CIK: 0001714341
申告総資産額
$2.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 8.21% | -1.41% | -2.19% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.38% | -0.41% | -1.56% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.31% | -0.35% | +813.94% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.52% | -0.40% | -0.16% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.35% | -0.35% | -1.23% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.34% | -0.35% | -0.14% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.48% | -0.21% | +0.25% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.16% | — | +1.47% | |
| 9 | BAC | Bank Of America CORP | 株式-金融 | 2.13% | -0.24% | -0.99% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.06% | +0.21% | -0.47% | |
| 11 | BX | Blackstone INC | 株式-金融 | 1.75% | -0.40% | +0.45% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.67% | — | -2.20% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.57% | — | -0.27% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.51% | +0.33% | -4.38% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.50% | — | +3.55% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -0.09% | +13.02% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.44% | — | -3.21% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.38% | — | +0.63% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 1.38% | -0.14% | -1.12% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | +0.24% | -3.05% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.29% | — | — | |
| 22 | BG | Bunge Global SA | 株式-生活必需品 | 1.24% | +0.27% | -0.22% | |
| 23 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.18% | -0.15% | +8.85% | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 1.09% | — | -4.77% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.08% | +0.10% | -0.21% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.04% | -0.16% | -0.77% | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 0.96% | — | +0.04% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | — | +1.26% | |
| 29 | GLW | Corning INC | 株式-IT | 0.94% | +0.83% | -18.14% | |
| 30 | MS | Morgan Stanley | 株式-金融 | 0.94% | -0.09% | -0.28% | |
| 31 | FDX | Fedex CORP | 株式-資本財 | 0.93% | +0.12% | -2.12% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | -2.30% | |
| 33 | PANW | Palo Alto Networks INC | 株式-IT | 0.91% | — | — | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.76% | — | — | |
| 35 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.73% | — | +1.79% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.71% | — | -0.27% | |
| 37 | AFL | Aflac INC | 株式-金融 | 0.71% | — | — | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.69% | — | -0.56% | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.65% | — | -2.76% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.65% | — | +2.03% | |
| 41 | PH | Parker Hannifin CORP | 株式-資本財 | 0.63% | — | -0.81% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.61% | — | -2.35% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.18% | -0.14% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | — | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.57% | — | — | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | -0.20% | EXIT | |
| 47 | AIG | American International Group | 株式-金融 | 0.54% | — | -1.20% | |
| 48 | IRM | Iron Mountain INC | 株式-不動産 | 0.53% | +0.10% | -1.04% | |
| 49 | CTAS | Cintas CORP | 株式-資本財 | 0.53% | — | — | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | -0.30% | EXIT |