CIK: 0002000490
申告総資産額
$1.5億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.52% | — | +1012.15% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.51% | — | +929.44% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.20% | — | +903.94% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.57% | — | +1087.52% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.43% | — | +1012.78% | |
| 6 | WMT | Walmart INC | 株式-生活必需品 | 4.37% | — | +1139.69% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 4.19% | — | +1260.25% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.03% | — | +1317.14% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.92% | — | +1013.90% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.78% | — | +1829.62% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.66% | — | +1171.92% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.65% | — | +1200.64% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.61% | — | +1159.01% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.55% | — | +808.84% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.46% | — | +1166.24% | |
| 16 | CB | Chubb Limited | 株式-金融 | 2.41% | — | +1270.00% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 2.36% | — | +1140.43% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.33% | — | +1366.86% | |
| 19 | FPEI | First Trust Institutional Pr | ETF-その他 | 2.31% | — | +1585.04% | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.29% | — | +1324.34% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.27% | — | +1338.50% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 2.11% | — | +1083.55% | |
| 23 | GD | General Dynamics CORP | 株式-資本財 | 2.04% | — | +1657.96% | |
| 24 | APD | Air Products & Chemicals INC | 株式-素材 | 1.93% | — | +1073.78% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.92% | — | — | |
| 26 | ACN | Accenture plc | 株式-IT | 1.90% | — | — | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.89% | — | +1256.61% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.76% | — | +1501.40% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.52% | — | +1413.41% | |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.39% | — | +2013.89% | |
| 31 | HSY | Hershey Co/the | 株式-生活必需品 | 1.31% | — | +1542.02% | |
| 32 | FQAL | Fidelity Quality Factor ETF | ETF-その他 | 0.91% | — | +2043.04% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.83% | — | +2004.37% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | +1584.45% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | +200.74% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | +211.82% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.55% | — | — | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.44% | — | — | |
| 39 | DFSEUR | Discover Financial Services | 株式-その他 | 0.40% | — | +1018.77% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.37% | — | +1211.14% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | +233.02% | |
| 42 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.28% | — | — | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.27% | — | — | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.26% | — | +1235.41% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.26% | — | — | |
| 46 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型株・グロース | 0.24% | — | — | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.23% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.23% | — | +420.03% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | — | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.21% | — | +1224.80% |