CIK: 0001537720
申告総資産額
$32.0億
上位200銘柄を表示中（全391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 | 22.52% | +0.61% | -0.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.94% | -0.15% | +4.85% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.13% | +0.03% | +264.03% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.60% | -0.41% | -2.52% | |
| 5 | FNBT | Finemark Holdings INC | 株式-その他 | 2.40% | — | -0.17% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.11% | — | -8.04% | |
| 7 | ✓ | Hartung Investments LLC | 株式-その他 | 1.91% | — | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.72% | +0.07% | +0.94% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.46% | — | -11.16% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.41% | -0.21% | +0.09% | |
| 11 | ADBE | Adobe INC | 株式-IT | 1.26% | — | -15.20% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | +0.49% | -0.73% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | — | -4.22% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | — | +0.04% | |
| 15 | BLKCHF | Blackrock INC | 株式-その他 | 1.03% | — | -0.32% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 0.98% | -0.11% | -1.00% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 0.98% | — | +1.61% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | — | +0.64% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | — | -0.29% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.91% | +0.06% | -0.14% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | — | -3.08% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.84% | — | -7.77% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 0.83% | — | -0.72% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | +0.50% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | — | -0.12% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.76% | — | -0.97% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.75% | — | +0.30% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.71% | — | -9.50% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.70% | +0.05% | -3.73% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.69% | — | +0.78% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | -1.10% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.66% | -0.03% | +4.45% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | +0.09% | +0.07% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | -0.30% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.62% | — | -0.59% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | -7.40% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.62% | — | +0.81% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.19% | +0.30% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.60% | — | +1.06% | |
| 40 | ICE | Intercontinental Exchange In | 株式-金融 | 0.58% | — | +1.88% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.05% | -1.02% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.53% | — | -5.28% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.52% | — | -2.55% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.52% | +0.07% | +30.46% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | +0.06% | -1.70% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | +0.43% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.51% | — | +3.63% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | -0.33% | +0.42% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.49% | — | +37.72% | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.48% | — | -0.17% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +5.3% | -0.34% | 減少 |
| 2 | DKNG1USD | Draftkings Holdings INC | +0.2% | +97.55% | 増加 |
| 3 | EL | Estee Lauder Companies-cl A | +0.2% | +516.47% | 増加 |
| 4 | IAUUSD | Ishares Gold Trust | +0.1% | +1201.83% | 増加 |
| 5 | CAT | Caterpillar INC | +0.1% | +30.46% | 増加 |
| 6 | MDT | Medtronic plc | +0.1% | +37.72% | 増加 |
| 7 | NKE | Nike INC -cl B | +0.1% | +0.64% | 増加 |
| 8 | 6D8 | Dupont De Nemours INC | +0.1% | +58.54% | 増加 |
| 9 | QCOM | Qualcomm INC | +0.1% | +3.63% | 増加 |
| 10 | TT | Trane Technologies plc | +0.1% | -1.10% | 減少 |
| 11 | AAPL | Apple INC | +0.1% | +264.03% | 増加 |
| 12 | PENN | Penn Entertainment INC | +0.1% | +11.65% | 増加 |
| 13 | DHR | Danaher CORP | +0.1% | -0.72% | 減少 |
| 14 | AVGO | Broadcom INC | 0% | +4.45% | 増加 |
| 15 | CMCSA | Comcast Corp-class A | 0% | +1.06% | 増加 |
| 16 | ✓ | Titan Partners LP | 0% | — | 変化なし |
| 17 | PG | Procter & Gamble Co/the | 0% | +0.04% | 増加 |
| 18 | MA | Mastercard INC - A | 0% | +1.61% | 増加 |
| 19 | MCD | Mcdonald's CORP | 0% | -1.10% | 減少 |
| 20 | UNP | Union Pacific CORP | 0% | +0.78% | 増加 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.39% | 減少 |
| 22 | WMT | Walmart INC | 0% | -0.30% | 減少 |
| 23 | META | Meta Platforms Inc-class A | 0% | +0.30% | 増加 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.85% | 増加 |
| 25 | HON | Honeywell International INC | 0% | -1.00% | 減少 |
| 26 | PFE | Pfizer INC | 0% | -0.12% | 減少 |
| 27 | ICE | Intercontinental Exchange In | 0% | +1.88% | 増加 |
| 28 | HD | Home Depot INC | 0% | +0.09% | 増加 |
| 29 | AMZN | Amazon.com INC | -0.1% | -4.22% | 減少 |
| 30 | MRK | Merck & Co. INC. | -0.1% | -0.14% | 減少 |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.94% | 増加 |
| 32 | ADSK | Autodesk INC | -0.1% | -31.10% | 減少 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -9.88% | 減少 |
| 34 | MPC | Marathon Petroleum CORP | -0.1% | -15.98% | 減少 |
| 35 | KMI | Kinder Morgan INC | -0.1% | -14.59% | 減少 |
| 36 | RDS-A | Shell Plc-spon Adr-a | -0.2% | -10.24% | 減少 |
| 37 | T | At&t INC | -0.2% | -5.28% | 減少 |
| 38 | C | Citigroup INC | -0.2% | -1.68% | 減少 |
| 39 | VLO | Valero Energy CORP | -0.2% | -8.83% | 減少 |
| 40 | RTX | Rtx CORP | -0.2% | -3.73% | 減少 |
| 41 | NVDA | Nvidia CORP | -0.2% | -72.57% | 減少 |
| 42 | CSCO | Cisco Systems INC | -0.3% | -0.29% | 減少 |
| 43 | IWM | Ishares Russell 2000 ETF | -0.3% | -11.16% | 減少 |
| 44 | MDY | State Street Spdr S&p Midcap | -0.4% | -8.04% | 減少 |
| 45 | FNBT | Finemark Holdings INC | -0.6% | -0.17% | 減少 |
| 46 | HLT | Hilton Worldwide Holdings In | — | NEW | 新規購入 |
| 47 | EEFT | Euronet Worldwide INC | — | NEW | 新規購入 |
| 48 | EVRG | Evergy INC | — | NEW | 新規購入 |
| 49 | MGA | Magna International INC | — | NEW | 新規購入 |
| 50 | SLV | Ishares Silver Trust | — | NEW | 新規購入 |