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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.07% | -12.33% | EXIT | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 2.64% | -0.05% | — | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.27% | -0.09% | — | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.27% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 2.27% | +0.20% | — | |
| 6 | BA | Boeing Co/the | 株式-資本財 | 2.24% | — | — | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.08% | -0.05% | — | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | +0.08% | — | |
| 9 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.74% | +0.37% | — | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | +0.55% | — | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 1.72% | +0.21% | — | |
| 12 | CHDN | Churchill Downs INC | 株式-一般消費財 | 1.67% | -0.11% | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.63% | — | — | |
| 14 | FDX | Fedex CORP | 株式-資本財 | 1.57% | — | — | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.56% | — | — | |
| 16 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.55% | — | — | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.53% | +0.41% | — | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.45% | -0.02% | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.44% | — | — | |
| 20 | UTXZ | United Tech CORP | 株式-その他 | 1.40% | — | — | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.36% | — | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.29% | — | — | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.28% | -0.23% | — | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.27% | — | — | |
| 25 | FTV | Fortive CORP | 株式-IT | 1.27% | — | — | |
| 26 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.20% | +0.45% | — | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.18% | +0.25% | — | |
| 28 | IDU | Ishares US Utilities ETF | ETF-その他 | 1.14% | — | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.13% | — | — | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | +0.26% | — | |
| 31 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.13% | — | — | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 1.13% | — | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 1.11% | — | — | |
| 34 | HRSEUR | L3harris Technologies INC | 株式-その他 | 1.10% | — | — | |
| 35 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.10% | -0.05% | — | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 1.09% | -0.04% | — | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 1.09% | — | — | |
| 38 | ADBE | Adobe INC | 株式-IT | 1.08% | -0.13% | — | |
| 39 | ✓ | 株式-その他 | 1.08% | — | — | ||
| 40 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 1.06% | — | — | |
| 41 | MMM | 3m Co | 株式-資本財 | 1.06% | — | — | |
| 42 | COP | Conocophillips | 株式-エネルギー | 1.06% | +0.44% | — | |
| 43 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.04% | — | — | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 1.04% | +0.19% | — | |
| 45 | RTN1USD | Raytheon Company | 株式-その他 | 1.04% | — | — | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.99% | +0.01% | — | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.06% | — | |
| 48 | AWK | American Water Works Co INC | 株式-公益事業 | 0.97% | — | — | |
| 49 | EMN | Eastman Chemical Co | 株式-素材 | 0.96% | — | — | |
| 50 | COF | Capital One Financial CORP | 株式-金融 | 0.95% | +0.72% | NEW |