CIK: 0001834802
申告総資産額
$4.5億
| # | 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 | 8.44% | -0.70% | -0.34% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 7.82% | -0.50% | -0.54% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.37% | — | -0.90% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 4.54% | — | -0.90% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.39% | -0.42% | -0.28% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 2.89% | — | +0.01% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.64% | -2.14% | -4.59% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 2.53% | — | -0.55% | |
| 9 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 2.46% | — | -0.68% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 2.42% | — | -1.52% | |
| 11 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.41% | — | -0.64% | |
| 12 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 2.30% | — | -0.64% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.28% | +0.09% | -2.59% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.25% | — | +89.52% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.09% | -0.20% | -0.35% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.07% | -0.42% | -0.71% | |
| 17 | CME | Cme Group INC | 株式-金融 | 1.81% | — | -0.70% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.54% | +0.31% | +121.08% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.47% | — | +0.72% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.35% | -0.19% | EXIT | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.33% | — | — | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.31% | — | — | |
| 23 | GNRC | Generac Holdings INC | 株式-資本財 | 1.22% | — | -0.70% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | — | -1.14% | |
| 25 | CMI | Cummins INC | 株式-資本財 | 1.17% | — | -2.78% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.17% | — | -0.17% | |
| 27 | TGT | Target CORP | 株式-一般消費財 | 1.17% | — | — | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.14% | — | — | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.96% | — | -0.68% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.95% | — | -0.47% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | +0.76% | |
| 32 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.93% | +0.22% | -0.88% | |
| 33 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.93% | -0.14% | EXIT | |
| 34 | SUB | Ishares Short-term National | ETF-その他 | 0.92% | — | -13.64% | |
| 35 | RMD | Resmed INC | 株式-ヘルスケア | 0.91% | — | -0.90% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | +0.01% | -1.34% | |
| 37 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.88% | — | -0.87% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.80% | — | — | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.80% | — | -9.00% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.79% | — | -3.88% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.75% | +0.94% | +1.19% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.73% | — | +0.68% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.67% | — | +2.16% | |
| 44 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.64% | — | -0.07% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.63% | +1.24% | +1.95% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.62% | — | -1.57% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.58% | +0.11% | +1.07% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.52% | — | -3.55% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.52% | +0.06% | +3.81% | |
| 50 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.50% | — | -4.63% |