CIK: 0001956790
申告総資産額
$11.6億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 6.05% | -0.55% | -1.27% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.72% | -0.23% | -2.14% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.21% | -0.33% | -4.68% | |
| 4 | NEE | Nextera Energy INC | 株式-公益事業 | 3.03% | +0.42% | -0.40% | |
| 5 | AMT | American Tower CORP | 株式-不動産 | 2.91% | +0.36% | +24.21% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.36% | -0.07% | +895.96% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.33% | +0.72% | +13.00% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.10% | -0.13% | -0.28% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.07% | -0.10% | +5.04% | |
| 10 | APD | Air Products & Chemicals INC | 株式-素材 | 2.01% | +0.27% | +25.55% | |
| 11 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.99% | -0.17% | +5.32% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.93% | — | +3.03% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.86% | +0.30% | +0.17% | |
| 14 | TXN | Texas Instruments INC | 株式-IT | 1.83% | -0.57% | +0.45% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.77% | — | +1.83% | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.73% | — | +2.04% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.71% | +0.23% | +5.86% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 1.68% | — | +6.85% | |
| 19 | BLKCHF | Blackrock INC | 株式-その他 | 1.53% | — | +0.70% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.49% | +0.27% | -1.12% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | -0.10% | +0.49% | |
| 22 | ACN | Accenture plc | 株式-IT | 1.37% | -0.22% | +7.35% | |
| 23 | CB | Chubb Limited | 株式-金融 | 1.34% | +0.19% | +1.61% | |
| 24 | ASML | ASML Holding N.V. | 株式-IT | 1.26% | +0.31% | +1.25% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 1.24% | — | -0.41% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 1.24% | -0.12% | -34.43% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.18% | — | +5.56% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.14% | +0.13% | -0.32% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.06% | — | +3.77% | |
| 30 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.05% | +0.23% | +4.28% | |
| 31 | NOW | Servicenow INC | 株式-IT | 1.04% | — | +5.92% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | -4.60% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.03% | -0.61% | +50.88% | |
| 34 | AMAT | Applied Materials INC | 株式-IT | 1.03% | +0.30% | +0.16% | |
| 35 | BBY | Best Buy Co INC | 株式-一般消費財 | 1.02% | — | +1.20% | |
| 36 | SWKS | Skyworks Solutions INC | 株式-IT | 1.01% | — | +4.84% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | +1.92% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.91% | +0.16% | +6.52% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.89% | -1.17% | EXIT | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.86% | — | +0.57% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | +0.18% | -0.52% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.86% | — | +8.18% | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.78% | -0.23% | +32.74% | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.73% | — | +3.21% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.71% | — | +9.22% | |
| 46 | INTU | Intuit INC | 株式-IT | 0.70% | -0.11% | -1.51% | |
| 47 | EMLP | First Trust North American E | ETF-その他 | 0.70% | — | +1.75% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.69% | — | +2.59% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.67% | — | +1.60% | |
| 50 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.64% | — | +3.09% |