CIK: 0001767724
申告総資産額
$5.7億
| # | 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 | TJX | Tjx Companies INC | 株式-一般消費財 | 81.61% | +2.82% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.59% | -1.53% | +11.91% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.76% | -0.18% | -2.04% | |
| 4 | SUB | Ishares Short-term National | ETF-その他 | 1.76% | -0.13% | EXIT | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.35% | -0.16% | +7.92% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | -0.12% | +4.52% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.46% | -5.42% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | -0.01% | — | |
| 9 | ARKK | Ark Innovation ETF | ETF-その他 | 0.66% | -0.03% | +2.29% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.06% | -9.35% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.12% | -0.94% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 0.30% | — | +2.06% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | +12.04% | |
| 14 | BWIN | Baldwin Insurance Group Inc/ | 株式-その他 | 0.24% | — | +22.29% | |
| 15 | ADBE | Adobe INC | 株式-IT | 0.24% | — | +1.86% | |
| 16 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.23% | -0.04% | EXIT | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | -0.04% | +27.11% | |
| 18 | NOW | Servicenow INC | 株式-IT | 0.22% | — | +2.18% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.22% | -0.03% | +3.74% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.22% | -0.06% | EXIT | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.18% | -0.02% | +2.04% | |
| 22 | CRM | Salesforce INC | 株式-IT | 0.17% | — | -22.02% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.16% | +0.05% | +7.09% | |
| 24 | PYPL | Paypal Holdings INC | 株式-金融 | 0.15% | — | +105.00% | |
| 25 | MU | Micron Technology INC | 株式-IT | 0.15% | — | — | |
| 26 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.15% | — | +2.13% | |
| 27 | CRI | Carter's INC | 株式-その他 | 0.14% | — | +7.69% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.14% | — | +70.31% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.14% | -0.02% | +2.95% | |
| 30 | GLW | Corning INC | 株式-IT | 0.14% | — | +7.55% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.14% | — | +1.97% | |
| 32 | ELAN | Elanco Animal Health INC | 株式-ヘルスケア | 0.14% | — | +5.33% | |
| 33 | SSNC | Ss&c Technologies Holdings | 株式-IT | 0.14% | -0.04% | EXIT | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.14% | — | +5.52% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.13% | -0.02% | — | |
| 36 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 0.13% | — | -19.44% | |
| 37 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.13% | — | +2.87% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | +0.03% | -4.27% | |
| 39 | AVTR | Avantor INC | 株式-ヘルスケア | 0.13% | — | — | |
| 40 | GM | General Motors Co | 株式-一般消費財 | 0.12% | — | — | |
| 41 | ST | Sensata Technologies Holding plc | 株式-IT | 0.12% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.12% | — | -31.41% | |
| 43 | LGF-BEUR | Lions Gate Entertainment-b | 株式-その他 | 0.12% | — | — | |
| 44 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.12% | — | -20.22% | |
| 45 | MHK | Mohawk Industries INC | 株式-一般消費財 | 0.12% | — | +30.36% | |
| 46 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.11% | — | -10.49% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.10% | — | — | |
| 48 | ADSK | Autodesk INC | 株式-IT | 0.10% | — | -23.55% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.10% | -0.20% | -24.68% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | -0.04% | -1.15% |