CIK: 0001911464
申告総資産額
$1.5億
| # | 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 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 9.15% | -5.78% | -2.19% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 7.72% | — | +38.57% | |
| 3 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 5.76% | — | — | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.47% | -0.65% | +63.39% | |
| 5 | KLAC | Kla CORP | 株式-IT | 2.34% | — | -8.49% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.30% | — | -0.29% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.27% | — | -7.89% | |
| 8 | FCX | Freeport-mcmoran INC | 株式-素材 | 2.21% | — | — | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 2.17% | — | -5.20% | |
| 10 | ALL | Allstate CORP | 株式-金融 | 2.15% | — | -10.18% | |
| 11 | LIN | Linde plc | 株式-素材 | 2.13% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.12% | -0.57% | -1.10% | |
| 13 | MNST | Monster Beverage CORP | 株式-生活必需品 | 2.09% | — | -11.23% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.06% | -0.78% | +14.25% | |
| 15 | AXP | American Express Co | 株式-金融 | 2.05% | -1.98% | EXIT | |
| 16 | AMD | Advanced Micro Devices | 株式-IT | 2.04% | — | +36.49% | |
| 17 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 2.02% | — | — | |
| 18 | GRMN | Garmin Ltd. | 株式-IT | 2.00% | — | +0.66% | |
| 19 | PSX | Phillips 66 | 株式-エネルギー | 2.00% | — | — | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.99% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.98% | — | -31.50% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.96% | — | -24.78% | |
| 23 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.96% | — | -4.98% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.95% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.94% | -0.72% | +9.38% | |
| 26 | CCI | Crown Castle INC | 株式-不動産 | 1.93% | — | +12.49% | |
| 27 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.93% | — | +0.34% | |
| 28 | AAPL | Apple INC | 株式-IT | 1.92% | -0.57% | -6.58% | |
| 29 | AMT | American Tower CORP | 株式-不動産 | 1.90% | — | -3.49% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 1.89% | — | -2.36% | |
| 31 | PYPL | Paypal Holdings INC | 株式-金融 | 1.86% | — | -13.62% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.79% | -0.74% | +14.63% | |
| 33 | EXR | Extra Space Storage INC | 株式-不動産 | 1.78% | — | +1.73% | |
| 34 | DVN | Devon Energy CORP | 株式-エネルギー | 1.74% | — | -23.85% | |
| 35 | EOG | Eog Resources INC | 株式-エネルギー | 1.72% | — | — | |
| 36 | HUM | Humana INC | 株式-ヘルスケア | 1.72% | — | — | |
| 37 | BITO | Proshares Bitcoin Etf-usd | ETF-暗号資産 | 1.67% | — | -8.57% | |
| 38 | AZO | Autozone INC | 株式-一般消費財 | 1.66% | — | -5.90% | |
| 39 | CF | Cf Industries Holdings INC | 株式-素材 | 1.58% | — | — | |
| 40 | TBUX | T Rowe Price Ultra Short-ter | ETF-その他 | 1.38% | — | — | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 1.14% | -0.89% | -7.11% | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.10% | — | — | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.75% | — | +26.14% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.60% | — | — | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.54% | — | +5.34% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.31% | — | -70.14% | |
| 47 | MRVL | Marvell Technology INC | 株式-IT | 0.25% | — | — |