CIK: 0001218583
申告総資産額
$1.2億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.20% | — | +3.27% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.28% | -0.08% | -53.34% | |
| 3 | CPRT | Copart INC | 株式-資本財 | 4.54% | — | -25.65% | |
| 4 | DVA | Davita INC | 株式-ヘルスケア | 4.12% | — | -31.63% | |
| 5 | CPB | THE Campbell's Company | 株式-生活必需品 | 3.32% | -0.47% | — | |
| 6 | SPGI | S&p Global INC | 株式-金融 | 3.04% | — | -3.91% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.21% | EXIT | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.56% | -0.06% | — | |
| 9 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.45% | — | — | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.36% | — | -1.16% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.33% | -0.02% | +0.64% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.28% | -0.06% | -41.03% | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.28% | — | -51.14% | |
| 14 | MQ8 | Mag Silver CORP | 株式-その他 | 1.24% | — | -33.10% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.21% | — | -49.94% | |
| 16 | AXP | American Express Co | 株式-金融 | 1.11% | — | -57.76% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.07% | — | -10.61% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.03% | — | — | |
| 19 | C | Citigroup INC | 株式-金融 | 1.02% | — | -24.00% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.02% | — | -15.87% | |
| 21 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.98% | — | -45.00% | |
| 22 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.97% | — | -4.36% | |
| 23 | FIS | Fidelity National Info Serv | 株式-IT | 0.96% | — | -30.97% | |
| 24 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.93% | — | — | |
| 25 | WPXUSD | Wpx Energy INC | 株式-その他 | 0.92% | — | — | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.91% | -0.13% | -3.43% | |
| 27 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.91% | — | +6.88% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.91% | — | -54.23% | |
| 29 | ET | Energy Transfer LP | 株式-エネルギー | 0.90% | +0.71% | — | |
| 30 | PE1EUR | Parsley Energy Inc-class A | 株式-その他 | 0.90% | — | — | |
| 31 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.88% | — | -38.93% | |
| 32 | STMP | Stamps.com INC | 株式-その他 | 0.84% | — | — | |
| 33 | XECEUR | Cimarex Energy Co | 株式-その他 | 0.84% | — | — | |
| 34 | NBL2EUR | Noble Energy INC | 株式-その他 | 0.82% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -6.79% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -6.30% | |
| 37 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 0.80% | — | — | |
| 38 | PVG1EUR | Pretium Resources INC | 株式-その他 | 0.80% | — | -16.35% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.75% | — | — | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.74% | — | -19.58% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.74% | — | -41.73% | |
| 42 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.74% | — | — | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.71% | — | — | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.71% | — | — | |
| 45 | XBOEX | Blackrock Enh Glbl Dvd Tr | 株式-その他 | 0.70% | — | — | |
| 46 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.69% | +0.09% | -59.38% | |
| 47 | GAIA | Gaia INC | 株式-その他 | 0.69% | — | -50.90% | |
| 48 | ENB | Enbridge INC | 株式-エネルギー | 0.69% | — | — | |
| 49 | XIGDX | Voya Glbl Eqty Dvd & Prm Opp | 株式-その他 | 0.68% | — | — | |
| 50 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 0.68% | — | -6.12% |