CIK: 0001677501
申告総資産額
$7.1億
上位200銘柄を表示中（全448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 | CB | Chubb Limited | 株式-金融 | 11.87% | -0.75% | -0.10% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.93% | -1.16% | -0.34% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.51% | -0.66% | -3.68% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.94% | +3.11% | |
| 5 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 2.30% | — | -7.11% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.79% | -0.59% | +1.66% | |
| 7 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 1.57% | -1.44% | EXIT | |
| 8 | ITT | Itt INC | 株式-資本財 | 1.56% | -0.05% | -0.29% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.35% | -0.44% | +12.85% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.27% | -0.42% | -4.40% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.16% | — | +1.67% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +2.28% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.07% | — | +5.30% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | -0.19% | +3.19% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | — | -0.75% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 0.84% | — | +0.56% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.80% | — | +5.54% | |
| 18 | IQLT | Ishares Msci International Q | ETF-その他 | 0.76% | +0.15% | -25.57% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | +0.13% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | +0.05% | +5.53% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | -0.21% | +26.50% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | -3.15% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | — | +18.54% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | +7.04% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.10% | +2.90% | |
| 26 | AXP | American Express Co | 株式-金融 | 0.60% | — | -2.60% | |
| 27 | MO | Altria Group INC | 株式-生活必需品 | 0.59% | — | +1.27% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.57% | — | -17.81% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.57% | — | +15.31% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.56% | — | +12.90% | |
| 31 | GD | General Dynamics CORP | 株式-資本財 | 0.55% | — | +0.13% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.53% | +0.03% | -0.17% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.52% | — | +2.18% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.47% | -0.16% | +0.48% | |
| 35 | AON | Aon plc | 株式-金融 | 0.47% | — | +76.66% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.47% | — | -0.22% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | +5.39% | |
| 38 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.47% | — | -8.11% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | -1.51% | |
| 40 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.46% | -0.15% | -10.34% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.45% | — | +1.51% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.45% | -0.15% | -0.57% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +4.15% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | +0.07% | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.41% | — | -12.73% | |
| 46 | INTU | Intuit INC | 株式-IT | 0.39% | — | +5.77% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.38% | — | -5.04% | |
| 48 | SE | Sea Ltd-adr | 株式-通信サービス | 0.37% | — | -10.00% | |
| 49 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.37% | — | -0.19% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.36% | — | -5.20% |