CIK: 0001668188
申告総資産額
$5.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.70% | -0.25% | -1.21% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.25% | — | -1.03% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 5.06% | — | -1.24% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.44% | — | -0.67% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.82% | -0.24% | +1877.13% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 3.66% | -0.12% | -1.21% | |
| 7 | COP | Conocophillips | 株式-エネルギー | 3.65% | — | -0.06% | |
| 8 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.53% | — | -1.00% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.45% | — | -0.42% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 3.44% | — | -0.63% | |
| 11 | TMUS | T-mobile US INC | 株式-通信サービス | 3.43% | — | -1.66% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 3.18% | — | +46.74% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.12% | — | — | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 3.01% | — | +2164.69% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.81% | — | — | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.55% | — | -0.85% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.38% | -0.10% | — | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 2.23% | — | — | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.09% | — | — | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.08% | — | -1.39% | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.00% | — | +407.53% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 1.90% | -0.76% | +11.98% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.74% | — | -0.32% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.74% | +0.28% | -0.66% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.67% | — | -3.29% | |
| 26 | SDS | ProShares UltraShort S&P500 | 株式-その他 | 1.60% | — | -41.93% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.53% | — | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 1.34% | +0.13% | -0.57% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.03% | -65.87% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 1.20% | +0.28% | -23.63% | |
| 31 | IYC | Ishares US Consumer Discreti | ETF-その他 | 1.10% | — | -0.42% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.92% | -0.09% | -0.01% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.89% | — | +42.80% | |
| 34 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.88% | — | +0.37% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.81% | — | +0.90% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.65% | — | +270.32% | |
| 37 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.60% | — | +0.12% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.60% | — | +118.40% | |
| 39 | ✓ | Proshares Tr | 株式-その他 | 0.59% | — | — | |
| 40 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.58% | — | -0.52% | |
| 41 | NDAQ | Nasdaq INC | 株式-金融 | 0.45% | — | +186.98% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.42% | — | -41.16% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.40% | — | -83.02% | |
| 44 | NOW | Servicenow INC | 株式-IT | 0.40% | — | -3.57% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.36% | — | -4.03% | |
| 46 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.35% | — | -6.27% | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.34% | — | -0.17% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.30% | — | — | |
| 49 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.29% | — | — | |
| 50 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.28% | — | -5.03% |