CIK: 0001803566
申告総資産額
$3.3億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.37% | -0.42% | +6.31% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 3.55% | +0.52% | +0.25% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.53% | -0.21% | -1.58% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.09% | +0.21% | -3.06% | |
| 5 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 2.63% | — | -2.10% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.48% | — | +4.41% | |
| 7 | DOW | Dow INC | 株式-素材 | 2.40% | — | -0.23% | |
| 8 | FE | Firstenergy CORP | 株式-公益事業 | 2.33% | — | -2.95% | |
| 9 | MLM | Martin Marietta Materials | 株式-素材 | 2.26% | — | -0.16% | |
| 10 | ENB | Enbridge INC | 株式-エネルギー | 2.21% | +0.25% | — | |
| 11 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 2.07% | — | -0.02% | |
| 12 | RETAEUR | Reata Pharmaceuticals Inc-a | 株式-その他 | 2.03% | — | -1.04% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.97% | -0.29% | -10.97% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.94% | — | +18.98% | |
| 15 | MP | Mp Materials CORP | 株式-素材 | 1.93% | +0.27% | NEW | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.80% | — | — | |
| 17 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.75% | — | — | |
| 18 | QS | Quantumscape CORP | 株式-一般消費財 | 1.67% | — | — | |
| 19 | CCI | Crown Castle INC | 株式-不動産 | 1.46% | — | -1.89% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.46% | +0.25% | +48.88% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | +0.34% | +0.52% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.36% | — | — | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.32% | — | — | |
| 24 | IRM | Iron Mountain INC | 株式-不動産 | 1.30% | — | +0.02% | |
| 25 | CRM | Salesforce INC | 株式-IT | 1.28% | — | +6.15% | |
| 26 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 1.19% | — | +37.39% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.14% | — | -3.18% | |
| 28 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.12% | — | -26.82% | |
| 29 | AI | C3.ai Inc-a | 株式-IT | 1.06% | — | — | |
| 30 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.05% | — | -0.40% | |
| 31 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.04% | — | +39.42% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.01% | — | -7.14% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 1.01% | — | -10.62% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.97% | — | -11.98% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.92% | — | -21.23% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | +28.34% | |
| 37 | SRCUSD | Spirit Realty Capital INC | 株式-その他 | 0.86% | — | — | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.85% | — | +22.74% | |
| 39 | ✓ | Arrival Group | 株式-その他 | 0.85% | — | — | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.73% | — | +2.30% | |
| 41 | TYL | Tyler Technologies INC | 株式-IT | 0.70% | — | — | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.66% | — | -35.92% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.65% | — | +277.06% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | — | |
| 45 | PYPL | Paypal Holdings INC | 株式-金融 | 0.62% | — | +26.54% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -0.18% | +24.54% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | — | -38.53% | |
| 48 | XYZ | Block INC | 株式-金融 | 0.58% | — | — | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.58% | — | -3.35% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | — |