CIK: 0002131132
申告総資産額
$3.3億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.36% | +1.46% | — | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 8.66% | — | — | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.18% | -0.09% | — | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 1.92% | -0.05% | — | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 1.72% | — | — | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.69% | +0.55% | — | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.68% | — | — | |
| 8 | CHDN | Churchill Downs INC | 株式-一般消費財 | 1.59% | -0.11% | — | |
| 9 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.58% | +0.37% | — | |
| 10 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.52% | -0.05% | — | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | +0.08% | — | |
| 12 | AAPL | Apple INC | 株式-IT | 1.47% | +0.20% | — | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.45% | — | — | |
| 14 | FDX | Fedex CORP | 株式-資本財 | 1.44% | — | — | |
| 15 | UTXZ | United Tech CORP | 株式-その他 | 1.37% | — | — | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.36% | — | — | |
| 17 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.36% | — | — | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.33% | +0.41% | -16.67% | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.24% | — | — | |
| 20 | ✓ | 株式-その他 | 1.20% | — | — | ||
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.19% | — | — | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | — | — | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 1.17% | +0.21% | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.16% | — | — | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | -0.06% | — | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.13% | -0.02% | — | |
| 27 | IDU | Ishares US Utilities ETF | ETF-その他 | 1.13% | — | — | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.13% | — | +100.00% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.12% | — | — | |
| 30 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 1.12% | — | — | |
| 31 | LEA | Lear CORP | 株式-一般消費財 | 1.09% | — | — | |
| 32 | MMM | 3m Co | 株式-資本財 | 1.06% | — | — | |
| 33 | COF | Capital One Financial CORP | 株式-金融 | 1.06% | +0.72% | NEW | |
| 34 | PNC | Pnc Financial Services Group | 株式-金融 | 1.05% | — | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.04% | +0.26% | — | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 1.00% | — | — | |
| 37 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.98% | — | +75.00% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | +80.00% | |
| 39 | CELG | Celgene CORP | 株式-その他 | 0.93% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +0.35% | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.88% | — | — | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | +0.19% | — | |
| 43 | AMT | American Tower CORP | 株式-不動産 | 0.88% | — | — | |
| 44 | AWK | American Water Works Co INC | 株式-公益事業 | 0.88% | — | — | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.86% | -0.04% | — | |
| 46 | EMN | Eastman Chemical Co | 株式-素材 | 0.86% | — | — | |
| 47 | RTN1USD | Raytheon Company | 株式-その他 | 0.83% | — | — | |
| 48 | NWL | Newell Brands INC | 株式-生活必需品 | 0.82% | — | — | |
| 49 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.82% | — | — | |
| 50 | LDP | Cohen & Steers Limited Durat | 株式-その他 | 0.82% | — | — |