CIK: 0001555829
申告総資産額
$1.3億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 7.80% | — | -6.84% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.53% | — | -9.70% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 4.74% | — | +9.45% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.48% | — | +5.03% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.89% | — | +1.99% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.13% | — | +1.00% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.92% | — | +5.82% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.92% | — | -3.46% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.86% | — | +90.87% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.83% | — | +5.62% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.64% | — | +1.50% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.57% | — | -8.19% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.57% | — | +0.27% | |
| 14 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.55% | — | — | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.52% | — | -23.00% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.47% | — | -12.43% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.46% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | — | — | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.29% | — | -24.86% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | — | +2.23% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.21% | — | — | |
| 22 | PLD | Prologis INC | 株式-不動産 | 1.17% | — | — | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 1.14% | — | +1.82% | |
| 24 | ACN | Accenture plc | 株式-IT | 1.08% | — | -29.81% | |
| 25 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.01% | — | — | |
| 26 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.98% | — | — | |
| 27 | MS | Morgan Stanley | 株式-金融 | 0.96% | — | — | |
| 28 | INTU | Intuit INC | 株式-IT | 0.89% | — | — | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.88% | — | -5.26% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.87% | — | -14.13% | |
| 31 | MLM | Martin Marietta Materials | 株式-素材 | 0.86% | — | — | |
| 32 | AON | Aon plc | 株式-金融 | 0.85% | — | -25.59% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.78% | — | — | |
| 34 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.76% | — | -18.12% | |
| 35 | CTAS | Cintas CORP | 株式-資本財 | 0.76% | — | -19.43% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | -2.84% | |
| 37 | WCN | Waste Connections INC | 株式-資本財 | 0.75% | — | — | |
| 38 | KR | Kroger Co | 株式-生活必需品 | 0.70% | — | — | |
| 39 | VMC | Vulcan Materials Co | 株式-素材 | 0.70% | — | — | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.69% | — | — | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.68% | — | — | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | — | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | — | +34.42% | |
| 44 | MCO | Moody's CORP | 株式-金融 | 0.59% | — | — | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | — | |
| 46 | NVR | Nvr INC | 株式-一般消費財 | 0.57% | — | -9.75% | |
| 47 | APH | Amphenol Corp-cl A | 株式-IT | 0.57% | — | — | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.57% | — | — | |
| 49 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.56% | — | — | |
| 50 | CB | Chubb Limited | 株式-金融 | 0.55% | — | — |