CIK: 0001929071
申告総資産額
$2.0億
| # | 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 | 9.85% | -0.37% | +1.23% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.07% | -1.62% | -1.28% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 6.59% | -1.00% | -1.70% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.06% | -0.38% | +0.73% | |
| 5 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.99% | +0.42% | +0.35% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.19% | -0.42% | +2.19% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.77% | -0.45% | +1.85% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.75% | — | +1.78% | |
| 9 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.65% | — | +2.05% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.43% | -0.33% | +3.62% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.41% | +0.68% | +1.68% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 2.33% | — | +1.87% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.05% | +0.46% | -0.84% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.00% | -0.10% | +1.79% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.94% | — | +0.87% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.86% | +0.09% | -3.40% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.83% | +0.38% | +3.12% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 1.82% | +0.76% | +3.85% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | -0.25% | +2.63% | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.78% | -0.71% | +1.32% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.77% | +0.41% | +2.74% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.72% | +0.39% | -1.38% | |
| 23 | DE | Deere & Co | 株式-資本財 | 1.65% | +0.06% | -0.25% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.50% | — | +4.38% | |
| 25 | APD | Air Products & Chemicals INC | 株式-素材 | 1.41% | — | -1.62% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.40% | — | -1.75% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.37% | -0.11% | EXIT | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 1.21% | — | +3.13% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 1.13% | -0.06% | +8.15% | |
| 30 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.05% | -0.08% | +2.87% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.05% | +0.16% | +0.31% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | — | -0.77% | |
| 33 | AMD | Advanced Micro Devices | 株式-IT | 0.76% | -0.08% | +5.93% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | -0.21% | -1.59% | |
| 35 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.68% | — | -12.80% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.67% | — | -3.71% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.66% | — | +2.20% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.63% | +0.28% | — | |
| 39 | XEL | Xcel Energy INC | 株式-公益事業 | 0.62% | — | — | |
| 40 | ET | Energy Transfer LP | 株式-エネルギー | 0.61% | — | — | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.58% | +0.24% | -2.23% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.57% | +0.21% | +8.23% | |
| 43 | ES | Eversource Energy | 株式-公益事業 | 0.56% | — | +2.52% | |
| 44 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.56% | — | -0.31% | |
| 45 | SUN | Sunoco LP | 株式-その他 | 0.55% | — | +4.02% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -1.33% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | -8.86% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +0.20% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | +0.15% | +0.03% | |
| 50 | CMS | Cms Energy CORP | 株式-公益事業 | 0.47% | — | — |