CIK: 0002030055
申告総資産額
$2.9億
| # | 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 | 7.21% | — | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.95% | +0.17% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.40% | -1.20% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.96% | -0.04% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.63% | -0.07% | — | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.09% | -0.05% | — | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.72% | +0.08% | — | |
| 8 | VFH | Vanguard Financials ETF | ETF-その他 | 2.03% | -0.23% | — | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.01% | +0.31% | — | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.85% | +0.51% | — | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.82% | -0.16% | — | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.79% | -0.11% | — | |
| 13 | PH | Parker Hannifin CORP | 株式-資本財 | 1.78% | — | — | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.77% | +0.33% | — | |
| 15 | WELL | Welltower INC | 株式-不動産 | 1.32% | — | — | |
| 16 | SPGI | S&p Global INC | 株式-金融 | 1.32% | -0.55% | — | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.31% | -0.16% | — | |
| 18 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.23% | -0.34% | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.17% | -0.04% | — | |
| 20 | PGR | Progressive CORP | 株式-金融 | 1.14% | -0.11% | — | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.11% | — | — | |
| 22 | WMB | Williams Cos INC | 株式-エネルギー | 1.11% | +0.24% | — | |
| 23 | APH | Amphenol Corp-cl A | 株式-IT | 1.10% | — | — | |
| 24 | NOW | Servicenow INC | 株式-IT | 1.09% | -0.16% | — | |
| 25 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.04% | — | — | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.96% | -0.22% | — | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.95% | — | — | |
| 28 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.87% | +0.25% | — | |
| 29 | ETN | Eaton Corporation plc | 株式-資本財 | 0.84% | — | — | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.83% | — | — | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.79% | — | — | |
| 32 | TFC | Truist Financial CORP | 株式-金融 | 0.72% | — | — | |
| 33 | AXP | American Express Co | 株式-金融 | 0.70% | -0.07% | — | |
| 34 | PANW | Palo Alto Networks INC | 株式-IT | 0.70% | — | — | |
| 35 | RACE | Ferrari N.V. | 株式-一般消費財 | 0.68% | -0.10% | — | |
| 36 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.67% | — | — | |
| 37 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.66% | — | — | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | — | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.65% | — | — | |
| 40 | SPG | Simon Property Group INC | 株式-不動産 | 0.62% | — | — | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | — | |
| 43 | SYF | Synchrony Financial | 株式-金融 | 0.59% | — | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | — | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.56% | — | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | — | |
| 47 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.51% | — | — | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.51% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | — | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.50% | — | — |