CIK: 0001964541
申告総資産額
$2.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 7.57% | -1.62% | -0.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.75% | -0.96% | -1.37% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.81% | +0.07% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.30% | -0.32% | -0.48% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.91% | -0.15% | -0.03% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.46% | -0.17% | +0.44% | |
| 7 | RTX | Rtx CORP | 株式-資本財 | 1.94% | — | +0.11% | |
| 8 | ETN | Eaton Corporation plc | 株式-資本財 | 1.93% | +0.31% | -2.26% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.93% | -0.32% | +0.08% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.84% | -0.23% | -1.59% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.56% | — | -1.74% | |
| 12 | KLAC | Kla CORP | 株式-IT | 1.46% | +0.45% | -20.37% | |
| 13 | UDR | Udr INC | 株式-不動産 | 1.45% | -0.23% | +450.26% | |
| 14 | PANW | Palo Alto Networks INC | 株式-IT | 1.39% | -0.18% | +13.27% | |
| 15 | HON | Honeywell International INC | 株式-資本財 | 1.32% | +0.29% | +17.32% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.31% | -0.14% | -1.34% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.25% | +0.65% | +15.19% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.24% | -0.12% | -1.95% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | -1.10% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.14% | -0.06% | +17.27% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.11% | — | +1.15% | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.10% | +2.69% | — | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.06% | -0.04% | +114.72% | |
| 24 | AXP | American Express Co | 株式-金融 | 1.05% | -0.16% | -2.53% | |
| 25 | UBSI | United Bankshares INC | 株式-金融 | 1.05% | -0.19% | -18.55% | |
| 26 | DUK | Duke Energy CORP | 株式-公益事業 | 1.03% | — | +6.11% | |
| 27 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.02% | -0.15% | -5.63% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.02% | — | — | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.01% | -0.18% | -6.63% | |
| 30 | UBER | Uber Technologies INC | 株式-資本財 | 0.96% | -0.11% | +0.68% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.96% | -0.16% | +10.55% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.36% | -0.85% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | -0.40% | |
| 34 | PH | Parker Hannifin CORP | 株式-資本財 | 0.88% | — | -0.28% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | +0.33% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | -0.11% | -0.25% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | +8.74% | |
| 38 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.79% | -0.14% | +0.15% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.77% | +0.17% | -0.96% | |
| 40 | ASML | ASML Holding N.V. | 株式-IT | 0.76% | +0.22% | -2.91% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.70% | -0.16% | -6.87% | |
| 42 | INGR | Ingredion INC | 株式-生活必需品 | 0.68% | — | — | |
| 43 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.67% | -0.15% | -0.32% | |
| 44 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.66% | -0.19% | +163.80% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.65% | — | -1.27% | |
| 46 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.64% | — | -0.84% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -0.10% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.63% | — | -0.52% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.60% | -0.12% | +95.49% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.59% | — | +15.67% |