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 | 47.42% | -2.84% | -10.46% | |
| 2 | INTC | Intel CORP | 株式-IT | 4.45% | +0.04% | -0.83% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.25% | -0.27% | +416.02% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.40% | -0.35% | -1.20% | |
| 5 | LEG | Leggett & Platt INC | 株式-一般消費財 | 3.24% | -0.19% | +53.66% | |
| 6 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.79% | — | +79.63% | |
| 7 | BA | Boeing Co/the | 株式-資本財 | 2.77% | -0.10% | -11.71% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 2.53% | +0.04% | +11.14% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.53% | — | +23.39% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.37% | -0.20% | -0.43% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.91% | +1.06% | +0.15% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.75% | — | +1.75% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | — | +0.66% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.22% | — | +3.31% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.14% | — | +0.12% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | -0.14% | +9.34% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.78% | — | +0.31% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.77% | — | -0.05% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | — | — | |
| 20 | ADBE | Adobe INC | 株式-IT | 0.66% | -0.19% | EXIT | |
| 21 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.61% | — | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | — | -6.59% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | -1.77% | |
| 24 | MMM | 3m Co | 株式-資本財 | 0.57% | — | -2.73% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 0.56% | — | -0.60% | |
| 26 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.56% | -0.09% | — | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | -0.42% | +1.27% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | -0.09% | — | |
| 29 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.51% | — | — | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | +0.03% | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.46% | — | — | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.46% | — | -14.32% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.45% | -0.08% | +7.17% | |
| 34 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.45% | — | — | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.41% | — | — | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.37% | +1.38% | -1.13% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.35% | -0.23% | -11.76% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.34% | — | +59.78% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.32% | — | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | — | -0.13% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | +32.66% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | +0.10% | — | |
| 43 | XLB | Ss Materials Select Sector | ETF-その他 | 0.27% | — | +0.02% | |
| 44 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.24% | — | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.05% | — | |
| 46 | UGI | Ugi CORP | 株式-公益事業 | 0.22% | — | +41.20% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.21% | — | — | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | — | -36.87% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.20% | — | +0.06% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.20% | — | — |