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 | 10.15% | +1.01% | -2.91% | |
| 2 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 7.48% | +1.22% | -5.61% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 5.82% | -1.16% | -0.86% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 5.77% | +0.02% | +0.34% | |
| 5 | DHR | Danaher CORP | 株式-ヘルスケア | 5.65% | -0.42% | +1.23% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.45% | +0.37% | +0.96% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 4.97% | -0.56% | +1.89% | |
| 8 | NEE | Nextera Energy INC | 株式-公益事業 | 4.65% | -0.65% | +4.62% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.74% | +0.03% | -1.28% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.68% | +0.06% | +14.97% | |
| 11 | DE | Deere & Co | 株式-資本財 | 3.48% | -0.01% | +6.61% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.25% | — | +7.00% | |
| 13 | TXN | Texas Instruments INC | 株式-IT | 3.25% | +0.03% | +8.54% | |
| 14 | ZTS | Zoetis INC | 株式-ヘルスケア | 3.14% | -0.21% | +3.43% | |
| 15 | CBOE | Cboe Global Markets INC | 株式-金融 | 3.09% | -1.04% | +5.72% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.56% | -0.13% | -4.30% | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 2.09% | +1.48% | +5.52% | |
| 18 | RTX | Rtx CORP | 株式-資本財 | 2.07% | — | +17.42% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.93% | — | -4.31% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.79% | — | -11.70% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.74% | -0.56% | -35.47% | |
| 22 | AGCO | Agco CORP | 株式-資本財 | 1.68% | — | -1.14% | |
| 23 | HSY | Hershey Co/the | 株式-生活必需品 | 1.59% | -0.18% | — | |
| 24 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.43% | -0.55% | +18.85% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.04% | -0.08% | +214.77% | |
| 26 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.01% | — | +18.54% | |
| 27 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.76% | -0.06% | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.17% | -3.29% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.61% | -0.30% | EXIT | |
| 30 | XYL | Xylem INC | 株式-資本財 | 0.59% | -0.13% | -5.95% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | -0.03% | — | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | -0.05% | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | -0.01% | +11.19% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.41% | — | -11.11% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | +5.47% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.03% | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | -9.85% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | -0.34% | EXIT | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.28% | — | — | |
| 40 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.28% | — | — | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.28% | +0.23% | -21.20% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | -0.01% | — | |
| 43 | LPG | Dorian LPG Ltd. | 株式-その他 | 0.25% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.19% | — | — | |
| 45 | ✓ | 1847 Goedeker INC | 株式-その他 | 0.01% | — | — |