CIK: 0001767724
申告総資産額
$5.7億
| # | 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 | TJX | Tjx Companies INC | 株式-一般消費財 | 77.07% | +2.82% | +15.79% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.63% | -1.53% | -6.79% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.27% | -0.18% | -0.57% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.78% | -0.16% | +188.49% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 1.71% | -0.13% | EXIT | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -0.12% | -11.75% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.46% | -7.58% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | -0.01% | -35.63% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.06% | +43.73% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.12% | — | |
| 11 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 0.42% | — | -7.34% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | -0.04% | -31.07% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | +4.54% | |
| 14 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.38% | — | +28.31% | |
| 15 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 0.34% | — | +26.90% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 0.30% | -0.02% | +62.84% | |
| 17 | MMM | 3m Co | 株式-資本財 | 0.29% | -0.02% | — | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | — | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | -0.03% | +20.73% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.26% | -0.06% | EXIT | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.25% | -0.02% | +5.55% | |
| 22 | ADBE | Adobe INC | 株式-IT | 0.25% | — | +27.07% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.24% | — | — | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | +0.05% | +30.78% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | — | -21.40% | |
| 26 | LGF-BEUR | Lions Gate Entertainment-b | 株式-その他 | 0.21% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.21% | — | +4.78% | |
| 28 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.21% | — | — | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.21% | +0.05% | — | |
| 30 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.21% | — | — | |
| 31 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 0.20% | — | +22.13% | |
| 32 | URBN | Urban Outfitters INC | 株式-一般消費財 | 0.19% | — | +2.94% | |
| 33 | BWIN | Baldwin Insurance Group Inc/ | 株式-その他 | 0.19% | — | +173.01% | |
| 34 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.18% | — | -10.15% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.18% | — | -58.16% | |
| 36 | RF | Regions Financial CORP | 株式-金融 | 0.18% | — | -5.28% | |
| 37 | HN9 | Hanesbrands INC | 株式-その他 | 0.18% | — | +16.99% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | -0.04% | +38.95% | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 0.18% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.03% | — | |
| 41 | WAB | Wabtec CORP | 株式-資本財 | 0.17% | — | -5.26% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.17% | — | +5.45% | |
| 43 | GM | General Motors Co | 株式-一般消費財 | 0.16% | — | +15.15% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | -46.32% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.15% | — | -6.84% | |
| 46 | MHK | Mohawk Industries INC | 株式-一般消費財 | 0.14% | — | — | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.14% | — | — | |
| 48 | MU | Micron Technology INC | 株式-IT | 0.14% | — | -4.19% | |
| 49 | NOW | Servicenow INC | 株式-IT | 0.14% | — | +5.70% | |
| 50 | ADSK | Autodesk INC | 株式-IT | 0.14% | — | +27.72% |