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 | 10.27% | +0.08% | +0.43% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 7.88% | +0.30% | +5.52% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 7.41% | +0.04% | +4.30% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.67% | +0.15% | -0.93% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.57% | -0.11% | +2.41% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 6.38% | -0.44% | -4.40% | |
| 7 | AME | Ametek INC | 株式-資本財 | 3.35% | +0.20% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.87% | -0.52% | +12.05% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.54% | -0.20% | +0.37% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.46% | -0.10% | — | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.23% | -0.16% | +0.97% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.76% | -0.36% | -0.61% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.76% | -0.07% | -1.01% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | +0.16% | +1.34% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.25% | -0.44% | |
| 16 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.22% | — | +0.62% | |
| 17 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.21% | — | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.16% | — | +0.39% | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 0.93% | — | -0.94% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.89% | — | +21.54% | |
| 21 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.85% | -0.08% | -12.56% | |
| 22 | DOV | Dover CORP | 株式-資本財 | 0.81% | — | -4.63% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.78% | +0.12% | -0.28% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.75% | — | -4.00% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.74% | — | +0.64% | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 0.73% | -0.10% | — | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.68% | +0.13% | — | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | +0.25% | -3.58% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | — | — | |
| 30 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.62% | — | +17.57% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | +0.17% | — | |
| 32 | NEM | Newmont CORP | 株式-素材 | 0.62% | — | -16.81% | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.62% | +0.22% | -7.83% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.12% | +1.81% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.57% | — | -1.96% | |
| 36 | DE | Deere & Co | 株式-資本財 | 0.57% | +0.11% | -4.48% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | -0.09% | +0.06% | |
| 38 | L | Loews CORP | 株式-金融 | 0.48% | — | -2.15% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.47% | +0.06% | +0.01% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.11% | -0.45% | |
| 41 | MLM | Martin Marietta Materials | 株式-素材 | 0.46% | — | — | |
| 42 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.46% | -0.05% | -2.63% | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.45% | — | -6.82% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.44% | — | — | |
| 45 | NOW | Servicenow INC | 株式-IT | 0.44% | — | -1.61% | |
| 46 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.44% | — | -12.09% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.44% | — | +4.90% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | -0.08% | +6.24% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.41% | — | — | |
| 50 | GM | General Motors Co | 株式-一般消費財 | 0.38% | -0.12% | — |