CIK: 0002022843
申告総資産額
$2.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 50.68% | -2.84% | — | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.43% | — | — | |
| 3 | MMM | 3m Co | 株式-資本財 | 2.63% | — | — | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.47% | — | — | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.36% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.27% | -0.14% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.13% | +1.06% | — | |
| 8 | IBM | Intl Business Machines CORP | 株式-IT | 1.85% | — | — | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.58% | — | — | |
| 10 | BA | Boeing Co/the | 株式-資本財 | 1.56% | -0.10% | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.23% | — | |
| 12 | T | At&t INC | 株式-通信サービス | 1.33% | — | — | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.32% | +0.03% | — | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.22% | — | — | |
| 15 | ADBE | Adobe INC | 株式-IT | 1.16% | -0.19% | EXIT | |
| 16 | CRM | Salesforce INC | 株式-IT | 0.99% | -0.08% | — | |
| 17 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.86% | -0.09% | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.05% | — | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 0.75% | — | — | |
| 20 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.75% | — | — | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.74% | — | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | — | |
| 23 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.67% | — | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | — | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.62% | — | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | — | — | |
| 27 | WPC | Wp Carey INC | 株式-不動産 | 0.61% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | — | — | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.57% | -0.09% | — | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | — | |
| 31 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.54% | — | — | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.53% | — | — | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.51% | — | — | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.45% | — | — | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.43% | — | — | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.38% | — | — | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | — | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.33% | — | — | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.33% | — | — | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.33% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.10% | NEW | |
| 42 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.32% | — | — | |
| 43 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.32% | — | — | |
| 44 | PAVE | Global X US Infrastructure | ETF-その他 | 0.30% | — | — | |
| 45 | PYPL | Paypal Holdings INC | 株式-金融 | 0.28% | — | — | |
| 46 | O | Realty Income CORP | 株式-不動産 | 0.28% | — | — | |
| 47 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-その他 | 0.28% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | — | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.26% | — | — | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.26% | — | — |