CIK: 0002010186
申告総資産額
$78.2億
上位200銘柄を表示中（全1197銘柄）
| # | 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 | 6.72% | -0.96% | -1.02% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.75% | — | -1.39% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.49% | +0.77% | -2.25% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.15% | -0.24% | -1.58% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.74% | +0.27% | +0.70% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.73% | +0.27% | -1.73% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.65% | -0.28% | +0.09% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.64% | +0.45% | +0.81% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.50% | -0.31% | -0.79% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.20% | — | -1.81% | |
| 11 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.96% | — | -1.83% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.82% | -0.55% | -2.94% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.74% | +0.23% | -1.78% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.73% | -0.20% | -1.99% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.68% | +0.35% | +4.62% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.53% | — | +0.69% | |
| 17 | LIN | Linde plc | 株式-素材 | 1.48% | +0.24% | -5.55% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.37% | +0.26% | -4.38% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.29% | -0.12% | -2.08% | |
| 20 | DE | Deere & Co | 株式-資本財 | 1.25% | +0.20% | +3.65% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.23% | -0.39% | +0.73% | |
| 22 | INTU | Intuit INC | 株式-IT | 1.19% | -0.61% | +2.21% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.11% | +0.25% | -3.05% | |
| 24 | ETN | Eaton Corporation plc | 株式-資本財 | 1.08% | +0.45% | +9.82% | |
| 25 | ADI | Analog Devices INC | 株式-IT | 1.08% | +0.44% | +0.39% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.06% | — | -5.75% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | +0.16% | -2.37% | |
| 28 | DUK | Duke Energy CORP | 株式-公益事業 | 0.96% | +0.03% | -0.18% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.95% | -0.48% | -3.71% | |
| 30 | CB | Chubb Limited | 株式-金融 | 0.89% | — | -0.95% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.87% | -0.26% | +0.94% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.84% | -0.36% | +2.64% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | +7.17% | |
| 34 | ASML | ASML Holding N.V. | 株式-IT | 0.82% | +0.23% | -1.85% | |
| 35 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 0.79% | — | -1.23% | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.79% | — | -1.98% | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.76% | -0.25% | -0.79% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.76% | — | +1.19% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | +0.27% | +2.43% | |
| 40 | ITW | Illinois Tool Works | 株式-資本財 | 0.71% | — | -1.52% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | +0.26% | +5.35% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | — | -0.39% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.70% | — | +0.76% | |
| 44 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.69% | -0.07% | -2.31% | |
| 45 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.68% | — | -2.70% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.66% | -0.10% | -7.04% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.64% | -0.07% | -5.92% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | -5.06% | |
| 49 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.57% | -0.08% | -11.12% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.54% | -0.35% | +2.62% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | -1.02% | 減少 |
| 2 | GOOG | Alphabet Inc-cl C | +1.2% | -2.25% | 減少 |
| 3 | NVDA | Nvidia CORP | +1.1% | +0.70% | 増加 |
| 4 | ETN | Eaton Corporation plc | +0.9% | +9.82% | 増加 |
| 5 | PANW | Palo Alto Networks INC | +0.5% | +4878.67% | 増加 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -1.58% | 減少 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -4.38% | 減少 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +0.69% | 増加 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.3% | -1.73% | 増加 |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.3% | — | 増加 |
| 11 | AMZN | Amazon.com INC | +0.3% | +0.81% | 増加 |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +4.62% | 増加 |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +229.64% | 増加 |
| 14 | BIV | Vanguard Intermediate-term B | +0.2% | +8889.56% | 増加 |
| 15 | ASML | ASML Holding N.V. | +0.1% | -1.85% | 減少 |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.35% | 増加 |
| 17 | ADI | Analog Devices INC | +0.1% | +0.39% | 増加 |
| 18 | IEMG | Ishares Core Msci Emerging | +0.1% | -0.28% | 増加 |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.39% | 増加 |
| 20 | AVGO | Broadcom INC | +0.1% | +5.78% | 増加 |
| 21 | ORCL | Oracle CORP | +0.1% | -0.92% | 増加 |
| 22 | AAPL | Apple INC | +0.1% | -1.39% | 減少 |
| 23 | TJX | Tjx Companies INC | +0.1% | -1.83% | 減少 |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.43% | 増加 |
| 25 | TSLA | Tesla INC | +0.1% | +0.78% | 増加 |
| 26 | LH | Labcorp Holdings INC | +0.1% | -1.23% | 減少 |
| 27 | INTU | Intuit INC | +0.1% | +2.21% | 増加 |
| 28 | AXP | American Express Co | 0% | -0.43% | 減少 |
| 29 | NEE | Nextera Energy INC | -0.1% | -3.05% | 増加 |
| 30 | LOW | Lowe's Cos INC | -0.1% | -1.99% | 減少 |
| 31 | MCD | Mcdonald's CORP | -0.1% | -7.84% | 減少 |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -23.64% | 減少 |
| 33 | ZTS | Zoetis INC | -0.2% | -2.31% | 増加 |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | +2.62% | 増加 |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -7.04% | 減少 |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -39.79% | 減少 |
| 37 | MA | Mastercard INC - A | -0.2% | -0.79% | 減少 |
| 38 | NKE | Nike INC -cl B | -0.2% | -25.94% | 減少 |
| 39 | BAH | Booz Allen Hamilton Holdings | -0.2% | -2.70% | 減少 |
| 40 | AMT | American Tower CORP | -0.3% | -5.92% | 減少 |
| 41 | CVX | Chevron CORP | -0.3% | -2.37% | 減少 |
| 42 | PEP | Pepsico INC | -0.3% | -5.75% | 減少 |
| 43 | COST | Costco Wholesale CORP | -0.3% | -1.78% | 減少 |
| 44 | AMGN | Amgen INC | -0.3% | -2.08% | 減少 |
| 45 | ACN | Accenture plc | -0.4% | -3.71% | 減少 |
| 46 | UNH | Unitedhealth Group INC | -0.5% | +7.17% | 増加 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +0.09% | 減少 |
| 48 | PG | Procter & Gamble Co/the | -0.6% | -1.81% | 減少 |
| 49 | FDX | Fedex CORP | -0.7% | -13.70% | 減少 |
| 50 | FCF | First Commonwealth Finl CORP | — | NEW | 新規購入 |