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 | AAPL | Apple INC | 株式-IT | 9.00% | -0.29% | -5.54% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.65% | -0.32% | -2.85% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.81% | -1.33% | -3.22% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.80% | -1.03% | -3.03% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 5.50% | -0.34% | -3.03% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 5.47% | -0.47% | -0.56% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 5.13% | -1.38% | +1.02% | |
| 8 | SYK | Stryker CORP | 株式-ヘルスケア | 4.24% | -0.05% | +0.09% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.21% | -0.02% | -3.18% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.11% | +0.70% | +2.97% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 3.98% | — | -2.92% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.83% | -0.30% | -2.85% | |
| 13 | SO | Southern Co/the | 株式-公益事業 | 3.48% | +0.54% | -2.43% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.43% | +0.76% | +0.19% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.04% | +0.55% | -1.00% | |
| 16 | USB | US Bancorp | 株式-金融 | 2.98% | — | +2.78% | |
| 17 | ITW | Illinois Tool Works | 株式-資本財 | 2.72% | +0.23% | +1.40% | |
| 18 | ADBE | Adobe INC | 株式-IT | 2.23% | — | +126.14% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 2.15% | — | -9.28% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.14% | — | -1.45% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 1.98% | +0.31% | -4.08% | |
| 22 | D | Dominion Energy INC | 株式-公益事業 | 1.72% | — | +0.07% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 1.59% | — | -7.43% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.18% | +0.02% | -1.44% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | -13.00% | |
| 26 | XEL | Xcel Energy INC | 株式-公益事業 | 0.63% | +0.05% | — | |
| 27 | INTC | Intel CORP | 株式-IT | 0.53% | — | -6.47% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.47% | +0.14% | — | |
| 29 | MCHP | Microchip Technology INC | 株式-IT | 0.44% | — | -9.31% | |
| 30 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.44% | — | +38.40% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.36% | — | +300.00% | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 0.31% | — | — | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.29% | -0.11% | EXIT | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | — | |
| 36 | AEP | American Electric Power | 株式-公益事業 | 0.18% | +0.03% | +7.98% | |
| 37 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.18% | — | -33.99% | |
| 38 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.18% | — | -3.88% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.17% | — | — | |
| 40 | AMD | Advanced Micro Devices | 株式-IT | 0.17% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe INC | +1.2% | +126.14% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.6% | -2.85% | 減少 |
| 3 | USB | US Bancorp | +0.5% | +2.78% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -3.03% | 減少 |
| 5 | SYK | Stryker CORP | +0.3% | +0.09% | 増加 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +1.02% | 増加 |
| 7 | RTX | Rtx CORP | +0.2% | -4.08% | 減少 |
| 8 | BHP | Bhp Group Ltd-spon Adr | +0.2% | +38.40% | 増加 |
| 9 | BLKCHF | Blackrock INC | +0.1% | -7.43% | 減少 |
| 10 | MCHP | Microchip Technology INC | 0% | -9.31% | 減少 |
| 11 | ADP | Automatic Data Processing | 0% | — | 変化なし |
| 12 | SO | Southern Co/the | 0% | -2.43% | 減少 |
| 13 | NEE | Nextera Energy INC | 0% | +300.00% | 増加 |
| 14 | VOO | Vanguard S&p 500 ETF | 0% | — | 変化なし |
| 15 | OEF | Ishares S&p 100 ETF | — | -0.29% | 減少 |
| 16 | AEP | American Electric Power | — | +7.98% | 増加 |
| 17 | LULU | Lululemon Athletica INC | 0% | -3.88% | 減少 |
| 18 | UNH | Unitedhealth Group INC | 0% | -3.03% | 減少 |
| 19 | JNJ | Johnson & Johnson | 0% | +2.97% | 増加 |
| 20 | VZ | Verizon Communications INC | 0% | — | 変化なし |
| 21 | V | Visa Inc-class A Shares | -0.1% | -0.56% | 減少 |
| 22 | ITW | Illinois Tool Works | -0.1% | +1.40% | 増加 |
| 23 | RPG | Invesco S&p 500 Pure Growth | -0.1% | -33.99% | 減少 |
| 24 | XEL | Xcel Energy INC | -0.1% | — | 変化なし |
| 25 | AAPL | Apple INC | -0.1% | -5.54% | 減少 |
| 26 | PFF | Ishares Preferred & Income S | -0.1% | -1.45% | 減少 |
| 27 | INTC | Intel CORP | -0.1% | -6.47% | 減少 |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -1.44% | 減少 |
| 29 | COST | Costco Wholesale CORP | -0.1% | -1.00% | 減少 |
| 30 | CSCO | Cisco Systems INC | -0.1% | -9.28% | 減少 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -3.18% | 減少 |
| 32 | META | Meta Platforms Inc-class A | -0.2% | -13.00% | 減少 |
| 33 | D | Dominion Energy INC | -0.3% | +0.07% | 増加 |
| 34 | MSFT | Microsoft CORP | -0.5% | -3.22% | 減少 |
| 35 | LMT | Lockheed Martin CORP | -0.6% | +0.19% | 増加 |
| 36 | AMZN | Amazon.com INC | -0.7% | -2.85% | 減少 |
| 37 | HD | Home Depot INC | -0.7% | -2.92% | 減少 |
| 38 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 39 | IMCB | Ishares Morningstar Mid-cap | — | EXIT | 全売却 |
| 40 | MMM | 3m Co | — | NEW | 新規購入 |
| 41 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |