | — | +8.67% | |
| 44 | MRNA | Moderna INC | 株式-ヘルスケア | 0.68% | — | — | |
| 45 | ETN | Eaton Corporation plc | 株式-資本財 | 0.67% | -0.22% | -10.65% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.64% | — | +38.93% | |
| 47 | NRG | Nrg Energy INC | 株式-公益事業 | 0.64% | — | +16.92% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.63% | — | -0.22% | |
| 49 | JNP | Juniper Networks INC | 株式-その他 | 0.62% | — | +3.32% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.62% | — | -19.02% |