CIK: 0001913467
申告総資産額
$1.5億
| # | 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 | 29.56% | -5.38% | -1.69% | |
| 2 | COST | Costco Wholesale CORP | 株式-生活必需品 | 8.29% | +1.36% | -0.90% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 8.15% | -0.05% | -0.96% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.23% | +0.18% | -1.85% | |
| 5 | NUE | Nucor CORP | 株式-素材 | 4.13% | +0.38% | -1.45% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.04% | -0.01% | -12.20% | |
| 7 | WM | Waste Management INC | 株式-資本財 | 2.80% | +0.23% | -3.68% | |
| 8 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 2.74% | — | -1.10% | |
| 9 | USB | US Bancorp | 株式-金融 | 2.70% | -0.06% | -3.26% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.28% | +0.65% | -1.17% | |
| 11 | MMM | 3m Co | 株式-資本財 | 2.07% | -0.13% | — | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.96% | -0.01% | -2.22% | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.77% | -0.17% | -5.93% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.67% | -0.03% | +900.00% | |
| 15 | PCAR | Paccar INC | 株式-資本財 | 1.52% | +0.24% | +0.15% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.49% | -0.05% | -7.13% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.46% | +0.12% | +0.21% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.27% | +0.17% | -8.23% | |
| 19 | GE | General Electric | 株式-資本財 | 1.18% | -0.11% | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.49% | -3.85% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | -0.02% | — | |
| 22 | KR | Kroger Co | 株式-生活必需品 | 1.05% | +0.23% | -0.92% | |
| 23 | DINT | Davis Select International | ETF-その他 | 0.85% | -0.03% | -2.96% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 0.79% | -0.04% | -4.90% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | -8.60% | |
| 26 | CB | Chubb Limited | 株式-金融 | 0.68% | — | -2.84% | |
| 27 | FDX | Fedex CORP | 株式-資本財 | 0.66% | +0.16% | -1.44% | |
| 28 | CEG | Constellation Energy | 株式-公益事業 | 0.59% | -0.12% | -5.58% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.55% | — | -3.20% | |
| 30 | MUST | Columbia Multi-sect Muni INC | ETF-その他 | 0.49% | — | -9.76% | |
| 31 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.49% | +0.11% | -3.53% | |
| 32 | CSX | Csx CORP | 株式-資本財 | 0.47% | +0.09% | — | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.46% | — | -15.74% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | — | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.44% | -0.07% | +0.06% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.43% | -0.01% | -5.22% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | -0.03% | — | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.39% | +0.20% | +0.06% | |
| 39 | EXC | Exelon CORP | 株式-公益事業 | 0.37% | +0.06% | -4.10% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | — | +0.07% | |
| 41 | GEV | GE Vernova INC | 株式-資本財 | 0.32% | +0.27% | — | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.31% | -0.06% | -2.37% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.30% | — | — | |
| 44 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-その他 | 0.28% | — | +3.35% | |
| 45 | SOLV | Solventum CORP | 株式-ヘルスケア | 0.27% | -0.05% | — | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.26% | — | — | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | — | — | |
| 48 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 0.23% | -0.03% | -0.55% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | -0.01% | — | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.22% | +0.08% | -6.39% |