CIK: 0001537720
申告総資産額
$32.0億
上位200銘柄を表示中（全380銘柄）
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 17.20% | +0.61% | -1.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.95% | -0.15% | -6.48% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.07% | +0.03% | -4.57% | |
| 4 | FNBT | Finemark Holdings INC | 株式-その他 | 2.99% | — | -11.94% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.94% | -0.41% | -3.96% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.50% | — | -8.63% | |
| 7 | ✓ | Hartung Investments LLC | 株式-その他 | 2.17% | — | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.79% | — | -15.38% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.79% | +0.07% | -17.43% | |
| 10 | ADBE | Adobe INC | 株式-IT | 1.50% | — | -5.67% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.45% | -0.21% | -0.18% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.32% | +0.49% | -3.55% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.24% | — | -1.06% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | — | +1.87% | |
| 15 | BLKCHF | Blackrock INC | 株式-その他 | 1.14% | — | -1.75% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | +1.62% | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 1.00% | -0.11% | +8.90% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.99% | — | -0.19% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | +0.06% | +0.20% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | — | +1.68% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.96% | — | -1.03% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 0.89% | +0.05% | — | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | +0.64% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.83% | — | -10.42% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.81% | — | +1.99% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.80% | — | -7.69% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.80% | — | +0.59% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | +0.62% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.78% | — | -0.48% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.73% | — | -21.76% | |
| 31 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.70% | — | +3.93% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | +0.09% | +2.19% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.68% | — | +1.87% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.67% | — | +1.10% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | +3.17% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.65% | — | -1.32% | |
| 37 | C | Citigroup INC | 株式-金融 | 0.62% | — | +33.25% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.62% | -0.03% | +2.84% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | — | +4.22% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | +0.05% | +0.38% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | -0.19% | +7.67% | |
| 42 | ICE | Intercontinental Exchange In | 株式-金融 | 0.60% | — | +1.75% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.57% | — | -0.21% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | +0.06% | +1.98% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | -0.96% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | +1.21% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | -0.33% | -8.67% | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.49% | — | -2.50% | |
| 49 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.48% | — | -0.43% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.47% | — | +2.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | -4.57% | 減少 |
| 2 | UPS | United Parcel Service-cl B | +0.6% | -1.02% | 減少 |
| 3 | NVDA | Nvidia CORP | +0.3% | +526.02% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.3% | +1.87% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.2% | -3.96% | 減少 |
| 6 | HD | Home Depot INC | +0.2% | -0.18% | 減少 |
| 7 | QCOM | Qualcomm INC | +0.2% | +47.43% | 増加 |
| 8 | AMAT | Applied Materials INC | +0.2% | +610.37% | 増加 |
| 9 | ADBE | Adobe INC | +0.2% | -5.67% | 減少 |
| 10 | C | Citigroup INC | +0.2% | +33.25% | 増加 |
| 11 | AEP | American Electric Power | +0.2% | +459.62% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +7.67% | 増加 |
| 13 | FIS | Fidelity National Info Serv | +0.1% | +38.78% | 増加 |
| 14 | AVGO | Broadcom INC | +0.1% | +2.84% | 増加 |
| 15 | LHX | L3harris Technologies INC | +0.1% | +69.91% | 増加 |
| 16 | MS | Morgan Stanley | +0.1% | +12.29% | 増加 |
| 17 | DHR | Danaher CORP | +0.1% | -0.48% | 減少 |
| 18 | BLKCHF | Blackrock INC | +0.1% | -1.75% | 減少 |
| 19 | LOW | Lowe's Cos INC | +0.1% | +1.32% | 増加 |
| 20 | MA | Mastercard INC - A | +0.1% | -1.03% | 減少 |
| 21 | NKE | Nike INC -cl B | +0.1% | +1.99% | 増加 |
| 22 | UNH | Unitedhealth Group INC | +0.1% | +2.19% | 増加 |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -3.55% | 減少 |
| 24 | CSCO | Cisco Systems INC | 0% | -1.06% | 減少 |
| 25 | HON | Honeywell International INC | 0% | +8.90% | 増加 |
| 26 | UNP | Union Pacific CORP | 0% | +1.10% | 増加 |
| 27 | VLO | Valero Energy CORP | 0% | -4.59% | 減少 |
| 28 | AMGN | Amgen INC | 0% | +1.98% | 増加 |
| 29 | MCD | Mcdonald's CORP | 0% | +3.17% | 増加 |
| 30 | MDY | State Street Spdr S&p Midcap | 0% | -8.63% | 減少 |
| 31 | PG | Procter & Gamble Co/the | 0% | +1.62% | 増加 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -6.48% | 減少 |
| 33 | INFU | Infusystem Holdings INC | -0.1% | -94.45% | 減少 |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -80.41% | 減少 |
| 35 | IWM | Ishares Russell 2000 ETF | -0.1% | -15.38% | 減少 |
| 36 | CTXSEUR | Citrix Systems INC | -0.2% | -31.98% | 減少 |
| 37 | RIO | Rio Tinto Plc-spon Adr | -0.2% | -60.56% | 減少 |
| 38 | EFA | Ishares Msci Eafe ETF | -0.2% | -21.76% | 減少 |
| 39 | ISRG | Intuitive Surgical INC | -0.2% | -63.90% | 減少 |
| 40 | ADSK | Autodesk INC | -0.3% | -67.12% | 減少 |
| 41 | TXN | Texas Instruments INC | -0.3% | -53.09% | 減少 |
| 42 | FNBT | Finemark Holdings INC | -0.8% | -11.94% | 減少 |
| 43 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 44 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 45 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 46 | CNC | Centene CORP | — | NEW | 新規購入 |
| 47 | TMUS | T-mobile US INC | — | NEW | 新規購入 |
| 48 | AVB | Avalonbay Communities INC | — | NEW | 新規購入 |
| 49 | SYF | Synchrony Financial | — | EXIT | 全売却 |
| 50 | DKNG1USD | Draftkings Holdings INC | — | NEW | 新規購入 |