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 | 7.36% | +2.08% | -0.30% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 5.10% | +2.52% | -1.52% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.28% | -0.63% | -24.60% | |
| 4 | CI | THE Cigna Group | 株式-ヘルスケア | 3.12% | — | -3.78% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.09% | +5.82% | +73.65% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.33% | -0.66% | -20.60% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.94% | -2.06% | +120.68% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.88% | -0.29% | +21.79% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.80% | — | +1.14% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.67% | -0.25% | -29.97% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.52% | — | -7.44% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 1.36% | -0.31% | -22.39% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | -0.17% | -14.52% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.35% | -0.38% | -15.94% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.29% | — | -47.37% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.28% | — | -8.50% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.19% | -0.73% | -8.64% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | — | -25.37% | |
| 19 | IVVB | Ishares Large Cap Deep Quart | ETF-大型株・グロース | 1.10% | — | -8.53% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.06% | -0.50% | -9.32% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | -10.04% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.03% | -0.17% | +1.59% | |
| 23 | PM | Philip Morris International | 株式-生活必需品 | 0.98% | — | -20.86% | |
| 24 | SHOP | Shopify INC - Class A | 株式-IT | 0.95% | -0.25% | -23.68% | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.94% | -0.34% | EXIT | |
| 26 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型株・グロース | 0.90% | — | +4.72% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | +0.23% | -19.00% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | -0.39% | -19.20% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.79% | — | -0.72% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.78% | -0.36% | EXIT | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.76% | — | -22.44% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.75% | +0.36% | NEW | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | — | -17.36% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.73% | — | -10.33% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | — | -19.59% | |
| 36 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.70% | — | -21.29% | |
| 37 | NOW | Servicenow INC | 株式-IT | 0.68% | — | -0.85% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.66% | — | -11.55% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | -24.27% | |
| 40 | MSCI | Msci INC | 株式-金融 | 0.62% | — | -19.86% | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.56% | — | -11.78% | |
| 42 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.55% | — | -25.44% | |
| 43 | INTU | Intuit INC | 株式-IT | 0.55% | -0.24% | -5.43% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.55% | — | -10.75% | |
| 45 | INDA | Ishares Msci India ETF | ETF-その他 | 0.52% | -1.02% | EXIT | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.52% | — | +22.05% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | +0.32% | +79.84% | |
| 48 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.52% | — | — | |
| 49 | APH | Amphenol Corp-cl A | 株式-IT | 0.52% | — | -16.57% | |
| 50 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.51% | -0.31% | EXIT |