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 | 21.96% | — | -1.92% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.86% | — | -4.52% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.65% | — | +1.42% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.55% | — | +7.60% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.40% | — | +0.17% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.94% | — | +9.93% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.82% | — | +6.22% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | +1.48% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | — | +3.05% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.12% | — | +3.45% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.12% | — | -3.02% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | — | +4.49% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 0.95% | — | +12.55% | |
| 14 | ADBE | Adobe INC | 株式-IT | 0.90% | — | -14.58% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.85% | — | +2.47% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +3.22% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | — | +1.62% | |
| 18 | ACN | Accenture plc | 株式-IT | 0.79% | — | +6.43% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | -1.49% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | +1.36% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | — | +1.36% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | +9.09% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | — | +9.95% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | — | +0.71% | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.60% | — | +1.84% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | — | +56.56% | |
| 27 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.59% | — | -2.89% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | — | |
| 29 | EME | Emcor Group INC | 株式-資本財 | 0.56% | — | +6.77% | |
| 30 | ASML | ASML Holding N.V. | 株式-IT | 0.56% | — | +8.59% | |
| 31 | FCN | Fti Consulting INC | 株式-資本財 | 0.55% | — | +7.08% | |
| 32 | SSD | Simpson Manufacturing Co INC | 株式-素材 | 0.53% | — | +7.10% | |
| 33 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.53% | — | -4.27% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | +3.38% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.51% | — | -2.10% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.51% | — | +0.65% | |
| 37 | NOW | Servicenow INC | 株式-IT | 0.50% | — | +22.94% | |
| 38 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.50% | — | -11.31% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | — | +6.02% | |
| 40 | PKST | Peakstone Realty Trust | 株式-その他 | 0.50% | — | — | |
| 41 | PAYX | Paychex INC | 株式-IT | 0.50% | — | +5.01% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.49% | — | +6.24% | |
| 43 | INTU | Intuit INC | 株式-IT | 0.48% | — | -20.06% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.48% | — | -1.77% | |
| 45 | AMP | Ameriprise Financial INC | 株式-金融 | 0.48% | — | +5.45% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.47% | — | +7.05% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.47% | — | +5.37% | |
| 48 | PRI | Primerica INC | 株式-金融 | 0.47% | — | +6.72% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | +1.67% | |
| 50 | SNA | Snap-on INC | 株式-資本財 | 0.45% | — | +5.17% |