CIK: 0001715862
申告総資産額
$4.2億
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.43% | -0.16% | +0.11% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.87% | -0.45% | +0.04% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.76% | -1.11% | +0.31% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 4.76% | -0.42% | -1.89% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.82% | -0.20% | -0.08% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.90% | -0.99% | +0.57% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.72% | -0.17% | +0.22% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.55% | -0.64% | -1.61% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.04% | — | — | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.97% | +0.29% | -0.20% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.70% | — | -6.46% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.64% | -0.14% | +84.24% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | -0.13% | +1.04% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | +0.32% | -0.67% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.33% | +1.26% | NEW | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.23% | — | +0.08% | |
| 17 | GE | General Electric | 株式-資本財 | 1.21% | — | +0.06% | |
| 18 | CRM | Salesforce INC | 株式-IT | 1.17% | -1.30% | EXIT | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.12% | -0.73% | +20.33% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.08% | — | -4.85% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.02% | — | +0.60% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | -0.47% | |
| 23 | LIN | Linde plc | 株式-素材 | 0.98% | — | -0.11% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | +0.69% | |
| 25 | C | Citigroup INC | 株式-金融 | 0.96% | — | -0.33% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | +0.25% | +0.33% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | -0.27% | +21.54% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | — | +0.62% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.88% | — | -0.75% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.86% | — | +0.07% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.85% | -0.14% | +1.09% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.82% | — | +0.78% | |
| 33 | ADI | Analog Devices INC | 株式-IT | 0.80% | +0.18% | -0.77% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | +1.23% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.15% | +0.85% | |
| 36 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.78% | — | +149.43% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.76% | — | +0.40% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | +0.81% | |
| 39 | ITW | Illinois Tool Works | 株式-資本財 | 0.74% | — | -0.98% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | +0.29% | -1.07% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.71% | — | +0.48% | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.68% | — | -0.70% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.67% | — | -5.60% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.66% | +0.19% | +0.69% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | — | +91.81% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | -0.57% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | -0.91% | |
| 48 | PAYX | Paychex INC | 株式-IT | 0.59% | — | -1.12% | |
| 49 | BLK | Blackrock INC | 株式-金融 | 0.59% | — | -0.88% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | -0.51% | +43.97% |