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 | 9.04% | -0.70% | +3.26% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.47% | — | +467.09% | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 5.33% | — | +12.56% | |
| 4 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 4.92% | — | — | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.22% | -0.50% | — | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.62% | -2.14% | -0.19% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.30% | -0.42% | -3.27% | |
| 8 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 2.84% | — | +18.11% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.49% | — | +6.48% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.43% | -0.42% | -6.12% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.26% | -0.20% | -1.23% | |
| 12 | GNRC | Generac Holdings INC | 株式-資本財 | 2.04% | — | +22.85% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.00% | +0.09% | +6.14% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.99% | — | +73.08% | |
| 15 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.88% | — | +48.14% | |
| 16 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.66% | — | -40.51% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.53% | — | +1.07% | |
| 18 | CME | Cme Group INC | 株式-金融 | 1.53% | — | -23.38% | |
| 19 | APD | Air Products & Chemicals INC | 株式-素材 | 1.50% | -0.30% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | +0.01% | +0.91% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | -51.60% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.34% | +0.31% | -4.05% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.26% | -0.14% | EXIT | |
| 24 | ADBE | Adobe INC | 株式-IT | 1.19% | -0.35% | EXIT | |
| 25 | TGT | Target CORP | 株式-一般消費財 | 1.16% | — | -58.92% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.16% | — | -6.57% | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.11% | — | — | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.98% | — | — | |
| 29 | GPN | Global Payments INC | 株式-資本財 | 0.97% | — | — | |
| 30 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.96% | +0.22% | +3.03% | |
| 31 | 0VVB | Paramount Global-class B | 株式-その他 | 0.95% | — | -2.82% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.93% | — | — | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.93% | — | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.91% | — | -1.32% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.90% | +0.94% | +12.02% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.81% | — | — | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | — | — | |
| 38 | ROK | Rockwell Automation INC | 株式-資本財 | 0.70% | — | — | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.67% | +0.11% | — | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.65% | +1.24% | +8.82% | |
| 41 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.63% | — | — | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.62% | +0.06% | — | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.59% | — | — | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.54% | -0.12% | — | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.52% | — | — | |
| 46 | IDV | Ishares International Select | ETF-その他 | 0.49% | — | -4.92% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.47% | — | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.45% | +0.13% | +20.96% | |
| 49 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.45% | — | -6.63% | |
| 50 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.44% | — | -8.64% |