CIK: 0001816000
申告総資産額
$2.7億
| # | 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 | XLV | Ss Health Care Select Sector | ETF-その他 | 6.31% | -0.75% | EXIT | |
| 2 | AAPL | Apple INC | 株式-IT | 6.23% | -0.93% | +186.13% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.65% | -0.95% | +1.12% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.22% | -1.36% | +508.31% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.97% | -3.43% | -59.42% | |
| 6 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 4.52% | +0.57% | NEW | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.50% | +2.48% | +10.53% | |
| 8 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 3.78% | — | +2.86% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 2.97% | -1.89% | — | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 2.81% | -1.17% | +654.56% | |
| 11 | HSY | Hershey Co/the | 株式-生活必需品 | 2.74% | — | +57.50% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.61% | -1.13% | +335.97% | |
| 13 | MSI | Motorola Solutions INC | 株式-IT | 2.33% | — | +25.53% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 2.08% | +0.82% | -27.08% | |
| 15 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.04% | — | +152.25% | |
| 16 | MGM | Mgm Resorts International | 株式-一般消費財 | 1.93% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.88% | — | -69.97% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.78% | — | +388.23% | |
| 19 | AXP | American Express Co | 株式-金融 | 1.76% | — | +5.74% | |
| 20 | PCAR | Paccar INC | 株式-資本財 | 1.66% | — | +45.64% | |
| 21 | PPG | Ppg Industries INC | 株式-素材 | 1.63% | — | — | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.54% | — | +215.86% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.52% | +0.69% | +881.27% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.41% | -0.74% | +11.76% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.34% | +0.97% | +2.98% | |
| 26 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.31% | — | — | |
| 27 | LIN | Linde plc | 株式-素材 | 1.18% | — | +24.67% | |
| 28 | PWR | Quanta Services INC | 株式-資本財 | 1.06% | — | +30.69% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.97% | — | +62.59% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | — | |
| 31 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.89% | — | -24.11% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | — | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.87% | — | -18.60% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.84% | — | -89.29% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.81% | — | -4.57% | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.81% | — | — | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.80% | — | -38.88% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.73% | — | -38.40% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.67% | +3.71% | NEW | |
| 40 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.64% | — | — | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | — | — | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +0.20% | |
| 43 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.51% | — | +4.88% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +0.06% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.52% | — | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | +7.03% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.40% | -1.27% | — | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.39% | — | -56.17% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.34% | — | -8.36% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.34% | — | — |