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 | 11.25% | +1.01% | -2.08% | |
| 2 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 9.35% | +1.22% | -4.79% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 7.03% | -1.16% | -0.43% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.56% | +0.37% | -1.55% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 6.10% | +0.02% | -0.81% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.88% | +0.06% | -0.75% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 4.85% | -0.42% | +4.70% | |
| 8 | SYK | Stryker CORP | 株式-ヘルスケア | 4.84% | -0.56% | +2.56% | |
| 9 | DE | Deere & Co | 株式-資本財 | 3.97% | -0.01% | +12.31% | |
| 10 | CBOE | Cboe Global Markets INC | 株式-金融 | 3.75% | -1.04% | -6.26% | |
| 11 | ZTS | Zoetis INC | 株式-ヘルスケア | 3.65% | -0.21% | +3.65% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.62% | — | +5.48% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.60% | +0.03% | -7.01% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 3.34% | -0.65% | +18.44% | |
| 15 | AMGN | Amgen INC | 株式-ヘルスケア | 2.70% | — | +38.61% | |
| 16 | CAT | Caterpillar INC | 株式-資本財 | 2.64% | +1.48% | +8.75% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.37% | -0.13% | -6.20% | |
| 18 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.87% | -0.55% | +5.19% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.82% | — | -9.38% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.60% | -0.56% | -1.90% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.15% | -0.08% | -4.16% | |
| 22 | HSY | Hershey Co/the | 株式-生活必需品 | 1.05% | -0.18% | -0.79% | |
| 23 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.79% | -0.06% | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.17% | — | |
| 25 | XYL | Xylem INC | 株式-資本財 | 0.61% | -0.13% | — | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.56% | -0.30% | EXIT | |
| 27 | LPG | Dorian LPG Ltd. | 株式-その他 | 0.50% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | -0.03% | -11.11% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | -0.03% | — | |
| 30 | VLTO | Veralto CORP | 株式-資本財 | 0.36% | — | — | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.33% | — | -70.05% | |
| 32 | AGCO | Agco CORP | 株式-資本財 | 0.31% | — | -29.21% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | — | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | -0.01% | -33.53% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | -0.34% | EXIT | |
| 36 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.26% | — | -40.00% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.25% | +0.23% | — | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.24% | -0.05% | -47.37% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | -0.01% | -29.44% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.22% | — | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | -38.26% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | -0.12% | — | |
| 43 | PWR | Quanta Services INC | 株式-資本財 | 0.19% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | — | — | |
| 45 | WY | Weyerhaeuser Co | 株式-不動産 | 0.16% | — | — |