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 | 10.33% | +1.01% | -0.92% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 8.78% | +0.37% | -1.97% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 8.45% | +1.22% | -0.41% | |
| 4 | COST | Costco Wholesale CORP | 株式-生活必需品 | 6.86% | -1.16% | +0.24% | |
| 5 | CAT | Caterpillar INC | 株式-資本財 | 5.98% | +1.48% | -2.02% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 5.30% | +0.02% | +1.12% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.77% | +0.06% | +2.65% | |
| 8 | CBOE | Cboe Global Markets INC | 株式-金融 | 4.50% | -1.04% | -0.16% | |
| 9 | DE | Deere & Co | 株式-資本財 | 4.37% | -0.01% | +0.67% | |
| 10 | NEE | Nextera Energy INC | 株式-公益事業 | 4.11% | -0.65% | +1.11% | |
| 11 | SYK | Stryker CORP | 株式-ヘルスケア | 3.75% | -0.56% | +1.25% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.00% | +0.03% | -3.45% | |
| 13 | TER | Teradyne INC | 株式-IT | 2.49% | +1.09% | +3.52% | |
| 14 | LNG | Cheniere Energy INC | 株式-エネルギー | 2.35% | -0.55% | +0.53% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.28% | -0.56% | — | |
| 16 | AAPL | Apple INC | 株式-IT | 2.13% | — | — | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 1.76% | +1.59% | +6.29% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.65% | -0.42% | -1.74% | |
| 19 | XYL | Xylem INC | 株式-資本財 | 1.57% | -0.13% | +2.48% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.54% | -0.13% | -6.72% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.47% | +0.23% | +36.22% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.17% | — | -19.18% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.06% | -0.08% | +0.95% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | -0.03% | — | |
| 25 | HSY | Hershey Co/the | 株式-生活必需品 | 0.70% | -0.18% | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.17% | -0.73% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.12% | -1.53% | |
| 28 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.57% | -0.06% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | -0.01% | -3.92% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | -0.03% | -1.33% | |
| 31 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.39% | -0.21% | -28.41% | |
| 32 | PWR | Quanta Services INC | 株式-資本財 | 0.36% | — | +5.07% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | -0.34% | EXIT | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | -0.01% | -0.70% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | -0.03% | — | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.30% | -0.30% | EXIT | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.26% | +0.02% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.23% | — | — | |
| 39 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.23% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | -0.05% | — | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.22% | — | — | |
| 42 | BLK | Blackrock INC | 株式-金融 | 0.22% | — | — | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.21% | — | — | |
| 45 | ETN | Eaton Corporation plc | 株式-資本財 | 0.19% | +0.01% | -14.89% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.19% | +0.13% | +43.33% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.18% | -0.18% | EXIT | |
| 48 | LPG | Dorian LPG Ltd. | 株式-その他 | 0.18% | — | -29.42% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | — | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.15% | -0.01% | — |