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 | 8.92% | +0.15% | -1.94% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.96% | +0.08% | +4.14% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 6.92% | +0.04% | +9.19% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 6.87% | -0.44% | -0.67% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.34% | -0.11% | +1.70% | |
| 6 | AME | Ametek INC | 株式-資本財 | 5.21% | +0.20% | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.37% | -0.52% | +0.17% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.02% | -0.16% | -0.01% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.91% | -0.20% | -1.03% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.86% | -0.10% | -0.15% | |
| 11 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.45% | — | -0.40% | |
| 12 | DOV | Dover CORP | 株式-資本財 | 1.44% | — | — | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.43% | — | -0.84% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.41% | -0.36% | -1.04% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.37% | +0.16% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | -0.38% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.12% | +0.22% | +19.40% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.12% | — | +11.51% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | +0.25% | — | |
| 20 | DE | Deere & Co | 株式-資本財 | 1.06% | +0.11% | — | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.04% | — | -22.34% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.02% | +0.12% | -2.87% | |
| 23 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.97% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.25% | -0.01% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.86% | — | -2.32% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.82% | — | +7.27% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.80% | — | — | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | +0.06% | -0.35% | |
| 29 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.77% | -0.12% | EXIT | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.10% | +4.08% | |
| 31 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.74% | — | -5.31% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.73% | — | — | |
| 33 | MLM | Martin Marietta Materials | 株式-素材 | 0.68% | — | -1.75% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.67% | -0.12% | +2.10% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | -2.17% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.67% | — | +52.29% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.65% | — | — | |
| 38 | L | Loews CORP | 株式-金融 | 0.63% | — | -5.10% | |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.61% | — | -10.91% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | +0.17% | — | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | -0.09% | — | |
| 42 | GS | Goldman Sachs Group INC | 株式-金融 | 0.55% | -0.10% | — | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | +0.06% | +0.89% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.52% | — | — | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.51% | +0.06% | — | |
| 46 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.48% | — | — | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | -3.19% | |
| 48 | DAL | Delta Air Lines INC | 株式-資本財 | 0.46% | — | -7.22% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.44% | — | — | |
| 50 | ROP | Roper Technologies INC | 株式-IT | 0.43% | -0.15% | EXIT |