CIK: 0001874374
申告総資産額
$2.1億
| # | 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 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.91% | +1.07% | +0.60% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.97% | -0.99% | +1.40% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.44% | +0.17% | +1.95% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.67% | -1.60% | +1.17% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 2.72% | — | +1.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.57% | +0.90% | +1.22% | |
| 7 | CDNS | Cadence Design Sys INC | 株式-IT | 2.33% | +0.16% | +0.54% | |
| 8 | UNP | Union Pacific CORP | 株式-資本財 | 2.24% | — | +1.81% | |
| 9 | GIS | General Mills INC | 株式-生活必需品 | 2.03% | — | -0.13% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.95% | -0.05% | +1.09% | |
| 11 | ACN | Accenture plc | 株式-IT | 1.90% | — | +1.16% | |
| 12 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.87% | -0.53% | +0.50% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | -0.01% | +1928.18% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.78% | — | +0.68% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.71% | — | +0.76% | |
| 16 | USB | US Bancorp | 株式-金融 | 1.66% | — | +1.80% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.50% | -0.66% | +0.68% | |
| 18 | MBB | Ishares Mbs ETF | ETF-その他 | 1.46% | +0.03% | +5.60% | |
| 19 | KORP | American Century Diversified | ETF-その他 | 1.37% | +0.07% | +13.52% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.36% | — | +1.52% | |
| 21 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.35% | -0.97% | EXIT | |
| 22 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.31% | — | +1.52% | |
| 23 | RVTY | Revvity INC | 株式-ヘルスケア | 1.19% | — | +1.78% | |
| 24 | EA | Electronic Arts INC | 株式-通信サービス | 1.17% | +0.20% | +0.80% | |
| 25 | ADBE | Adobe INC | 株式-IT | 1.17% | +0.17% | +3.49% | |
| 26 | PGR | Progressive CORP | 株式-金融 | 1.16% | -0.44% | +0.78% | |
| 27 | FTNT | Fortinet INC | 株式-IT | 1.14% | — | +402.92% | |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.14% | +0.05% | +17.33% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.14% | — | +1.99% | |
| 30 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.14% | — | +1.21% | |
| 31 | LRCXEUR | Lam Research CORP | 株式-IT | 1.12% | — | +1.97% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | +0.20% | +1.61% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 1.09% | — | +0.53% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 1.08% | — | +0.97% | |
| 35 | PSA | Public Storage | 株式-不動産 | 1.07% | — | -0.08% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.06% | -0.68% | EXIT | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | +1.75% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.99% | — | +0.50% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.98% | — | +0.71% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.94% | — | +1.49% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | — | +1.56% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.91% | -0.22% | +9.12% | |
| 43 | HO1 | Hologic INC | 株式-その他 | 0.85% | -1.04% | EXIT | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | +0.16% | +0.92% | |
| 45 | BRO | Brown & Brown INC | 株式-金融 | 0.80% | — | +0.96% | |
| 46 | EOG | Eog Resources INC | 株式-エネルギー | 0.79% | — | +1.42% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | — | +1.51% | |
| 48 | BIIB | Biogen INC | 株式-ヘルスケア | 0.77% | — | +0.58% | |
| 49 | SNA | Snap-on INC | 株式-資本財 | 0.75% | — | +1.12% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | — | -0.13% |