CIK: 0001882132
申告総資産額
$7.8億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.66% | — | — | |
| 2 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 4.24% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.16% | — | — | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.91% | — | — | |
| 5 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 3.53% | — | — | |
| 6 | AAPL | Apple INC | 株式-IT | 3.07% | — | — | |
| 7 | FHLC | Fidelity Msci Health Care | ETF-その他 | 2.75% | -0.22% | — | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.74% | +0.19% | — | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 2.62% | — | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.56% | — | — | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.04% | — | — | |
| 12 | BIIB | Biogen INC | 株式-ヘルスケア | 1.80% | — | — | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.64% | — | — | |
| 14 | AXP | American Express Co | 株式-金融 | 1.55% | — | — | |
| 15 | DLTR | Dollar Tree INC | 株式-生活必需品 | 1.51% | — | — | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.47% | — | — | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.39% | — | — | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.35% | — | — | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.32% | — | — | |
| 20 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.32% | — | — | |
| 21 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 1.31% | — | — | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.21% | — | — | |
| 23 | ICE | Intercontinental Exchange In | 株式-金融 | 1.21% | — | — | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.20% | — | — | |
| 25 | MSI | Motorola Solutions INC | 株式-IT | 1.19% | -0.25% | — | |
| 26 | CLX | Clorox Company | 株式-生活必需品 | 1.17% | — | — | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.11% | — | — | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 1.10% | — | — | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.08% | — | — | |
| 30 | ORCL | Oracle CORP | 株式-IT | 1.08% | +0.23% | — | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 1.06% | — | — | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.04% | — | — | |
| 33 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 1.03% | — | — | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.99% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | — | — | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | — | — | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.83% | — | — | |
| 38 | INTC | Intel CORP | 株式-IT | 0.83% | — | — | |
| 39 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.77% | — | — | |
| 40 | MU | Micron Technology INC | 株式-IT | 0.77% | — | — | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | — | — | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.73% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | — | — | |
| 44 | CME | Cme Group INC | 株式-金融 | 0.71% | — | — | |
| 45 | EBAY | Ebay INC | 株式-一般消費財 | 0.69% | +0.14% | — | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | — | — | |
| 47 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.69% | — | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | — | — | |
| 49 | JNP | Juniper Networks INC | 株式-その他 | 0.68% | — | — | |
| 50 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.66% | — | — |