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 | 8.67% | +1.07% | +5.41% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.93% | -0.99% | -5.79% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.08% | +0.17% | -2.61% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.78% | -1.60% | +0.78% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 2.83% | — | +2.09% | |
| 6 | CDNS | Cadence Design Sys INC | 株式-IT | 2.71% | +0.16% | +2.65% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.41% | +0.90% | +1955.07% | |
| 8 | GIS | General Mills INC | 株式-生活必需品 | 2.17% | — | +0.98% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 2.13% | — | +0.18% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.01% | +3.25% | |
| 11 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.90% | -0.53% | +1.50% | |
| 12 | ACN | Accenture plc | 株式-IT | 1.84% | — | +0.85% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.80% | -0.05% | +1.06% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.76% | — | +1.02% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.65% | — | +1.53% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | -0.66% | +1.22% | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 1.43% | +0.03% | +0.22% | |
| 18 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.41% | -0.97% | EXIT | |
| 19 | HO1 | Hologic INC | 株式-その他 | 1.38% | -1.04% | EXIT | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.32% | -0.22% | +45.23% | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 1.30% | — | +1.27% | |
| 22 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.25% | — | +1.03% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | — | +28.64% | |
| 24 | PGR | Progressive CORP | 株式-金融 | 1.22% | -0.44% | +1.19% | |
| 25 | TGT | Target CORP | 株式-一般消費財 | 1.19% | — | +1.11% | |
| 26 | KORP | American Century Diversified | ETF-その他 | 1.18% | +0.07% | -13.49% | |
| 27 | EA | Electronic Arts INC | 株式-通信サービス | 1.17% | +0.20% | +0.86% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 1.11% | — | +0.21% | |
| 29 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.08% | — | +2.27% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | +0.20% | +0.98% | |
| 31 | RVTY | Revvity INC | 株式-ヘルスケア | 1.06% | — | +1.63% | |
| 32 | BIIB | Biogen INC | 株式-ヘルスケア | 1.06% | — | +0.71% | |
| 33 | PSA | Public Storage | 株式-不動産 | 1.06% | — | +1.65% | |
| 34 | FTNT | Fortinet INC | 株式-IT | 1.05% | — | +1.75% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.05% | -0.68% | EXIT | |
| 36 | USB | US Bancorp | 株式-金融 | 1.01% | — | -33.04% | |
| 37 | LRCXEUR | Lam Research CORP | 株式-IT | 1.01% | — | +1.17% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | — | -0.50% | |
| 39 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.97% | +0.05% | -14.23% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.94% | +0.17% | +3.32% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.91% | — | -0.32% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.91% | — | +208.77% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.89% | — | +1.87% | |
| 44 | EOG | Eog Resources INC | 株式-エネルギー | 0.87% | — | +4.52% | |
| 45 | BRO | Brown & Brown INC | 株式-金融 | 0.86% | — | +0.36% | |
| 46 | DVN | Devon Energy CORP | 株式-エネルギー | 0.82% | — | +12.99% | |
| 47 | SNA | Snap-on INC | 株式-資本財 | 0.81% | — | +1.37% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.78% | — | +1.35% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | +0.16% | +0.83% | |
| 50 | KLAC | Kla CORP | 株式-IT | 0.70% | +0.03% | — |