CIK: 0001731359
申告総資産額
$2.5億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 8.05% | +0.07% | -15.28% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.25% | -1.03% | +0.06% | |
| 3 | MKL | Markel Group INC | 株式-金融 | 6.15% | -0.02% | -0.20% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.36% | -0.81% | +3.69% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.12% | -0.26% | -1.17% | |
| 6 | STWD | Starwood Property Trust INC | 株式-不動産 | 3.94% | — | +7.13% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.91% | -1.00% | -2.67% | |
| 8 | WPC | Wp Carey INC | 株式-不動産 | 2.97% | +0.28% | +1.75% | |
| 9 | VMC | Vulcan Materials Co | 株式-素材 | 2.90% | -0.34% | -2.53% | |
| 10 | IBDZ | Isharesibondsdec2034tmcorp | ETF-その他 | 2.81% | +2.33% | +689.30% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-その他 | 2.79% | -1.60% | -37.74% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.76% | -2.76% | EXIT | |
| 13 | BX | Blackstone INC | 株式-金融 | 2.48% | -1.75% | -5.55% | |
| 14 | MO | Altria Group INC | 株式-生活必需品 | 2.35% | +0.01% | +2.07% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.03% | +0.02% | +0.12% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.99% | +0.22% | +0.01% | |
| 17 | MTBA | Simplify Mbs ETF | ETF-その他 | 1.91% | +0.43% | +73.46% | |
| 18 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.74% | -0.62% | -17.56% | |
| 19 | JSI | Jh Securitized Income ETF | ETF-その他 | 1.67% | +0.01% | -11.58% | |
| 20 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.59% | +0.54% | +316.71% | |
| 21 | OKE | Oneok INC | 株式-エネルギー | 1.58% | +0.37% | -34.95% | |
| 22 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.47% | +0.44% | +33.57% | |
| 23 | EME | Emcor Group INC | 株式-資本財 | 1.43% | +0.49% | — | |
| 24 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.36% | +0.35% | +63.32% | |
| 25 | KR | Kroger Co | 株式-生活必需品 | 1.24% | +0.36% | +68.54% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.21% | — | +0.01% | |
| 27 | CHRD | Chord Energy CORP | 株式-エネルギー | 1.15% | +0.91% | — | |
| 28 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.04% | +0.17% | +24.37% | |
| 29 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-その他 | 0.97% | — | +4.94% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.96% | -0.74% | -7.21% | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.81% | +0.16% | +41.86% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | +0.73% | — | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.66% | — | +15.05% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | — | -0.05% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | +0.06% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | -0.08% | -3.60% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.14% | -0.30% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.56% | — | — | |
| 39 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.50% | -0.12% | -8.53% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | +0.41% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.48% | — | +0.30% | |
| 42 | COF | Capital One Financial CORP | 株式-金融 | 0.48% | -0.08% | -1.64% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | -1.73% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | — | +3.24% | |
| 45 | PFGC | Performance Food Group Co | 株式-生活必需品 | 0.41% | -0.41% | EXIT | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.38% | +0.13% | -0.85% | |
| 47 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.37% | — | +0.70% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | +2.07% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | — | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.35% | — | +10.82% |