CIK: 0001909322
申告総資産額
$1.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.33% | -0.45% | — | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.86% | +0.34% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.01% | -0.36% | — | |
| 4 | MRVL | Marvell Technology INC | 株式-IT | 2.38% | +0.31% | — | |
| 5 | QCOM | Qualcomm INC | 株式-IT | 2.26% | -0.42% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.20% | -0.36% | — | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 2.11% | — | — | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 2.06% | — | — | |
| 9 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.05% | -0.16% | — | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 2.03% | +0.14% | — | |
| 11 | AMAT | Applied Materials INC | 株式-IT | 1.99% | +0.58% | — | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | -0.26% | — | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | +0.21% | — | |
| 14 | AXP | American Express Co | 株式-金融 | 1.73% | -0.51% | — | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.68% | +0.50% | — | |
| 16 | GD | General Dynamics CORP | 株式-資本財 | 1.68% | — | — | |
| 17 | TGT | Target CORP | 株式-一般消費財 | 1.64% | — | — | |
| 18 | MS | Morgan Stanley | 株式-金融 | 1.64% | -0.18% | — | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.59% | +0.09% | — | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.58% | -0.18% | — | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.56% | +0.15% | — | |
| 22 | INTC | Intel CORP | 株式-IT | 1.51% | — | — | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 1.48% | +0.06% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | — | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.47% | — | — | |
| 26 | ORCL | Oracle CORP | 株式-IT | 1.45% | -0.44% | — | |
| 27 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.41% | -0.60% | EXIT | |
| 28 | PNC | Pnc Financial Services Group | 株式-金融 | 1.40% | — | — | |
| 29 | GLW | Corning INC | 株式-IT | 1.39% | +0.93% | — | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 1.36% | +0.18% | — | |
| 31 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 1.36% | -0.15% | EXIT | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.34% | — | — | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.33% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 1.32% | -0.49% | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | +0.10% | — | |
| 36 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.25% | — | — | |
| 37 | ALL | Allstate CORP | 株式-金融 | 1.23% | — | — | |
| 38 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.22% | -0.13% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | — | — | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 1.15% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.13% | +0.60% | — | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 1.12% | -0.15% | — | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | — | |
| 44 | PCAR | Paccar INC | 株式-資本財 | 1.10% | — | — | |
| 45 | MMM | 3m Co | 株式-資本財 | 1.08% | — | — | |
| 46 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.08% | — | — | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | +0.09% | — | |
| 48 | LNC | Lincoln National CORP | 株式-金融 | 1.03% | -0.26% | — | |
| 49 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 1.00% | +0.31% | — | |
| 50 | C | Citigroup INC | 株式-金融 | 0.97% | — | — |