CIK: 0001904326
申告総資産額
$1.6億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 23.25% | — | +0.80% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.67% | — | +0.31% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.21% | — | +0.60% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.20% | — | +6.86% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.54% | — | -3.55% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.69% | — | +2062.80% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.79% | — | +0.42% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.55% | — | +2.45% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | — | -3.21% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.35% | — | — | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.13% | — | +112.28% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.01% | — | +2.92% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.01% | — | +1.68% | |
| 14 | ACN | Accenture plc | 株式-IT | 0.99% | — | -1.57% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.94% | — | +1.07% | |
| 16 | ADBE | Adobe INC | 株式-IT | 0.93% | — | -2.54% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | -0.67% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | — | -10.27% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | — | +13.42% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | +4.85% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | -0.33% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 0.77% | — | -0.97% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | — | +1.31% | |
| 24 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.65% | — | -0.09% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.64% | — | +2.16% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.63% | — | -4.29% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.62% | — | -1.33% | |
| 28 | PAYX | Paychex INC | 株式-IT | 0.61% | — | -1.93% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -4.57% | |
| 30 | FCN | Fti Consulting INC | 株式-資本財 | 0.60% | — | -1.59% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | — | +0.84% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.58% | — | -2.92% | |
| 33 | INTU | Intuit INC | 株式-IT | 0.57% | — | +0.56% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.57% | — | -7.09% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | +9.67% | |
| 36 | DCOM | Dime Commercial Bancshares I | 株式-その他 | 0.53% | — | — | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.53% | — | +6.41% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | +11.89% | |
| 39 | ASML | ASML Holding N.V. | 株式-IT | 0.51% | — | +4.86% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.51% | — | +29.85% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | — | +3.36% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +0.93% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.49% | — | +8.66% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.49% | — | +3.02% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.47% | — | +26.67% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.47% | — | +0.15% | |
| 47 | ADI | Analog Devices INC | 株式-IT | 0.46% | — | +14.50% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | +6.50% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.44% | — | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | +42.78% |