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 | 9.09% | +2.08% | +0.05% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 4.53% | +2.52% | +0.70% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.51% | -0.63% | +1.08% | |
| 4 | CI | THE Cigna Group | 株式-ヘルスケア | 2.92% | — | +0.06% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.83% | -0.25% | +42.27% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.18% | -0.29% | +3.56% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.66% | -5.91% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.94% | — | -8.79% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | -0.17% | +1.89% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | — | -0.28% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.39% | — | -2.96% | |
| 12 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.32% | — | +352.40% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.26% | -0.38% | -0.22% | |
| 14 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.26% | — | -1.41% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.25% | — | -7.29% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.22% | — | +85.07% | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.18% | -0.34% | EXIT | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.11% | — | -0.07% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.06% | — | -6.50% | |
| 20 | INDA | Ishares Msci India ETF | ETF-その他 | 1.04% | -1.02% | EXIT | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.03% | — | — | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | — | +4.01% | |
| 23 | NOW | Servicenow INC | 株式-IT | 1.00% | — | +0.12% | |
| 24 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 1.00% | — | -48.81% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.97% | — | -17.33% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.96% | — | +8.68% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | +8.18% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.83% | — | +15.24% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.83% | — | -12.21% | |
| 30 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.76% | — | -6.60% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.76% | -0.31% | — | |
| 32 | SHOP | Shopify INC - Class A | 株式-IT | 0.74% | -0.25% | +38.12% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | -2.76% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | — | -2.42% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.72% | +0.36% | NEW | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | -0.36% | EXIT | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.66% | — | -6.12% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.65% | +5.82% | +90.09% | |
| 39 | MSCI | Msci INC | 株式-金融 | 0.64% | — | +63.09% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.62% | -0.36% | EXIT | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | -23.01% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | +0.23% | -0.88% | |
| 43 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.60% | — | +1.09% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.59% | — | -2.91% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.58% | — | -2.12% | |
| 46 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型株・グロース | 0.57% | — | +189.60% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | — | +17.06% | |
| 48 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 0.56% | — | — | |
| 49 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.53% | -0.31% | EXIT | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | -0.17% | -5.30% |