CIK: 0001824694
申告総資産額
$2.0億
| # | 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 | AAPL | Apple INC | 株式-IT | 9.36% | +0.15% | -0.49% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 6.73% | -0.44% | +1.46% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.94% | +0.08% | +1.34% | |
| 4 | AME | Ametek INC | 株式-資本財 | 5.01% | +0.20% | — | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.94% | -0.11% | +15.23% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.84% | -0.20% | +1.31% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.82% | -0.52% | +1.36% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.74% | +0.25% | +0.10% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.73% | -0.10% | — | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.46% | -0.16% | +0.06% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.20% | +0.25% | -0.00% | |
| 12 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.77% | — | +0.01% | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.62% | — | — | |
| 14 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.56% | -0.12% | EXIT | |
| 15 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 1.54% | — | -23.13% | |
| 16 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.47% | — | +3.71% | |
| 17 | DOV | Dover CORP | 株式-資本財 | 1.38% | — | -0.01% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.36% | — | -0.20% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.29% | — | -0.32% | |
| 20 | DE | Deere & Co | 株式-資本財 | 1.27% | +0.11% | -0.03% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.25% | +0.16% | +1903.38% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.11% | +0.06% | -19.08% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.10% | +0.13% | — | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | +0.06% | -0.56% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | — | +18.44% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | +0.10% | — | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 0.93% | +0.22% | +76.99% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.91% | — | — | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.91% | — | -9.70% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.90% | — | — | |
| 31 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.90% | — | — | |
| 32 | T | At&t INC | 株式-通信サービス | 0.90% | +0.12% | -2.46% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | +2.08% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.86% | — | +35.81% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.36% | +1.68% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.81% | +0.04% | — | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.81% | — | +0.30% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | — | +24.39% | |
| 39 | MLM | Martin Marietta Materials | 株式-素材 | 0.71% | — | — | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.70% | — | -2.83% | |
| 41 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | — | — | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | — | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.65% | — | -7.27% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.63% | +0.06% | — | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.62% | — | -15.04% | |
| 46 | L | Loews CORP | 株式-金融 | 0.61% | — | — | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.60% | — | -2.73% | |
| 48 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.60% | — | -7.39% | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | — | -4.18% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | -0.09% | — |