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 | 5.99% | — | -2.74% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.67% | — | +1.24% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.12% | — | -2.10% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.42% | — | -1.14% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.04% | — | -2.87% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.96% | — | +0.12% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.25% | — | -0.39% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.04% | — | +1.19% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.90% | — | +13.09% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.88% | — | +0.02% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 1.86% | — | +1.32% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.80% | — | +1.22% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.49% | — | +940.00% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.43% | — | -2.64% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.36% | — | -1.61% | |
| 16 | ETN | Eaton Corporation plc | 株式-資本財 | 1.33% | — | +1.44% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.20% | — | +1.86% | |
| 18 | MS | Morgan Stanley | 株式-金融 | 1.15% | — | +1.43% | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 1.14% | — | +0.78% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.14% | — | +3.51% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.13% | — | +3.88% | |
| 22 | AXP | American Express Co | 株式-金融 | 1.07% | — | +1.42% | |
| 23 | AMD | Advanced Micro Devices | 株式-IT | 0.98% | — | -3.94% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | +1.27% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | — | +1.43% | |
| 26 | PWR | Quanta Services INC | 株式-資本財 | 0.88% | — | -0.71% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | -0.68% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.84% | — | -1.47% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.82% | — | -0.77% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.82% | — | -1.68% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | -1.80% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | — | +1.35% | |
| 33 | VLO | Valero Energy CORP | 株式-エネルギー | 0.75% | — | +1.49% | |
| 34 | CI | THE Cigna Group | 株式-ヘルスケア | 0.71% | — | +0.80% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | +1.25% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.67% | — | -1.38% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.65% | — | +1.19% | |
| 38 | BX | Blackstone INC | 株式-金融 | 0.65% | — | +1.50% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.64% | — | +1.35% | |
| 40 | PLD | Prologis INC | 株式-不動産 | 0.64% | — | +1.32% | |
| 41 | KKR | Kkr & Co INC | 株式-金融 | 0.63% | — | -0.99% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | +1.41% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.62% | — | +0.93% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.61% | — | +1.18% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.56% | — | +1.57% | |
| 46 | UBER | Uber Technologies INC | 株式-資本財 | 0.56% | — | -2.15% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | -18.63% | |
| 48 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.53% | — | +1.13% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.52% | — | +1.68% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.52% | — | -2.36% |