CIK: 0001950556
申告総資産額
$3225.0万
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.50% | -1.77% | +9.27% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.42% | — | -2.09% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.36% | -0.67% | +16.29% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.82% | +3.76% | +37.72% | |
| 5 | AMP | Ameriprise Financial INC | 株式-金融 | 2.81% | -0.27% | -0.54% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.71% | — | +27.21% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.57% | -0.59% | +17.49% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.38% | -0.09% | +0.54% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.35% | — | +18.70% | |
| 10 | WMB | Williams Cos INC | 株式-エネルギー | 2.23% | +0.12% | -8.53% | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 1.94% | +0.05% | +2.82% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.86% | -0.18% | +2.74% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.80% | +0.16% | +4.27% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.77% | -0.07% | +7.78% | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.73% | -0.28% | -1.57% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.72% | — | — | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.66% | +0.46% | +9.61% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.66% | — | +3.28% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 1.65% | -0.76% | EXIT | |
| 20 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.64% | +0.01% | -6.63% | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 1.62% | -0.01% | -6.04% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.48% | -2.64% | EXIT | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.42% | — | -20.76% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.42% | — | -2.85% | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 1.34% | -0.31% | — | |
| 26 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 1.26% | +0.07% | -4.87% | |
| 27 | TGT | Target CORP | 株式-一般消費財 | 1.26% | +0.44% | — | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.24% | — | +3.97% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 1.19% | +2.39% | +2.15% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 1.14% | — | — | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.13% | +0.08% | -3.70% | |
| 32 | ALL | Allstate CORP | 株式-金融 | 1.12% | +0.03% | -10.34% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.10% | — | — | |
| 34 | PRU | Prudential Financial INC | 株式-金融 | 1.09% | — | -2.61% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 1.09% | +0.43% | -9.39% | |
| 36 | PLD | Prologis INC | 株式-不動産 | 1.09% | — | — | |
| 37 | DOW | Dow INC | 株式-素材 | 1.05% | — | +3.31% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.04% | — | — | |
| 39 | APD | Air Products & Chemicals INC | 株式-素材 | 1.03% | — | -5.10% | |
| 40 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.02% | -0.24% | +13.16% | |
| 41 | CCI | Crown Castle INC | 株式-不動産 | 0.99% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | +19.52% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.94% | -0.52% | +32.51% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.93% | — | +13.83% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | — | -1.96% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.92% | — | +6.08% | |
| 47 | GLW | Corning INC | 株式-IT | 0.91% | +1.16% | -8.18% | |
| 48 | ENB | Enbridge INC | 株式-エネルギー | 0.90% | — | -4.71% | |
| 49 | FITB | Fifth Third Bancorp | 株式-金融 | 0.88% | +0.06% | -12.09% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.88% | +0.64% | +3.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +1.5% | NEW | 新規購入 |
| 2 | AMZN | Amazon.com INC | +0.8% | +27.21% | 増加 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | +37.72% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | +17.49% | 増加 |
| 5 | AAPL | Apple INC | +0.5% | +16.29% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.5% | +18.70% | 増加 |
| 7 | AVGO | Broadcom INC | +0.4% | +2.74% | 増加 |
| 8 | TSLA | Tesla INC | +0.4% | +2.15% | 増加 |
| 9 | CRM | Salesforce INC | +0.3% | +32.51% | 増加 |
| 10 | CSCO | Cisco Systems INC | +0.2% | +9.61% | 増加 |
| 11 | BKNG | Booking Holdings INC | +0.2% | +13.16% | 増加 |
| 12 | HON | Honeywell International INC | +0.2% | +9.53% | 増加 |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.2% | NEW | 新規購入 |
| 14 | AMP | Ameriprise Financial INC | +0.2% | -0.54% | 減少 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | -2.09% | 減少 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +33.33% | 増加 |
| 17 | TEL | TE Connectivity plc | +0.2% | +54.83% | 増加 |
| 18 | ETN | Eaton Corporation plc | +0.2% | +29.04% | 増加 |
| 19 | PYPL | Paypal Holdings INC | +0.1% | +17.73% | 増加 |
| 20 | WMT | Walmart INC | +0.1% | +3.97% | 増加 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +6.08% | 増加 |
| 22 | PNC | Pnc Financial Services Group | +0.1% | +27.80% | 増加 |
| 23 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | 新規購入 |
| 24 | COST | Costco Wholesale CORP | +0.1% | +13.83% | 増加 |
| 25 | MSFT | Microsoft CORP | +0.1% | +9.27% | 増加 |
| 26 | WMB | Williams Cos INC | +0.1% | -8.53% | 減少 |
| 27 | NEE | Nextera Energy INC | -0.1% | -2.83% | 減少 |
| 28 | TRP | Tc Energy CORP | -0.1% | -8.70% | 減少 |
| 29 | DUK | Duke Energy CORP | -0.2% | -6.29% | 減少 |
| 30 | ALL | Allstate CORP | -0.2% | -10.34% | 減少 |
| 31 | DGX | Quest Diagnostics INC | -0.2% | -4.87% | 減少 |
| 32 | FITB | Fifth Third Bancorp | -0.2% | -12.09% | 減少 |
| 33 | SBUX | Starbucks CORP | -0.2% | -3.70% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.2% | — | 変化なし |
| 35 | QCOM | Qualcomm INC | -0.2% | — | 変化なし |
| 36 | UNP | Union Pacific CORP | -0.2% | +2.82% | 増加 |
| 37 | PM | Philip Morris International | -0.2% | -6.04% | 減少 |
| 38 | MCD | Mcdonald's CORP | -0.2% | -1.57% | 減少 |
| 39 | NVS | Novartis Ag-sponsored Adr | -0.3% | — | 変化なし |
| 40 | MDT | Medtronic plc | -0.3% | — | 変化なし |
| 41 | TGT | Target CORP | -0.3% | — | 変化なし |
| 42 | HAS | Hasbro INC | -0.3% | -10.79% | 減少 |
| 43 | PLD | Prologis INC | -0.3% | — | 変化なし |
| 44 | MRK | Merck & Co. INC. | -0.3% | +4.27% | 増加 |
| 45 | VZ | Verizon Communications INC | -0.3% | -9.39% | 減少 |
| 46 | CCI | Crown Castle INC | -0.4% | — | 変化なし |
| 47 | ABBV | Abbvie INC | -0.4% | +0.54% | 増加 |
| 48 | DOW | Dow INC | -0.4% | +3.31% | 増加 |
| 49 | LMT | Lockheed Martin CORP | -0.4% | -2.85% | 減少 |
| 50 | PEP | Pepsico INC | -0.7% | -20.76% | 減少 |