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 | 43.83% | -2.84% | -4.43% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.20% | -0.27% | -3.38% | |
| 3 | INTC | Intel CORP | 株式-IT | 4.65% | +0.04% | -3.99% | |
| 4 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.97% | -0.20% | -4.09% | |
| 5 | VZ | Verizon Communications INC | 株式-通信サービス | 2.83% | +0.04% | -3.22% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.37% | -0.35% | -4.14% | |
| 7 | BA | Boeing Co/the | 株式-資本財 | 2.30% | -0.10% | -5.04% | |
| 8 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.28% | — | -4.30% | |
| 9 | LEG | Leggett & Platt INC | 株式-一般消費財 | 2.24% | -0.19% | -3.72% | |
| 10 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.23% | — | +4.47% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.95% | +1.06% | +10.65% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.75% | — | -3.69% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.71% | — | -3.77% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.13% | — | -1.20% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.09% | — | -19.85% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | -0.14% | -17.70% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.82% | — | -2.87% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.81% | — | +4.32% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | -6.72% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | -0.42% | +1.18% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.64% | -0.09% | +1.12% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | -3.66% | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.62% | -0.09% | — | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.08% | — | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | — | -3.25% | |
| 27 | MMM | 3m Co | 株式-資本財 | 0.55% | — | +0.67% | |
| 28 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.55% | — | +333.33% | |
| 29 | ADBE | Adobe INC | 株式-IT | 0.52% | -0.19% | EXIT | |
| 30 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.51% | — | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.50% | — | +2.56% | |
| 32 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.47% | — | — | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | — | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.46% | — | -6.62% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | +0.03% | -6.44% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.43% | -0.23% | -1.32% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.42% | — | — | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.36% | — | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.34% | +1.38% | — | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | +0.10% | +3.69% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | — | +0.04% | |
| 42 | MO | Altria Group INC | 株式-生活必需品 | 0.30% | — | +4.16% | |
| 43 | XLB | Ss Materials Select Sector | ETF-その他 | 0.26% | — | -1.11% | |
| 44 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.26% | — | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | +0.05% | +10.00% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.24% | — | — | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.22% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.21% | -0.30% | +55.34% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.20% | +0.11% | +5.13% | |
| 50 | UGI | Ugi CORP | 株式-公益事業 | 0.20% | — | -2.39% |