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 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.08% | -0.32% | -10.61% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.87% | -0.29% | -0.21% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.74% | -1.33% | -11.36% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 5.69% | -0.47% | -2.69% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.68% | -1.03% | -1.40% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 5.66% | -0.34% | -3.64% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.60% | -1.38% | +18.82% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 4.53% | — | -2.10% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.16% | +0.70% | +0.39% | |
| 10 | LMT | Lockheed Martin CORP | 株式-資本財 | 4.07% | +0.76% | -1.76% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.04% | -0.02% | -3.01% | |
| 12 | SYK | Stryker CORP | 株式-ヘルスケア | 3.67% | -0.05% | +1.43% | |
| 13 | SO | Southern Co/the | 株式-公益事業 | 3.34% | +0.54% | +50.44% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.33% | -0.30% | -1.09% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 3.19% | — | +2.99% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.95% | +0.55% | +0.90% | |
| 17 | ITW | Illinois Tool Works | 株式-資本財 | 2.62% | +0.23% | -2.70% | |
| 18 | USB | US Bancorp | 株式-金融 | 2.44% | — | +54.01% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.34% | — | +5.36% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 2.28% | +0.31% | — | |
| 21 | D | Dominion Energy INC | 株式-公益事業 | 2.17% | — | +4.53% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.52% | — | -2.53% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | +0.02% | +2.45% | |
| 24 | INTC | Intel CORP | 株式-IT | 0.97% | — | -2.32% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | -7.56% | |
| 26 | ADBE | Adobe INC | 株式-IT | 0.80% | — | +0.53% | |
| 27 | XEL | Xcel Energy INC | 株式-公益事業 | 0.69% | +0.05% | — | |
| 28 | MCHP | Microchip Technology INC | 株式-IT | 0.44% | — | — | |
| 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 | 0.37% | +0.03% | +23.61% | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.31% | — | — | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.31% | — | +22.86% | |
| 33 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.27% | — | -2.26% | |
| 34 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.27% | — | — | |
| 35 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.25% | — | -9.52% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.20% | — | -17.93% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.20% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.3% | -0.21% | 減少 |
| 2 | LLY | Eli Lilly & Co | +0.7% | +18.82% | 増加 |
| 3 | USB | US Bancorp | +0.7% | +54.01% | 増加 |
| 4 | SO | Southern Co/the | +0.6% | +50.44% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.5% | -10.61% | 減少 |
| 6 | HD | Home Depot INC | +0.4% | -2.10% | 減少 |
| 7 | ADBE | Adobe INC | +0.1% | +0.53% | 増加 |
| 8 | MCHP | Microchip Technology INC | +0.1% | — | 変化なし |
| 9 | CSCO | Cisco Systems INC | +0.1% | +2.99% | 増加 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | -7.56% | 減少 |
| 11 | GOOG | Alphabet Inc-cl C | 0% | -1.40% | 減少 |
| 12 | BHP | Bhp Group Ltd-spon Adr | 0% | — | 変化なし |
| 13 | ITW | Illinois Tool Works | 0% | -2.70% | 減少 |
| 14 | BLKCHF | Blackrock INC | 0% | -2.53% | 減少 |
| 15 | AEP | American Electric Power | 0% | +23.61% | 増加 |
| 16 | NEE | Nextera Energy INC | 0% | +22.86% | 増加 |
| 17 | RPG | Invesco S&p 500 Pure Growth | 0% | -2.26% | 減少 |
| 18 | OEF | Ishares S&p 100 ETF | — | -1.77% | 減少 |
| 19 | VOO | Vanguard S&p 500 ETF | — | — | 変化なし |
| 20 | D | Dominion Energy INC | 0% | +4.53% | 増加 |
| 21 | ADP | Automatic Data Processing | 0% | — | 変化なし |
| 22 | IMCB | Ishares Morningstar Mid-cap | 0% | -9.52% | 減少 |
| 23 | VO | Vanguard Mid-cap ETF | 0% | -17.93% | 減少 |
| 24 | VZ | Verizon Communications INC | 0% | — | 変化なし |
| 25 | PFF | Ishares Preferred & Income S | -0.1% | +5.36% | 増加 |
| 26 | PG | Procter & Gamble Co/the | -0.1% | +2.45% | 増加 |
| 27 | INTC | Intel CORP | -0.1% | -2.32% | 減少 |
| 28 | XEL | Xcel Energy INC | -0.1% | — | 変化なし |
| 29 | V | Visa Inc-class A Shares | -0.1% | -2.69% | 減少 |
| 30 | UNH | Unitedhealth Group INC | -0.3% | -3.64% | 減少 |
| 31 | SYK | Stryker CORP | -0.3% | +1.43% | 増加 |
| 32 | MSFT | Microsoft CORP | -0.3% | -11.36% | 減少 |
| 33 | COST | Costco Wholesale CORP | -0.3% | +0.90% | 増加 |
| 34 | JNJ | Johnson & Johnson | -0.4% | +0.39% | 増加 |
| 35 | JPM | Jpmorgan Chase & Co | -0.5% | -1.09% | 減少 |
| 36 | LMT | Lockheed Martin CORP | -0.5% | -1.76% | 減少 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | -3.01% | 減少 |
| 38 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 39 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 40 | VYM | Vanguard High Dvd Yield ETF | — | EXIT | 全売却 |
| 41 | MMM | 3m Co | — | NEW | 新規購入 |