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 | 10.38% | -0.70% | -0.30% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.63% | — | -0.46% | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 5.70% | — | -0.00% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.58% | -0.50% | +8.13% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.67% | -0.42% | +2.15% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.51% | -2.14% | +2.23% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.94% | +0.01% | -0.40% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.81% | -0.42% | +1.41% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.53% | — | -0.18% | |
| 10 | APD | Air Products & Chemicals INC | 株式-素材 | 2.47% | -0.30% | -0.38% | |
| 11 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 2.14% | — | -0.12% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.98% | — | -3.35% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.83% | -0.20% | -0.67% | |
| 14 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.61% | — | -0.19% | |
| 15 | ACN | Accenture plc | 株式-IT | 1.59% | -0.19% | EXIT | |
| 16 | CB | Chubb Limited | 株式-金融 | 1.52% | — | +105.36% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.48% | — | -0.12% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.40% | +0.31% | +0.18% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.36% | — | -0.63% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.30% | +0.09% | -30.11% | |
| 21 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.19% | +0.22% | -0.16% | |
| 22 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.18% | -0.14% | EXIT | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.12% | — | +6.82% | |
| 24 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 1.08% | — | +49.18% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.08% | — | +0.86% | |
| 26 | GNRC | Generac Holdings INC | 株式-資本財 | 1.07% | — | +8.39% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.98% | — | -5.89% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.95% | — | +47.11% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.95% | — | +1.47% | |
| 30 | CME | Cme Group INC | 株式-金融 | 0.93% | — | -0.18% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.88% | +0.06% | +16.36% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.88% | -0.17% | +481.94% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.88% | — | +2.14% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.88% | +0.11% | +9.81% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.87% | +0.94% | +0.54% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.75% | +1.24% | -6.29% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.74% | -0.35% | EXIT | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.70% | — | +5.25% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.63% | — | +14.02% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.58% | — | +0.55% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.57% | — | +13.34% | |
| 42 | SNOW | Snowflake INC | 株式-IT | 0.57% | -0.76% | EXIT | |
| 43 | IDV | Ishares International Select | ETF-その他 | 0.55% | — | -2.32% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +15.07% | |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.52% | — | +3.39% | |
| 46 | ASML | ASML Holding N.V. | 株式-IT | 0.50% | -0.64% | — | |
| 47 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.47% | -0.76% | +436.48% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.47% | -0.12% | +0.03% | |
| 49 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.45% | — | -1.18% | |
| 50 | JPC | Nuveen Prefered & Income Opp | 株式-その他 | 0.44% | -0.15% | +551.85% |