CIK: 0001882132
申告総資産額
$7.8億
上位200銘柄を表示中（全306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 | 4.38% | +0.26% | +32.47% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.41% | — | +11.43% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.66% | — | +7.78% | |
| 4 | FHLC | Fidelity Msci Health Care | ETF-その他 | 2.53% | -0.22% | +79.14% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 2.41% | — | +13.84% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.29% | — | +8.28% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.04% | — | +3.75% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.53% | — | +18.07% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.43% | — | +9.46% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.40% | +0.19% | +25.40% | |
| 11 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.37% | +0.21% | +6.89% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.35% | — | +24.74% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.32% | -0.15% | +10.19% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.32% | — | +34.33% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.32% | — | +23.61% | |
| 16 | CPB | THE Campbell's Company | 株式-生活必需品 | 1.30% | — | +23.42% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.24% | — | +5.45% | |
| 18 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 1.19% | — | -4.79% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.18% | — | +26.19% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.14% | — | +13.58% | |
| 21 | RSG | Republic Services INC | 株式-資本財 | 1.13% | — | +44.44% | |
| 22 | EG | Everest Group, Ltd. | 株式-金融 | 1.11% | — | +38.27% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.07% | — | +21.22% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.04% | — | -7.89% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.01% | — | +1.40% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | -4.53% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.98% | -0.41% | +57.71% | |
| 28 | SO | Southern Co/the | 株式-公益事業 | 0.96% | +0.24% | +1057.57% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.90% | — | +176.24% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.89% | — | +2.40% | |
| 31 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.89% | — | +20.46% | |
| 32 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.87% | — | +31.55% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.86% | +0.23% | -24.28% | |
| 34 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.86% | -0.19% | +41.34% | |
| 35 | PCAR | Paccar INC | 株式-資本財 | 0.86% | — | +9.42% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | -0.27% | -1.06% | |
| 37 | AMCR | Amcor plc | 株式-一般消費財 | 0.83% | -0.62% | EXIT | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.82% | — | +50.72% | |
| 39 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.82% | — | +67.07% | |
| 40 | MSI | Motorola Solutions INC | 株式-IT | 0.80% | -0.25% | +5.25% | |
| 41 | GDDY | Godaddy INC - Class A | 株式-IT | 0.79% | -0.59% | +0.20% | |
| 42 | GRMN | Garmin Ltd. | 株式-IT | 0.75% | +0.18% | +0.29% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.73% | — | +145.34% | |
| 44 | JNP | Juniper Networks INC | 株式-その他 | 0.70% | — | +52.87% | |
| 45 | ITW | Illinois Tool Works | 株式-資本財 | 0.70% | — | +13.20% | |
| 46 | CMI | Cummins INC | 株式-資本財 | 0.67% | — | +10.40% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.66% | — | -2.84% | |
| 48 | GLW | Corning INC | 株式-IT | 0.63% | +0.34% | +19.68% | |
| 49 | HPQ | Hp INC | 株式-IT | 0.63% | +0.13% | +50.27% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.61% | — | +13.56% |