CIK: 0001598011
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 | AAPL | Apple INC | 株式-IT | 7.84% | — | +1.82% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.38% | — | -0.03% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.91% | — | +6.18% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.11% | — | +4.63% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.91% | — | -2.48% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.52% | — | +4.70% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.29% | — | +0.33% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.16% | — | +9.73% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 2.12% | — | +3.35% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 2.12% | — | -4.16% | |
| 11 | CRM | Salesforce INC | 株式-IT | 2.06% | — | +2.45% | |
| 12 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.06% | — | +1.91% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.87% | — | +3.94% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.85% | — | +4.66% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.84% | — | -1.55% | |
| 16 | ROK | Rockwell Automation INC | 株式-資本財 | 1.84% | — | -1.64% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.74% | — | +0.08% | |
| 18 | WM | Waste Management INC | 株式-資本財 | 1.70% | — | -2.43% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.61% | — | -0.55% | |
| 20 | PANW | Palo Alto Networks INC | 株式-IT | 1.58% | — | +8.20% | |
| 21 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.58% | — | +5.59% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.57% | — | +5.52% | |
| 23 | ICE | Intercontinental Exchange In | 株式-金融 | 1.54% | — | +6.15% | |
| 24 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.48% | — | +3.00% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.47% | — | +3.25% | |
| 26 | DE | Deere & Co | 株式-資本財 | 1.44% | — | +6.72% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.40% | — | -2.89% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.38% | — | -36.86% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 1.38% | — | +7.73% | |
| 30 | HUBB | Hubbell INC | 株式-資本財 | 1.37% | — | +7.06% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.33% | — | +11.34% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | — | -2.27% | |
| 33 | XLB | Ss Materials Select Sector | ETF-その他 | 1.28% | — | +11.56% | |
| 34 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.27% | — | +5.89% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.21% | — | +4.60% | |
| 36 | GD | General Dynamics CORP | 株式-資本財 | 1.18% | — | +8.04% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | — | +0.67% | |
| 38 | AMT | American Tower CORP | 株式-不動産 | 1.07% | — | +7.68% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 1.07% | — | +8.53% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.04% | — | +0.62% | |
| 41 | ROP | Roper Technologies INC | 株式-IT | 1.04% | — | +5.25% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.03% | — | +0.27% | |
| 43 | INTC | Intel CORP | 株式-IT | 1.03% | — | +1.30% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.97% | — | +4.56% | |
| 45 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.93% | — | +4.27% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | — | -10.58% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.89% | — | +2.05% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.84% | — | +10.40% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | +8.43% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.71% | — | +6.45% |