CIK: 0002011850
申告総資産額
$2.3億
| # | 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 | PCAR | Paccar INC | 株式-資本財 | 16.01% | +0.23% | -1.39% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.63% | -0.86% | -2.81% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.79% | — | +0.11% | |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 5.70% | -0.07% | +1.02% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 5.66% | — | +0.50% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.26% | — | -0.20% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.04% | — | -5.95% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.93% | — | +1.74% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.81% | -0.18% | -0.03% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.50% | -0.33% | -0.54% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.38% | — | -0.69% | |
| 12 | KLAC | Kla CORP | 株式-IT | 1.30% | -0.38% | -12.34% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.28% | -0.32% | +1.47% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.27% | -0.20% | -18.74% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.25% | -0.45% | +2.97% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | -0.65% | |
| 17 | MMM | 3m Co | 株式-資本財 | 1.23% | -0.18% | +0.74% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.23% | -0.36% | +3.41% | |
| 19 | OGN | Organon & Co | 株式-ヘルスケア | 1.20% | — | -1.20% | |
| 20 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 1.16% | — | +3.09% | |
| 21 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 1.15% | — | +0.69% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.14% | +0.18% | +0.91% | |
| 23 | HPQ | Hp INC | 株式-IT | 1.13% | +0.27% | +5.48% | |
| 24 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.12% | — | +0.24% | |
| 25 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.11% | +0.07% | +5.92% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.10% | — | +12.34% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.09% | -0.16% | — | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 1.06% | +0.09% | +0.50% | |
| 29 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.06% | +0.06% | -7.69% | |
| 30 | WU | Western Union Co | 株式-金融 | 1.03% | +0.17% | +24.64% | |
| 31 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.03% | +0.81% | +1.07% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 1.02% | — | +1.17% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 1.01% | +0.73% | +3.34% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | — | +1.00% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | +1.09% | |
| 36 | UL | Unilever PLC | 株式-生活必需品 | 1.00% | — | +1.32% | |
| 37 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.99% | — | -17.84% | |
| 38 | APAM | Artisan Partners Asset Ma -a | 株式-金融 | 0.99% | +0.58% | +403.91% | |
| 39 | HRB | H&r Block INC | 株式-一般消費財 | 0.95% | — | +1.29% | |
| 40 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.95% | -0.32% | EXIT | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.93% | +0.13% | +12.12% | |
| 42 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.91% | +0.12% | +0.40% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.65% | — | +0.24% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.59% | — | — | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | +0.16% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +6.58% | |
| 47 | BMAY | Innovator U.s. Equity Buffer | ETF-その他 | 0.31% | — | — | |
| 48 | APP | Applovin Corp-class A | 株式-IT | 0.31% | -0.15% | -0.32% | |
| 49 | NAPR | Innovator Growth 100 Power B | ETF-その他 | 0.29% | — | — | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | +0.46% |