CIK: 0001854428
申告総資産額
$1.4億
| # | 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 | 8.86% | +0.44% | +9.96% | |
| 2 | CSCO | Cisco Systems INC | 株式-IT | 5.81% | +0.29% | +7.28% | |
| 3 | AXP | American Express Co | 株式-金融 | 4.91% | -1.21% | -4.44% | |
| 4 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.41% | -0.67% | +7.27% | |
| 5 | SCCO | Southern Copper CORP | 株式-素材 | 3.63% | +0.82% | +2.20% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.53% | -0.64% | -6.43% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.38% | -0.48% | +5.72% | |
| 8 | PM | Philip Morris International | 株式-生活必需品 | 3.36% | +0.17% | +11.30% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.23% | +0.17% | +64.64% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.05% | +0.33% | +0.11% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 2.86% | -2.34% | +3.97% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 2.52% | +0.45% | +12.06% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.48% | +0.44% | +3.85% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 2.27% | — | +13.12% | |
| 15 | CRM | Salesforce INC | 株式-IT | 2.26% | -0.43% | +6.53% | |
| 16 | TXN | Texas Instruments INC | 株式-IT | 2.24% | +0.27% | +9.83% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.22% | -0.31% | — | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 2.19% | — | +16.37% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.11% | +0.05% | +2.18% | |
| 20 | COP | Conocophillips | 株式-エネルギー | 2.10% | +0.88% | +5.85% | |
| 21 | SECT | Main Sector Rotation ETF | ETF-その他 | 1.94% | — | -0.56% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.87% | -0.43% | -10.90% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 1.84% | -0.33% | -9.79% | |
| 24 | XLB | Ss Materials Select Sector | ETF-その他 | 1.82% | — | +84.46% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.81% | -0.27% | +75.95% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.81% | — | -9.30% | |
| 27 | EOG | Eog Resources INC | 株式-エネルギー | 1.62% | +0.78% | +8.33% | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.39% | +0.06% | +4.91% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.16% | — | +17.06% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.03% | +0.06% | +2.20% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.83% | +0.13% | +85.55% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.82% | — | +76.59% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | +49.07% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.80% | -0.80% | EXIT | |
| 35 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.79% | -0.79% | EXIT | |
| 36 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.75% | — | — | |
| 37 | FTNT | Fortinet INC | 株式-IT | 0.70% | — | +68.46% | |
| 38 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.70% | — | +41.44% | |
| 39 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.69% | -0.69% | EXIT | |
| 40 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.68% | — | -3.74% | |
| 41 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.66% | — | -3.33% | |
| 42 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.66% | — | -3.20% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.65% | +0.14% | +90.11% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.58% | — | +28.64% | |
| 45 | GABC | German American Bancorp | 株式-その他 | 0.56% | — | — | |
| 46 | SMCI | Super Micro Computer INC | 株式-IT | 0.46% | -0.46% | EXIT | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.41% | — | +1.37% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.32% | -0.32% | EXIT | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.27% | -0.27% | EXIT | |
| 50 | EPAM | Epam Systems INC | 株式-IT | 0.25% | — | -29.56% |