CIK: 0001911621
申告総資産額
$2.7億
| # | 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 | 4.12% | -0.15% | +27.08% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.97% | -1.60% | +112.07% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.63% | +2.88% | +69.22% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.48% | — | -21.63% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.14% | -1.25% | +19.26% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.73% | -0.93% | +73.69% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.18% | -0.33% | +177.37% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.11% | -0.52% | +404.89% | |
| 9 | UL | Unilever PLC | 株式-生活必需品 | 2.01% | — | +260.41% | |
| 10 | WMB | Williams Cos INC | 株式-エネルギー | 2.01% | +0.26% | -11.87% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.79% | -1.07% | EXIT | |
| 12 | FLO | Flowers Foods INC | 株式-生活必需品 | 1.77% | — | -3.93% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.71% | — | -17.62% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.68% | — | -0.88% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.68% | — | +66.16% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 1.66% | -0.66% | — | |
| 17 | ACN | Accenture plc | 株式-IT | 1.55% | -0.33% | — | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.52% | — | -15.72% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.51% | — | -20.60% | |
| 20 | PAVE | Global X US Infrastructure | ETF-その他 | 1.43% | — | +118.17% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.42% | -2.22% | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.37% | — | -2.41% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.36% | -0.86% | — | |
| 24 | ET | Energy Transfer LP | 株式-エネルギー | 1.35% | — | -1.00% | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 1.33% | -1.09% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | — | +34.98% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.27% | +0.38% | +31.80% | |
| 28 | OKE | Oneok INC | 株式-エネルギー | 1.25% | +0.95% | -67.15% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.13% | -0.17% | -1.80% | |
| 30 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 1.10% | — | -47.06% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | -0.42% | — | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.01% | — | +31.67% | |
| 33 | ADBE | Adobe INC | 株式-IT | 1.01% | -0.24% | EXIT | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 1.00% | — | +215.46% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | — | +55.51% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.95% | -0.96% | EXIT | |
| 37 | GHC | Graham Holdings Co-class B | 株式-資本財 | 0.91% | — | -50.00% | |
| 38 | OGE | Oge Energy CORP | 株式-公益事業 | 0.87% | — | -52.35% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.85% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | -0.41% | +138.55% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.82% | — | +43.40% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.82% | -0.64% | EXIT | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | — | -17.19% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.78% | -0.62% | EXIT | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.77% | — | -31.26% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | — | -10.20% | |
| 47 | SNA | Snap-on INC | 株式-資本財 | 0.72% | — | — | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.71% | — | -14.49% | |
| 49 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.67% | -0.51% | EXIT | |
| 50 | BIIB | Biogen INC | 株式-ヘルスケア | 0.65% | — | — |