CIK: 0001770710
申告総資産額
$2.7億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.62% | — | +1.57% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.96% | — | +11.77% | |
| 3 | GUNR | Flexshares Global Upstream N | ETF-その他 | 5.65% | — | +14.92% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.36% | — | +7.85% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.65% | — | +3.42% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.61% | — | +12.82% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.66% | — | +16.32% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | — | -1.44% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.37% | — | -9.70% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.14% | — | +4.87% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.75% | — | +11.30% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.68% | — | -3.04% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.66% | — | -2.05% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.56% | — | +2.57% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | — | +12.30% | |
| 16 | PANW | Palo Alto Networks INC | 株式-IT | 1.46% | — | -7.58% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.43% | — | -2.01% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | — | +11.13% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.35% | — | +2.22% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.24% | — | +1.95% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +46.68% | |
| 22 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.19% | — | -2.88% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.12% | — | +2.44% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 1.08% | — | -2.30% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | — | +3.85% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.04% | — | -6.15% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | +9.03% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 1.00% | — | -1.03% | |
| 29 | ACN | Accenture plc | 株式-IT | 1.00% | — | -4.03% | |
| 30 | CRM | Salesforce INC | 株式-IT | 1.00% | — | +0.34% | |
| 31 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.98% | — | -4.85% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.96% | — | -3.74% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.84% | — | -4.55% | |
| 34 | AMT | American Tower CORP | 株式-不動産 | 0.83% | — | +0.86% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | — | +27.31% | |
| 36 | SPGI | S&p Global INC | 株式-金融 | 0.79% | — | -5.55% | |
| 37 | GD | General Dynamics CORP | 株式-資本財 | 0.77% | — | +1.00% | |
| 38 | TXN | Texas Instruments INC | 株式-IT | 0.66% | — | -4.16% | |
| 39 | ICE | Intercontinental Exchange In | 株式-金融 | 0.65% | — | -1.66% | |
| 40 | ADI | Analog Devices INC | 株式-IT | 0.61% | — | — | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.61% | — | — | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.57% | — | -0.62% | |
| 43 | SLB | Slb LTD | 株式-エネルギー | 0.57% | — | +1.10% | |
| 44 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.55% | — | +5.32% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | -0.14% | |
| 46 | CDW | Cdw Corp/de | 株式-IT | 0.51% | — | -3.05% | |
| 47 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.50% | — | +2.11% | |
| 48 | BIIB | Biogen INC | 株式-ヘルスケア | 0.50% | — | +4.62% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | +12.95% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | +11.65% |