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 | 11.08% | +1.01% | -24.20% | |
| 2 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 9.90% | +1.22% | -0.31% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 9.78% | +0.37% | -2.98% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 6.07% | +0.02% | +1.42% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 5.92% | -1.16% | +1.70% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.14% | +0.06% | +0.87% | |
| 7 | CAT | Caterpillar INC | 株式-資本財 | 4.93% | +1.48% | +0.75% | |
| 8 | CBOE | Cboe Global Markets INC | 株式-金融 | 4.02% | -1.04% | +2.43% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 3.95% | -0.56% | +2.90% | |
| 10 | DE | Deere & Co | 株式-資本財 | 3.58% | -0.01% | +3.04% | |
| 11 | NEE | Nextera Energy INC | 株式-公益事業 | 3.50% | -0.65% | +4.33% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.25% | +0.03% | +0.77% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.27% | — | -0.06% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.10% | -0.56% | — | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 2.02% | -0.42% | -2.34% | |
| 16 | PANW | Palo Alto Networks INC | 株式-IT | 1.90% | +1.59% | +7.64% | |
| 17 | XYL | Xylem INC | 株式-資本財 | 1.74% | -0.13% | +10.59% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.69% | -0.13% | +0.62% | |
| 19 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.60% | -0.55% | -0.96% | |
| 20 | TER | Teradyne INC | 株式-IT | 1.57% | +1.09% | +96.00% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.35% | — | -41.85% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.15% | +0.23% | +36.19% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.04% | -0.08% | -0.04% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | -0.03% | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.17% | -5.63% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.12% | — | |
| 27 | HSY | Hershey Co/the | 株式-生活必需品 | 0.62% | -0.18% | -3.03% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | -0.01% | — | |
| 29 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.60% | -0.06% | — | |
| 30 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.59% | -0.21% | -26.39% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.03% | -1.32% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.36% | -0.30% | EXIT | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | -0.01% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | -0.03% | — | |
| 35 | PWR | Quanta Services INC | 株式-資本財 | 0.26% | — | +2.38% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.26% | — | -7.69% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.26% | +0.02% | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | -0.34% | EXIT | |
| 39 | BLK | Blackrock INC | 株式-金融 | 0.24% | — | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.24% | — | — | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | -0.05% | — | |
| 42 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.23% | — | +10.67% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.21% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | — | |
| 45 | ETN | Eaton Corporation plc | 株式-資本財 | 0.20% | +0.01% | — | |
| 46 | LPG | Dorian LPG Ltd. | 株式-その他 | 0.18% | — | — | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.16% | -0.18% | EXIT | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.15% | -0.01% | — | |
| 49 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.15% | +0.02% | -0.46% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | — |