CIK: 0001767343
申告総資産額
$5.4億
| # | 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 | 5.19% | +0.18% | +0.04% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.15% | +0.61% | +20.19% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.15% | — | +6.48% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.99% | +0.03% | +2.77% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.89% | +0.12% | +0.85% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.88% | — | +0.76% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.77% | -0.01% | +2.85% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.69% | — | +1.52% | |
| 9 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 2.43% | -0.04% | +1.85% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.40% | -0.05% | +93.65% | |
| 11 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 2.17% | — | +7.04% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.17% | -0.45% | +24.04% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.03% | +0.03% | -1.60% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.96% | — | +1.99% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.86% | — | -3.15% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.82% | +0.08% | +0.87% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.76% | +0.01% | +4.27% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.75% | — | -0.31% | |
| 19 | ADI | Analog Devices INC | 株式-IT | 1.59% | +0.04% | -3.12% | |
| 20 | CSX | Csx CORP | 株式-資本財 | 1.57% | — | -2.60% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.54% | — | +3.45% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.54% | +0.31% | +0.18% | |
| 23 | PH | Parker Hannifin CORP | 株式-資本財 | 1.51% | -0.06% | -1.01% | |
| 24 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.47% | — | +1.04% | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.43% | — | +2.05% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.42% | — | -0.17% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.39% | — | +1.58% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 1.39% | — | -0.43% | |
| 29 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.36% | — | -7.33% | |
| 30 | ADBE | Adobe INC | 株式-IT | 1.34% | — | — | |
| 31 | DG | Dollar General CORP | 株式-生活必需品 | 1.32% | — | -2.34% | |
| 32 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 1.24% | — | -3.10% | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.20% | — | -1.45% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | +0.11% | +0.26% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.18% | — | +10.37% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.13% | — | -3.73% | |
| 37 | ACN | Accenture plc | 株式-IT | 1.07% | — | +23.76% | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 1.05% | — | — | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 1.03% | — | +7.22% | |
| 40 | ETN | Eaton Corporation plc | 株式-資本財 | 1.01% | +0.02% | +7.09% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.99% | — | -1.99% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.98% | — | -5.84% | |
| 43 | VFH | Vanguard Financials ETF | ETF-その他 | 0.95% | — | -7.03% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.92% | — | -0.99% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | +0.05% | -4.28% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.86% | — | -0.75% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | -5.76% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.80% | +0.40% | — | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.74% | — | +0.05% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.74% | +0.02% | +45.45% |