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 | 10.51% | +0.08% | +28.63% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 8.35% | +0.04% | +22.37% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 8.18% | +0.30% | +69.19% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.58% | +0.15% | -1.54% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.25% | -0.11% | +5.41% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 5.94% | -0.44% | +2.75% | |
| 7 | AME | Ametek INC | 株式-資本財 | 3.84% | +0.20% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.76% | -0.20% | +3.20% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.59% | -0.10% | +0.03% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.30% | -0.52% | -1.49% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.02% | -0.16% | -2.10% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.71% | -0.36% | +6.53% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.20% | -0.07% | +33.28% | |
| 14 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.17% | — | — | |
| 15 | DOV | Dover CORP | 株式-資本財 | 1.13% | — | -3.80% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | +0.16% | +0.42% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.11% | — | +4.28% | |
| 18 | PM | Philip Morris International | 株式-生活必需品 | 1.01% | — | -10.80% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | -9.89% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.95% | +0.12% | -9.36% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 0.90% | +0.22% | +0.06% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 0.88% | — | -0.49% | |
| 23 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.85% | -0.08% | +21.14% | |
| 24 | DE | Deere & Co | 株式-資本財 | 0.81% | +0.11% | -6.92% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.76% | — | +0.68% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | +0.25% | +19.15% | |
| 27 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.70% | — | -29.49% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.25% | -9.81% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.67% | — | — | |
| 30 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.63% | — | +1.52% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.60% | — | +1.26% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.12% | -4.61% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | -0.09% | -1.64% | |
| 34 | L | Loews CORP | 株式-金融 | 0.56% | — | -2.80% | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.56% | — | +0.25% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.55% | -0.10% | — | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | +0.06% | -4.88% | |
| 38 | NEM | Newmont CORP | 株式-素材 | 0.53% | — | +6.06% | |
| 39 | NOW | Servicenow INC | 株式-IT | 0.49% | — | +5.59% | |
| 40 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.49% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | +0.17% | +9.79% | |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.45% | — | — | |
| 43 | MLM | Martin Marietta Materials | 株式-素材 | 0.44% | — | — | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | — | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | -0.08% | +52.84% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | +0.06% | -11.95% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | +0.06% | -2.26% | |
| 48 | ETR | Entergy CORP | 株式-公益事業 | 0.41% | +0.08% | -2.87% | |
| 49 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.41% | — | -7.73% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.40% | +0.13% | — |