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 | 27.05% | -5.38% | -3.52% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.26% | -0.05% | -0.64% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 9.01% | +1.36% | +0.88% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.25% | +0.18% | -1.84% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.35% | -0.01% | — | |
| 6 | USB | US Bancorp | 株式-金融 | 3.21% | -0.06% | -2.52% | |
| 7 | NUE | Nucor CORP | 株式-素材 | 3.10% | +0.38% | -0.48% | |
| 8 | WM | Waste Management INC | 株式-資本財 | 2.65% | +0.23% | -1.48% | |
| 9 | MMM | 3m Co | 株式-資本財 | 2.52% | -0.13% | -3.17% | |
| 10 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 2.37% | — | -3.40% | |
| 11 | PCAR | Paccar INC | 株式-資本財 | 2.29% | +0.24% | +46.01% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | +0.65% | -3.80% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.98% | -0.01% | -1.75% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.74% | -0.05% | +2.07% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.69% | -0.03% | — | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.54% | +0.12% | -10.49% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.46% | +0.17% | -1.69% | |
| 18 | GE | General Electric | 株式-資本財 | 1.25% | -0.11% | — | |
| 19 | KR | Kroger Co | 株式-生活必需品 | 1.23% | +0.23% | -2.55% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.20% | -0.02% | -4.10% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.06% | -0.17% | -2.10% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | +0.49% | -2.93% | |
| 23 | DINT | Davis Select International | ETF-その他 | 0.87% | -0.03% | -6.64% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.80% | — | — | |
| 25 | CB | Chubb Limited | 株式-金融 | 0.73% | — | -2.92% | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 0.71% | -0.04% | -11.83% | |
| 27 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.63% | +0.11% | -5.52% | |
| 28 | FDX | Fedex CORP | 株式-資本財 | 0.62% | +0.16% | -1.49% | |
| 29 | GEV | GE Vernova INC | 株式-資本財 | 0.61% | +0.27% | — | |
| 30 | CEG | Constellation Energy | 株式-公益事業 | 0.61% | -0.12% | -1.58% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.52% | — | — | |
| 32 | CSX | Csx CORP | 株式-資本財 | 0.46% | +0.09% | — | |
| 33 | MUST | Columbia Multi-sect Muni INC | ETF-その他 | 0.46% | — | -8.12% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.43% | +0.20% | +0.06% | |
| 35 | EXC | Exelon CORP | 株式-公益事業 | 0.40% | +0.06% | -0.61% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.40% | -0.01% | -2.87% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -5.63% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | — | +7.08% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.35% | -0.07% | +0.06% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | -0.06% | — | |
| 41 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-その他 | 0.31% | — | +3.14% | |
| 42 | SOLV | Solventum CORP | 株式-ヘルスケア | 0.31% | -0.05% | -7.48% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.29% | — | — | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.27% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | -46.43% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | -0.03% | -26.84% | |
| 47 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 0.23% | -0.03% | -0.58% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | -0.01% | -16.72% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | -0.02% | — | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.23% | — | -5.68% |