CIK: 0001847343
申告総資産額
$2.0億
| # | 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 | GVI | Ishares Intermediate Governm | ETF-その他 | 5.26% | — | +30.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.20% | — | +13.16% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.37% | -0.01% | -19.66% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.77% | — | -2.73% | |
| 5 | PANW | Palo Alto Networks INC | 株式-IT | 2.56% | +1.65% | +172.03% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.31% | — | -4.02% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.30% | — | -6.49% | |
| 8 | SLP | Simulations Plus INC | 株式-その他 | 2.18% | — | -21.37% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.08% | +0.19% | +1858.34% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | — | +10.38% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.91% | -0.06% | +4.82% | |
| 12 | FTNT | Fortinet INC | 株式-IT | 1.86% | +0.50% | +0.63% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.61% | — | -17.29% | |
| 14 | ETN | Eaton Corporation plc | 株式-資本財 | 1.59% | +0.01% | +14.55% | |
| 15 | GE | General Electric | 株式-資本財 | 1.57% | — | +1.38% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.56% | — | +14.72% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.52% | — | +18.84% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | -0.01% | -4.03% | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.43% | — | +41.66% | |
| 20 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.41% | — | +14.78% | |
| 21 | CMI | Cummins INC | 株式-資本財 | 1.41% | — | -1.73% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.37% | — | +1.58% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.30% | — | +0.09% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.24% | — | -23.52% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | -0.05% | +11.29% | |
| 26 | C | Citigroup INC | 株式-金融 | 1.16% | +0.11% | -11.72% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.14% | — | -13.71% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 1.11% | — | -4.09% | |
| 29 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.10% | — | -1.46% | |
| 30 | TER | Teradyne INC | 株式-IT | 1.07% | — | +4.91% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 1.07% | — | +1.59% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 1.00% | -0.30% | -1.22% | |
| 33 | AMAT | Applied Materials INC | 株式-IT | 0.99% | +0.71% | +7.70% | |
| 34 | F | Ford Motor Co | 株式-一般消費財 | 0.99% | — | +5.00% | |
| 35 | TGT | Target CORP | 株式-一般消費財 | 0.94% | — | +13.53% | |
| 36 | AEP | American Electric Power | 株式-公益事業 | 0.91% | — | +19.31% | |
| 37 | DOW | Dow INC | 株式-素材 | 0.90% | — | +64.86% | |
| 38 | UL | Unilever PLC | 株式-生活必需品 | 0.90% | — | +35.14% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | +9.22% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.86% | — | +3.06% | |
| 41 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.81% | — | -7.78% | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.81% | — | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.79% | — | +129.14% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | +14.65% | |
| 45 | FDX | Fedex CORP | 株式-資本財 | 0.77% | — | -0.17% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.77% | — | -2.78% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.73% | — | -16.20% | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.73% | — | +15.80% | |
| 49 | DUK | Duke Energy CORP | 株式-公益事業 | 0.72% | — | — | |
| 50 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.72% | — | -21.46% |