CIK: 0001785717
申告総資産額
$1.5億
| # | 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 | 7.56% | +0.40% | -0.12% | |
| 2 | WK | Workiva INC | 株式-IT | 7.09% | -2.15% | +0.87% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.93% | -0.63% | +6.14% | |
| 4 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 5.24% | -1.53% | EXIT | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.60% | -0.37% | -0.56% | |
| 6 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 4.05% | — | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.88% | +0.29% | +6.75% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 3.60% | — | +6.99% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 3.59% | +0.06% | +7.68% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 3.39% | +0.20% | +6.64% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.17% | +0.18% | — | |
| 12 | ADBE | Adobe INC | 株式-IT | 3.02% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.90% | +0.17% | +1.86% | |
| 14 | WM | Waste Management INC | 株式-資本財 | 2.24% | +0.29% | +25.31% | |
| 15 | CL | Colgate-palmolive Co | 株式-生活必需品 | 2.17% | — | +1.31% | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 2.02% | -0.03% | — | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.91% | +0.23% | +112.74% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.85% | +0.65% | +182.98% | |
| 19 | RVTY | Revvity INC | 株式-ヘルスケア | 1.81% | — | +44.50% | |
| 20 | RRC | Range Resources CORP | 株式-エネルギー | 1.73% | +0.49% | +1.77% | |
| 21 | IQLT | Ishares Msci International Q | ETF-その他 | 1.72% | +0.59% | +387.15% | |
| 22 | SGENUSD | Seagen INC | 株式-その他 | 1.65% | — | +6.00% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.41% | — | — | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.36% | +0.45% | +422.09% | |
| 25 | APD | Air Products & Chemicals INC | 株式-素材 | 1.35% | — | -0.71% | |
| 26 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.29% | — | -1.29% | |
| 27 | RS | Reliance INC | 株式-素材 | 1.28% | +0.21% | — | |
| 28 | XHS | Ss Spdr S&p Hc Services ETF | ETF-その他 | 1.27% | — | +247.21% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.27% | — | — | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | — | +6.74% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 1.16% | +0.30% | -2.73% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.16% | +0.12% | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.12% | — | — | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.07% | +0.02% | — | |
| 35 | CRS | Carpenter Technology | 株式-資本財 | 0.99% | +1.87% | — | |
| 36 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.94% | — | — | |
| 37 | LHX | L3harris Technologies INC | 株式-資本財 | 0.91% | — | +50.02% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.81% | +0.05% | +2.02% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.68% | +0.09% | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | +71.06% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.53% | +0.07% | — | |
| 42 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.48% | +0.66% | — | |
| 43 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.43% | +0.08% | — | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.40% | — | — | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.40% | — | — | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.34% | +0.05% | — | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.31% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.27% | — | |
| 49 | SNA | Snap-on INC | 株式-資本財 | 0.29% | — | — | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | — | — |