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 | 11.07% | +1.01% | +0.01% | |
| 2 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 10.54% | +1.22% | -0.54% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 7.88% | -1.16% | -0.15% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.48% | +0.37% | +0.10% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 5.43% | +0.02% | +1.02% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.08% | +0.06% | +0.31% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 4.99% | -0.42% | +1.63% | |
| 8 | SYK | Stryker CORP | 株式-ヘルスケア | 4.86% | -0.56% | — | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 4.07% | -0.65% | +1.14% | |
| 10 | CBOE | Cboe Global Markets INC | 株式-金融 | 3.89% | -1.04% | -0.14% | |
| 11 | DE | Deere & Co | 株式-資本財 | 3.80% | -0.01% | +2.54% | |
| 12 | AMGN | Amgen INC | 株式-ヘルスケア | 3.63% | — | +2.46% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.50% | +0.03% | -2.34% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 3.34% | +1.48% | +9.61% | |
| 15 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.73% | -0.21% | -3.41% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.25% | -0.13% | -0.39% | |
| 17 | XYL | Xylem INC | 株式-資本財 | 1.93% | -0.13% | +29.42% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.76% | — | -0.41% | |
| 19 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.74% | -0.55% | +0.24% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.66% | -0.56% | — | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.07% | -0.08% | -0.26% | |
| 22 | HSY | Hershey Co/the | 株式-生活必需品 | 0.85% | -0.18% | — | |
| 23 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.76% | -0.06% | — | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | — | |
| 25 | PANW | Palo Alto Networks INC | 株式-IT | 0.69% | +1.59% | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.17% | -0.23% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.50% | +0.23% | — | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.47% | -0.30% | EXIT | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | -0.03% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | -0.03% | -6.00% | |
| 31 | LPG | Dorian LPG Ltd. | 株式-その他 | 0.33% | — | — | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | -0.01% | — | |
| 33 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.28% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | -0.34% | EXIT | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | -0.12% | — | |
| 37 | PWR | Quanta Services INC | 株式-資本財 | 0.22% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | -0.01% | — | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.21% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | -0.05% | — | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | — | — | |
| 42 | PNC | Pnc Financial Services Group | 株式-金融 | 0.14% | +0.10% | NEW | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.14% | — | — |