CIK: 0001903786
申告総資産額
$2.8億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.17% | +0.66% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.59% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 5.59% | -0.04% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.35% | -0.08% | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.20% | -0.80% | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.62% | — | — | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.59% | -0.42% | — | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.32% | +0.24% | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.31% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.25% | — | — | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.06% | -0.21% | — | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.04% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.58% | -0.15% | — | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | — | — | |
| 15 | DE | Deere & Co | 株式-資本財 | 1.34% | — | — | |
| 16 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.32% | — | — | |
| 17 | MRVL | Marvell Technology INC | 株式-IT | 1.31% | — | — | |
| 18 | BLKCHF | Blackrock INC | 株式-その他 | 1.29% | — | — | |
| 19 | PANW | Palo Alto Networks INC | 株式-IT | 1.22% | — | — | |
| 20 | PLD | Prologis INC | 株式-不動産 | 1.18% | — | — | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.06% | — | — | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.05% | -0.21% | — | |
| 23 | EQR | Equity Residential | 株式-不動産 | 1.05% | — | — | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.04% | — | — | |
| 25 | TDY | Teledyne Technologies INC | 株式-IT | 1.00% | — | — | |
| 26 | MS | Morgan Stanley | 株式-金融 | 1.00% | — | — | |
| 27 | ROK | Rockwell Automation INC | 株式-資本財 | 0.99% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | — | — | |
| 29 | PAYX | Paychex INC | 株式-IT | 0.96% | — | — | |
| 30 | PCAR | Paccar INC | 株式-資本財 | 0.92% | +0.28% | — | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.89% | — | — | |
| 32 | ACN | Accenture plc | 株式-IT | 0.88% | — | — | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.85% | -0.23% | — | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.85% | — | — | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.85% | — | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.82% | — | — | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | +0.21% | — | |
| 38 | DHI | Dr Horton INC | 株式-一般消費財 | 0.80% | — | — | |
| 39 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.78% | — | — | |
| 40 | LRCXEUR | Lam Research CORP | 株式-IT | 0.78% | — | — | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.77% | +0.51% | — | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.74% | — | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | — | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | — | |
| 45 | CDNS | Cadence Design Sys INC | 株式-IT | 0.72% | — | — | |
| 46 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.70% | -0.14% | — | |
| 47 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 0.69% | — | — | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | — | |
| 49 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.67% | — | — | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.60% | — | — |