CIK: 0002010644
申告総資産額
$1.8億
| # | 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 | 9.32% | -0.60% | -0.31% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.24% | -0.52% | +3.08% | |
| 3 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 7.75% | -0.53% | +1.79% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.25% | -0.52% | +3.06% | |
| 5 | IVLU | Ishares Msci International V | ETF-その他 | 5.07% | +0.18% | +2.15% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.96% | -0.26% | +905.17% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 3.96% | -0.07% | +29.13% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.02% | — | +0.83% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 2.92% | +0.02% | +2.29% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.84% | +0.26% | — | |
| 11 | BMI | Badger Meter INC | 株式-IT | 2.55% | -0.19% | +0.43% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.30% | -0.49% | +0.91% | |
| 13 | MTZ | Mastec INC | 株式-資本財 | 2.22% | +0.56% | +1.65% | |
| 14 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.07% | — | -0.73% | |
| 15 | VMC | Vulcan Materials Co | 株式-素材 | 1.78% | -0.10% | +2.92% | |
| 16 | TTEK | Tetra Tech INC | 株式-資本財 | 1.72% | — | +2.62% | |
| 17 | NRG | Nrg Energy INC | 株式-公益事業 | 1.67% | -0.21% | +0.99% | |
| 18 | BUG | Global X Cybersecurity ETF | ETF-その他 | 1.66% | -0.09% | +1.15% | |
| 19 | CWCO | Consolidated Water Co. Ltd. | 株式-その他 | 1.64% | -0.28% | +0.67% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.59% | +0.20% | +0.07% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.52% | -0.29% | +0.69% | |
| 22 | PLXS | Plexus CORP | 株式-IT | 1.51% | +0.14% | +0.78% | |
| 23 | FIW | First Trust Water ETF | ETF-その他 | 1.51% | -0.07% | +2.56% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | -0.55% | +0.93% | |
| 25 | TRMB | Trimble INC | 株式-IT | 1.48% | -0.26% | +0.99% | |
| 26 | TECK | Teck Resources Ltd-cls B | 株式-素材 | 1.47% | — | +1.35% | |
| 27 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 1.43% | +0.12% | +0.93% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 1.38% | — | +1.22% | |
| 29 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.36% | — | +2.48% | |
| 30 | CNQ | Canadian Natural Resources | 株式-エネルギー | 1.30% | +0.57% | +101.81% | |
| 31 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.29% | +0.15% | +1.57% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 1.29% | — | +1.41% | |
| 33 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 1.22% | — | +5.13% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.22% | — | +0.84% | |
| 35 | LECO | Lincoln Electric Holdings | 株式-資本財 | 1.10% | -0.17% | +3.84% | |
| 36 | ELS | Equity Lifestyle Properties | 株式-不動産 | 0.98% | — | +0.96% | |
| 37 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.74% | — | +0.97% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +1.79% | |
| 39 | CRSP | CRISPR Therapeutics AG | 株式-ヘルスケア | 0.64% | -0.03% | +2.00% | |
| 40 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.60% | — | -1.03% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.56% | +0.26% | — | |
| 42 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.49% | -0.04% | — | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.48% | +0.01% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | -0.03% | -6.45% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.38% | — | +11.14% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.38% | -0.02% | +34.62% | |
| 47 | KRMA | Global X Conscious Companies | ETF-その他 | 0.20% | -0.01% | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | -0.01% | — | |
| 49 | RF | Regions Financial CORP | 株式-金融 | 0.15% | -0.01% | +0.58% | |
| 50 | LCTX | Lineage Cell Therapeutics In | 株式-その他 | 0.01% | — | — |