CIK: 0001801792
申告総資産額
$2.1億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 8.06% | -1.33% | -13.27% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.60% | -0.32% | -5.58% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.55% | -0.29% | -4.77% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 5.92% | -0.34% | +1.10% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 5.81% | -0.47% | +2.53% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.65% | -1.03% | +0.31% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.08% | -0.02% | -2.67% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.60% | +0.70% | -1.81% | |
| 9 | LMT | Lockheed Martin CORP | 株式-資本財 | 4.59% | +0.76% | +3.10% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 4.11% | — | +6.10% | |
| 11 | SYK | Stryker CORP | 株式-ヘルスケア | 3.98% | -0.05% | -3.34% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.90% | -1.38% | +21.58% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.84% | -0.30% | +4.47% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.27% | +0.55% | -6.35% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 3.11% | — | +0.87% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 2.76% | +0.54% | +12.82% | |
| 17 | ITW | Illinois Tool Works | 株式-資本財 | 2.61% | +0.23% | — | |
| 18 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.43% | — | +39.73% | |
| 19 | RTN1USD | Raytheon Company | 株式-その他 | 2.24% | — | +2.89% | |
| 20 | D | Dominion Energy INC | 株式-公益事業 | 2.20% | — | +7.69% | |
| 21 | USB | US Bancorp | 株式-金融 | 1.76% | — | +42.34% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.51% | — | +6.64% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.30% | +0.02% | +4.53% | |
| 24 | INTC | Intel CORP | 株式-IT | 1.07% | — | +0.88% | |
| 25 | XEL | Xcel Energy INC | 株式-公益事業 | 0.80% | +0.05% | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | — | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.70% | — | +23.86% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.49% | — | -6.34% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.42% | -0.11% | EXIT | |
| 30 | AEP | American Electric Power | 株式-公益事業 | 0.36% | +0.03% | +9.15% | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.34% | — | — | |
| 32 | MCHP | Microchip Technology INC | 株式-IT | 0.34% | — | — | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.30% | — | -33.64% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.28% | — | — | |
| 35 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.28% | — | -1.75% | |
| 36 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.26% | — | -7.32% | |
| 37 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.24% | — | +7.73% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.23% | — | -14.49% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | +10.75% |