CIK: 0002022076
申告総資産額
$1.7億
| # | 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 | 11.55% | -0.49% | +0.96% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.88% | -1.55% | +0.08% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.58% | -0.12% | +0.36% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 4.29% | -0.06% | +0.03% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.05% | +0.69% | — | |
| 6 | ✓ | Alphabet Inc. | 株式-その他 | 3.97% | -0.33% | — | |
| 7 | WMT | Walmart INC | 株式-生活必需品 | 3.78% | +0.52% | — | |
| 8 | MCK | Mckesson CORP | 株式-ヘルスケア | 3.68% | +0.32% | +0.11% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 3.21% | -0.67% | +0.39% | |
| 10 | ✓ | Alphabet Inc. | 株式-その他 | 3.03% | -0.25% | +0.33% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.82% | -0.05% | — | |
| 12 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 2.46% | -0.05% | — | |
| 13 | ACN | Accenture plc | 株式-IT | 2.20% | -0.30% | — | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 1.78% | +0.18% | +0.10% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.76% | — | +0.14% | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 1.68% | +0.11% | +0.62% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | +0.33% | +0.13% | |
| 18 | PGR | Progressive CORP | 株式-金融 | 1.47% | -0.12% | — | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.40% | -0.14% | -0.03% | |
| 20 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.35% | — | +0.38% | |
| 21 | ✓ | AbbVie Inc. | 株式-その他 | 1.35% | -0.03% | — | |
| 22 | ✓ | ConocoPhillips | 株式-その他 | 1.31% | +0.39% | +0.54% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | — | — | |
| 24 | ✓ | Meta Platforms, Inc. | 株式-その他 | 1.19% | -0.12% | +0.90% | |
| 25 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 1.08% | +0.09% | +0.14% | |
| 26 | ✓ | Alimentation Couche-tard INC | 株式-その他 | 1.08% | — | +0.23% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | — | — | |
| 28 | ✓ | NVR, Inc. | 株式-その他 | 0.96% | -0.05% | — | |
| 29 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.96% | +0.07% | +0.13% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.39% | +0.79% | |
| 31 | CCJ | Cameco CORP | 株式-エネルギー | 0.87% | +0.27% | -37.92% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.87% | -0.04% | — | |
| 33 | CF | Cf Industries Holdings INC | 株式-素材 | 0.86% | +0.46% | +0.10% | |
| 34 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.85% | -0.06% | +0.97% | |
| 35 | ✓ | Diageo plc | 株式-その他 | 0.85% | -0.04% | -1.22% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | -0.05% | +0.21% | |
| 37 | ✓ | Comcast Corporation | 株式-その他 | 0.69% | — | -0.55% | |
| 38 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.62% | — | +0.15% | |
| 39 | FICO | Fair Isaac CORP | 株式-IT | 0.61% | -0.15% | — | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.60% | -0.05% | +0.69% | |
| 41 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.56% | +0.08% | — | |
| 42 | ✓ | Select Sector Spdr Tr | 株式-その他 | 0.54% | -0.03% | — | |
| 43 | ✓ | Verizon Communications Inc. | 株式-その他 | 0.51% | +0.09% | -3.98% | |
| 44 | FMX | Fomento Economico Mex-sp Adr | 株式-その他 | 0.51% | +0.07% | — | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.08% | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.46% | — | — | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | +0.56% | |
| 48 | ✓ | Select Sector Spdr Tr | 株式-その他 | 0.41% | — | — | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.39% | — | — |