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 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.44% | +0.08% | +6.12% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 7.36% | +0.04% | +8.69% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.10% | +0.15% | -3.91% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 7.08% | -0.44% | +0.81% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.55% | -0.11% | -1.05% | |
| 6 | AME | Ametek INC | 株式-資本財 | 5.09% | +0.20% | -5.15% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.20% | -0.20% | -0.30% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.08% | -0.52% | -12.07% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.97% | -0.10% | +1.45% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.25% | -0.16% | -31.80% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.68% | -0.36% | -6.89% | |
| 12 | DOV | Dover CORP | 株式-資本財 | 1.52% | — | -1.50% | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.49% | — | +2.65% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.40% | +0.30% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.38% | +0.16% | +0.11% | |
| 16 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.32% | — | -1.78% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.21% | +0.22% | +2.75% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.20% | +0.25% | +2.74% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.17% | — | -5.42% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | — | -13.95% | |
| 21 | DE | Deere & Co | 株式-資本財 | 1.00% | +0.11% | -1.64% | |
| 22 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.00% | — | -0.59% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.99% | +0.12% | -0.75% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.91% | — | +3.94% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | +0.25% | +0.40% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.87% | — | — | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | +0.06% | -8.65% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | +0.10% | — | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | — | — | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.73% | — | — | |
| 31 | MLM | Martin Marietta Materials | 株式-素材 | 0.70% | — | -10.97% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.70% | -0.12% | +0.04% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.68% | -0.07% | +5.38% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.67% | — | -2.80% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | +3.32% | |
| 36 | L | Loews CORP | 株式-金融 | 0.63% | — | -3.15% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | +0.17% | +6.50% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.59% | — | — | |
| 39 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.59% | -0.12% | EXIT | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | +0.06% | +0.45% | |
| 41 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.56% | — | -3.46% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | -0.09% | -10.56% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.53% | -0.10% | -4.63% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.51% | — | -28.99% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.50% | +0.06% | -1.23% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.50% | — | -0.42% | |
| 47 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.48% | — | -1.12% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.47% | — | — | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | +0.13% | +16.30% | |
| 50 | GM | General Motors Co | 株式-一般消費財 | 0.46% | -0.12% | -0.37% |