CIK: 0001752761
申告総資産額
$5.0億
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 24.55% | -1.40% | -2.18% | |
| 2 | PBR | Petroleo Brasileiro-spon Adr | 株式-エネルギー | 6.52% | — | +117.82% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.26% | — | +9.88% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.64% | — | +73.12% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.57% | -0.29% | +0.91% | |
| 6 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 2.48% | — | — | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 2.37% | — | +82.73% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.89% | — | -1.05% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.64% | — | +7.45% | |
| 10 | ATKR | Atkore INC | 株式-その他 | 1.63% | — | +0.62% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.55% | — | +0.72% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.53% | -0.14% | +10.52% | |
| 13 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.45% | — | +2.38% | |
| 14 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.37% | +0.13% | +1.55% | |
| 15 | DIOD | Diodes INC | 株式-その他 | 1.30% | — | +1.86% | |
| 16 | ALB | Albemarle CORP | 株式-素材 | 1.24% | — | +6.92% | |
| 17 | CDW | Cdw Corp/de | 株式-IT | 1.23% | — | +3.05% | |
| 18 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 1.17% | — | +3.38% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.12% | +0.21% | +2.01% | |
| 20 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.07% | — | +2.31% | |
| 21 | AGCO | Agco CORP | 株式-資本財 | 1.07% | — | +4.35% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | +0.06% | -5.00% | |
| 23 | ALLE | Allegion plc | 株式-資本財 | 1.02% | — | — | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.01% | — | +369.58% | |
| 25 | BOIL1EUR | Proshares Ultra Bloomberg NA | ETF-その他 | 1.00% | — | — | |
| 26 | ✓ | Invesco Qqq Tr | 株式-その他 | 0.98% | — | — | |
| 27 | USX1 | United States Steel CORP | 株式-その他 | 0.93% | — | +8.81% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | +1.66% | |
| 29 | ADI | Analog Devices INC | 株式-IT | 0.85% | +0.16% | +2.61% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | — | +2.85% | |
| 31 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.82% | — | +2.88% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | +0.03% | +30.91% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.81% | +0.05% | +9.43% | |
| 34 | SNA | Snap-on INC | 株式-資本財 | 0.72% | — | +3.96% | |
| 35 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.71% | — | +2.36% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.71% | — | +3.47% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | +4.08% | |
| 38 | THO | Thor Industries INC | 株式-一般消費財 | 0.68% | — | +4.71% | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.67% | — | +4.74% | |
| 40 | EVR | Evercore INC - A | 株式-金融 | 0.66% | -0.17% | +4.36% | |
| 41 | MTG | Mgic Investment CORP | 株式-金融 | 0.63% | — | +5.70% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.62% | +0.05% | +5.95% | |
| 43 | AIG | American International Group | 株式-金融 | 0.62% | — | +5.16% | |
| 44 | SWKS | Skyworks Solutions INC | 株式-IT | 0.61% | — | +5.52% | |
| 45 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.60% | -0.23% | +6.22% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.59% | — | -0.09% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +101.56% | |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.53% | — | +4.28% | |
| 49 | PFG | Principal Financial Group | 株式-金融 | 0.53% | — | +7.86% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | +0.07% | +26.85% |