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 | 7.08% | -0.42% | +2379.29% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.83% | -0.21% | -0.84% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.68% | +0.21% | +2.19% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 3.44% | +0.52% | -15.50% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.43% | -0.18% | +15.78% | |
| 6 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 3.30% | — | +10.44% | |
| 7 | ENB | Enbridge INC | 株式-エネルギー | 3.27% | +0.25% | -6.20% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.18% | — | +40.41% | |
| 9 | BA | Boeing Co/the | 株式-資本財 | 3.13% | — | +25.53% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.76% | — | +4.42% | |
| 11 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 2.67% | — | +131.30% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 2.67% | — | +14.21% | |
| 13 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 2.42% | — | +350.50% | |
| 14 | MP | Mp Materials CORP | 株式-素材 | 2.37% | +0.27% | NEW | |
| 15 | INTC | Intel CORP | 株式-IT | 2.29% | — | -9.60% | |
| 16 | PNW | Pinnacle West Capital | 株式-公益事業 | 2.10% | — | -1.88% | |
| 17 | DOW | Dow INC | 株式-素材 | 1.87% | — | -11.84% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.71% | — | +149.95% | |
| 19 | DVN | Devon Energy CORP | 株式-エネルギー | 1.70% | — | — | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.66% | -0.29% | +8.41% | |
| 21 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.65% | — | +68.94% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.64% | — | +99.26% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | — | +69.92% | |
| 24 | EIX | Edison International | 株式-公益事業 | 1.58% | — | -11.66% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.52% | +0.34% | -10.14% | |
| 26 | CCI | Crown Castle INC | 株式-不動産 | 1.46% | — | -29.33% | |
| 27 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 1.41% | — | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.38% | +0.25% | +5.83% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.34% | — | -59.99% | |
| 30 | MLM | Martin Marietta Materials | 株式-素材 | 1.31% | — | -24.92% | |
| 31 | IRM | Iron Mountain INC | 株式-不動産 | 1.30% | — | -14.64% | |
| 32 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.04% | — | -1.28% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.96% | — | +1.73% | |
| 34 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.93% | — | -0.11% | |
| 35 | ENPH | Enphase Energy INC | 株式-IT | 0.93% | — | — | |
| 36 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.89% | -0.16% | -2.59% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | — | +70.23% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.78% | — | +0.87% | |
| 39 | GIS | General Mills INC | 株式-生活必需品 | 0.77% | +0.19% | NEW | |
| 40 | SRCUSD | Spirit Realty Capital INC | 株式-その他 | 0.75% | — | +4.75% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | -7.56% | |
| 42 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.71% | — | -61.47% | |
| 43 | KEL | Kellanova | 株式-その他 | 0.67% | — | -15.62% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.63% | — | — | |
| 45 | SO | Southern Co/the | 株式-公益事業 | 0.61% | — | -1.48% | |
| 46 | MGA | Magna International INC | 株式-一般消費財 | 0.53% | — | +31.89% | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.52% | — | — | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | — | -40.00% | |
| 49 | TYL | Tyler Technologies INC | 株式-IT | 0.49% | — | — | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | — |