CIK: 0001734565
申告総資産額
$7.2億
| # | 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 | 5.58% | — | -10.89% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.39% | — | -39.78% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.33% | — | +402.22% | |
| 4 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 3.00% | — | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.55% | — | -29.49% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.45% | — | -14.15% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.19% | — | +1.49% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.99% | — | +1.10% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.84% | — | +1.09% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.68% | — | +14.23% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | — | +13.97% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.57% | — | +86.02% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | — | +814.63% | |
| 14 | VOX | Vanguard Communication Servi | ETF-その他 | 1.53% | — | — | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.36% | — | -5.27% | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.34% | — | +52.32% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | — | +5.52% | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.23% | — | — | |
| 19 | MS | Morgan Stanley | 株式-金融 | 1.21% | — | +9.48% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.17% | — | +0.81% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | — | +0.92% | |
| 22 | AMAT | Applied Materials INC | 株式-IT | 1.08% | — | +3.09% | |
| 23 | TGT | Target CORP | 株式-一般消費財 | 1.03% | — | -3.74% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.00% | — | -40.46% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.97% | — | +1.34% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.97% | — | +1.49% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.94% | — | +47.34% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.92% | — | +1.50% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 0.92% | — | +0.57% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | — | +37.43% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.90% | — | +1.42% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.87% | — | +23.26% | |
| 33 | EOG | Eog Resources INC | 株式-エネルギー | 0.87% | — | — | |
| 34 | BKR | Baker Hughes Co | 株式-エネルギー | 0.87% | — | +1.65% | |
| 35 | VLO | Valero Energy CORP | 株式-エネルギー | 0.84% | — | -38.39% | |
| 36 | CI | THE Cigna Group | 株式-ヘルスケア | 0.82% | — | +1.56% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.81% | — | +0.37% | |
| 38 | AXP | American Express Co | 株式-金融 | 0.80% | — | +17.24% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | -12.78% | |
| 40 | DREUSD | Duke Realty CORP | 株式-その他 | 0.71% | — | +1.37% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.70% | — | +1.34% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | — | -19.73% | |
| 43 | AEP | American Electric Power | 株式-公益事業 | 0.66% | — | — | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.65% | — | +0.85% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.64% | — | -0.26% | |
| 46 | DTE | Dte Energy Company | 株式-公益事業 | 0.64% | — | +1.20% | |
| 47 | DVN | Devon Energy CORP | 株式-エネルギー | 0.63% | — | +45.49% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.62% | — | +21.45% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.60% | — | +1.46% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.60% | — | +0.96% |