CIK: 0001932645
申告総資産額
$9362.3万
| # | 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 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 10.31% | +2.08% | -0.62% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 4.99% | +2.52% | +1.86% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.80% | -0.63% | -1.31% | |
| 4 | CI | THE Cigna Group | 株式-ヘルスケア | 2.91% | — | -2.03% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.44% | -0.66% | +6.95% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.23% | -0.25% | +14.41% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.13% | — | -21.32% | |
| 8 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 2.05% | — | +15.28% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.96% | -0.29% | +97.78% | |
| 10 | BBJP | Jpmorgan Betabuilders Japan | ETF-その他 | 1.82% | -1.70% | EXIT | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.71% | -0.17% | -4.27% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.45% | — | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | — | +2.20% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.36% | — | +1.32% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.36% | — | -7.66% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.25% | — | -9.76% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.20% | — | +55.48% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.19% | -0.38% | -5.30% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.12% | — | +12.84% | |
| 20 | INDA | Ishares Msci India ETF | ETF-その他 | 1.10% | -1.02% | EXIT | |
| 21 | ADBE | Adobe INC | 株式-IT | 1.05% | -0.34% | EXIT | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.02% | — | +1.05% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | — | +14.98% | |
| 24 | NOW | Servicenow INC | 株式-IT | 0.93% | — | -24.03% | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.85% | — | -0.97% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 0.83% | — | +4.75% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | -18.97% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.78% | — | -10.84% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.76% | — | +588.87% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | +13.18% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.74% | +0.36% | NEW | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | -7.99% | |
| 33 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.71% | -0.31% | EXIT | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | -0.36% | EXIT | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.67% | — | -15.89% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.67% | -0.36% | EXIT | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.66% | -0.73% | -9.64% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | — | +7.36% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | +0.23% | +12.53% | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.59% | — | -7.44% | |
| 41 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.56% | — | +37.81% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | -0.17% | +27.98% | |
| 43 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.55% | — | +9.93% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.54% | — | +8.90% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.50% | — | +6.56% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | +8.40% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.47% | — | +28.18% | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.47% | — | +36.98% | |
| 49 | SHOP | Shopify INC - Class A | 株式-IT | 0.47% | -0.25% | — | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.47% | — | -0.90% |