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 | 10.01% | -0.70% | -4.28% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.53% | — | -7.46% | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 5.54% | — | -0.89% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.96% | -0.50% | +1.88% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.18% | -0.42% | -12.31% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.88% | -2.14% | -3.01% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.88% | — | -17.57% | |
| 8 | APD | Air Products & Chemicals INC | 株式-素材 | 2.50% | -0.30% | +32.89% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.46% | +0.01% | +58.04% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.40% | -0.42% | -10.93% | |
| 11 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 2.21% | — | -8.37% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.02% | — | +0.12% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.86% | +0.09% | -10.74% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.73% | -0.20% | -32.84% | |
| 15 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.60% | -0.14% | EXIT | |
| 16 | ACN | Accenture plc | 株式-IT | 1.57% | -0.19% | EXIT | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.54% | — | -11.90% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.52% | — | -5.47% | |
| 19 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.51% | — | — | |
| 20 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.49% | — | — | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 1.45% | — | +8.07% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.40% | +0.31% | -4.44% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.34% | — | +3.32% | |
| 24 | ADBE | Adobe INC | 株式-IT | 1.24% | -0.35% | EXIT | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.08% | — | -0.48% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.06% | — | +2.35% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.03% | — | +0.60% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.00% | — | -7.43% | |
| 29 | GNRC | Generac Holdings INC | 株式-資本財 | 0.99% | — | -42.05% | |
| 30 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.98% | +0.22% | -14.20% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | +0.94% | -5.02% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.88% | — | -10.13% | |
| 33 | CME | Cme Group INC | 株式-金融 | 0.87% | — | -52.52% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.87% | — | +0.01% | |
| 35 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.82% | — | +5.00% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.82% | +1.24% | +15.17% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.80% | +0.11% | +3.96% | |
| 38 | CB | Chubb Limited | 株式-金融 | 0.76% | — | — | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.75% | +0.06% | +7.45% | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.67% | — | +2.08% | |
| 41 | IDV | Ishares International Select | ETF-その他 | 0.61% | — | +0.97% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | — | -11.39% | |
| 43 | CCI | Crown Castle INC | 株式-不動産 | 0.56% | — | -5.68% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.54% | — | -0.60% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.53% | — | +6.79% | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.53% | — | -1.58% | |
| 47 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.49% | — | -3.93% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +6.18% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.44% | +0.13% | -1.65% | |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.42% | — | +1.61% |