CIK: 0001882132
申告総資産額
$7.8億
上位200銘柄を表示中(全295銘柄)
| # | 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.96% | +0.26% | +56.68% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.40% | — | +33.56% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.84% | — | +29.47% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 2.41% | — | +36.45% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.36% | — | +39.08% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.18% | — | +18.79% | |
| 7 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.72% | -0.22% | +8.79% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.61% | — | -2.37% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.45% | — | -3.73% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.42% | — | +25.21% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | +0.19% | -2.19% | |
| 12 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 1.36% | — | -2.46% | |
| 13 | CPB | THE Campbell's Company | 株式-生活必需品 | 1.34% | — | +6.74% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.31% | -0.15% | +27.45% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.31% | — | +3.91% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.28% | — | +381.01% | |
| 17 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.27% | +0.21% | -0.36% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.27% | +0.23% | -1.57% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.25% | — | -4.02% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.22% | — | +14.96% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.19% | — | -5.25% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.19% | — | -0.89% | |
| 23 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.12% | — | +11.93% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.11% | — | +4.57% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.11% | — | +93.50% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.08% | — | -4.51% | |
| 27 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.06% | — | -3.81% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.04% | — | +641.46% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.97% | — | +16.50% | |
| 30 | EG | Everest Group, Ltd. | 株式-金融 | 0.94% | — | +1843.74% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.92% | -0.27% | +273.19% | |
| 32 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.90% | — | +16.25% | |
| 33 | RSG | Republic Services INC | 株式-資本財 | 0.85% | — | +1112.25% | |
| 34 | AMCR | Amcor plc | 株式-一般消費財 | 0.81% | -0.62% | EXIT | |
| 35 | MSI | Motorola Solutions INC | 株式-IT | 0.81% | -0.25% | +12.10% | |
| 36 | PCAR | Paccar INC | 株式-資本財 | 0.81% | — | +18.28% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.79% | — | +22.89% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.76% | — | +31.54% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.71% | — | +1174.66% | |
| 40 | GRMN | Garmin Ltd. | 株式-IT | 0.70% | +0.18% | +8.28% | |
| 41 | ITW | Illinois Tool Works | 株式-資本財 | 0.70% | — | +22.49% | |
| 42 | GDDY | Godaddy INC - Class A | 株式-IT | 0.68% | -0.59% | — | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.67% | -0.19% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +3.21% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | -0.41% | — | |
| 46 | AAVM | Alpha Architect Global Facto | ETF-その他 | 0.64% | — | +592.54% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | — | +3.28% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.63% | — | +1076.67% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.63% | — | -5.66% | |
| 50 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.63% | — | +74.59% |