CIK: 0001908828
申告総資産額
$2.1億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.94% | +1.01% | — | |
| 2 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 6.32% | +1.22% | — | |
| 3 | DHR | Danaher CORP | 株式-ヘルスケア | 6.15% | -0.42% | — | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.03% | +0.37% | — | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 5.56% | -1.16% | — | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 4.44% | +0.02% | — | |
| 7 | NEE | Nextera Energy INC | 株式-公益事業 | 4.27% | -0.65% | — | |
| 8 | ZTS | Zoetis INC | 株式-ヘルスケア | 4.18% | -0.21% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.64% | +0.06% | — | |
| 10 | SYK | Stryker CORP | 株式-ヘルスケア | 3.61% | -0.56% | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.54% | +0.03% | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.38% | — | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.31% | -0.13% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.70% | -0.56% | — | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.57% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 2.19% | — | — | |
| 17 | ECL | Ecolab INC | 株式-素材 | 1.78% | — | — | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 1.71% | — | — | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.70% | — | — | |
| 20 | DE | Deere & Co | 株式-資本財 | 1.55% | -0.01% | — | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.54% | +0.03% | — | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 1.48% | -0.18% | EXIT | |
| 23 | AGCO | Agco CORP | 株式-資本財 | 1.44% | — | — | |
| 24 | HSY | Hershey Co/the | 株式-生活必需品 | 1.39% | -0.18% | — | |
| 25 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.18% | -0.06% | — | |
| 26 | OSK | Oshkosh CORP | 株式-資本財 | 1.10% | — | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | — | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.17% | — | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.67% | — | — | |
| 30 | XYL | Xylem INC | 株式-資本財 | 0.65% | -0.13% | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.63% | +0.23% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | -0.03% | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.49% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | -0.03% | — | |
| 35 | INTU | Intuit INC | 株式-IT | 0.42% | — | — | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | -0.05% | — | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | -0.01% | — | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | -0.12% | — | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | — | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.34% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | -0.01% | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | -0.34% | EXIT | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.26% | — | — | |
| 45 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.25% | — | — | |
| 46 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.20% | — | — | |
| 47 | NOW | Servicenow INC | 株式-IT | 0.20% | — | — | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.20% | — | — | |
| 49 | WY | Weyerhaeuser Co | 株式-不動産 | 0.19% | — | — | |
| 50 | PNC | Pnc Financial Services Group | 株式-金融 | 0.18% | +0.10% | NEW |