CIK: 0001743863
申告総資産額
$2.6億
| # | 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 | V | Visa Inc-class A Shares | 株式-金融 | 9.67% | -0.43% | +9.47% | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 8.98% | -0.19% | +11.99% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.21% | -2.10% | +5.75% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 5.73% | — | +0.43% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 5.04% | — | +35.69% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 4.86% | +0.18% | +7.34% | |
| 7 | ROL | Rollins INC | 株式-一般消費財 | 3.57% | -0.10% | -3.82% | |
| 8 | ACN | Accenture plc | 株式-IT | 3.56% | -0.12% | +9.83% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.38% | +0.61% | +9.37% | |
| 10 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.27% | +0.10% | +1.33% | |
| 11 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.20% | — | +1.42% | |
| 12 | NOC | Northrop Grumman CORP | 株式-資本財 | 3.17% | +0.41% | -0.08% | |
| 13 | GPN | Global Payments INC | 株式-資本財 | 2.67% | — | +72.77% | |
| 14 | ADP | Automatic Data Processing | 株式-IT | 2.48% | -0.16% | -2.01% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.41% | -0.46% | +100.54% | |
| 16 | SYK | Stryker CORP | 株式-ヘルスケア | 2.38% | — | +181.93% | |
| 17 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.37% | — | +122.16% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | +0.03% | +3.95% | |
| 19 | ROST | Ross Stores INC | 株式-一般消費財 | 1.81% | +0.20% | -0.11% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | +0.30% | -2.57% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.51% | -1.86% | +86.55% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | -0.14% | +16.62% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.24% | — | +3.09% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.19% | -0.05% | +10.51% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.18% | — | -5.26% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.03% | — | +12.87% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 0.90% | — | — | |
| 28 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.69% | — | +0.59% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.69% | +0.45% | -6.06% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | +0.91% | +50.05% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | +0.02% | -1.69% | |
| 32 | CSX | Csx CORP | 株式-資本財 | 0.61% | — | +46.78% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | -1.08% | |
| 34 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | — | -9.79% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.53% | — | +36.79% | |
| 36 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.45% | — | +0.90% | |
| 37 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.45% | — | — | |
| 38 | TROW | T Rowe Price Group INC | 株式-金融 | 0.43% | — | -0.02% | |
| 39 | CTAS | Cintas CORP | 株式-資本財 | 0.42% | — | +4.10% | |
| 40 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.41% | — | -2.72% | |
| 41 | ED | Consolidated Edison INC | 株式-公益事業 | 0.40% | — | +0.29% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.39% | — | +6.51% | |
| 43 | AEP | American Electric Power | 株式-公益事業 | 0.39% | — | — | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.33% | — | -4.68% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | — | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.33% | — | +0.16% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.29% | — | — | |
| 48 | FISV | Fiserv INC | 株式-その他 | 0.28% | — | -5.34% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.27% | -1.92% | +40.21% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | +1.5% | +181.93% | 増加 |
| 2 | GPN | Global Payments INC | +1.1% | +72.77% | 増加 |
| 3 | BDX | Becton Dickinson And Co | +1.1% | +122.16% | 増加 |
| 4 | LLY | Eli Lilly & Co | +1% | +100.54% | 増加 |
| 5 | BA | Boeing Co/the | +0.8% | +35.69% | 増加 |
| 6 | SCHG | Schwab US Large-cap Growth | +0.6% | +86.55% | 増加 |
| 7 | MA | Mastercard INC - A | +0.3% | +11.99% | 増加 |
| 8 | COST | Costco Wholesale CORP | +0.2% | +50.05% | 増加 |
| 9 | CSX | Csx CORP | +0.2% | +46.78% | 増加 |
| 10 | NSC | Norfolk Southern CORP | +0.1% | +36.79% | 増加 |
| 11 | ACN | Accenture plc | +0.1% | +9.83% | 増加 |
| 12 | SCHX | Schwab US Large-cap ETF | 0% | +40.21% | 増加 |
| 13 | AMZN | Amazon.com INC | 0% | +16.62% | 増加 |
| 14 | HON | Honeywell International INC | 0% | +6.51% | 増加 |
| 15 | CTAS | Cintas CORP | 0% | +4.10% | 増加 |
| 16 | MAR | Marriott International -cl A | -0.1% | +0.90% | 増加 |
| 17 | AAPL | Apple INC | -0.1% | +9.37% | 増加 |
| 18 | HRSEUR | L3harris Technologies INC | -0.1% | +0.59% | 増加 |
| 19 | MCD | Mcdonald's CORP | -0.1% | +12.87% | 増加 |
| 20 | ABT | Abbott Laboratories | -0.1% | +10.51% | 増加 |
| 21 | NKE | Nike INC -cl B | -0.2% | +3.09% | 増加 |
| 22 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -5.26% | 減少 |
| 23 | ADP | Automatic Data Processing | -0.3% | -2.01% | 減少 |
| 24 | V | Visa Inc-class A Shares | -0.4% | +9.47% | 増加 |
| 25 | TJX | Tjx Companies INC | -0.4% | +1.42% | 増加 |
| 26 | ROST | Ross Stores INC | -0.4% | -0.11% | 減少 |
| 27 | JNJ | Johnson & Johnson | -0.4% | -2.57% | 減少 |
| 28 | JPM | Jpmorgan Chase & Co | -0.5% | +3.95% | 増加 |
| 29 | LMT | Lockheed Martin CORP | -0.5% | +1.33% | 増加 |
| 30 | HD | Home Depot INC | -0.6% | +7.34% | 増加 |
| 31 | MSFT | Microsoft CORP | -0.6% | +5.75% | 増加 |
| 32 | NOC | Northrop Grumman CORP | -0.7% | -0.08% | 減少 |
| 33 | ROL | Rollins INC | -0.8% | -3.82% | 減少 |
| 34 | UNP | Union Pacific CORP | — | NEW | 新規購入 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 36 | SCHK | Schwab 1000 Index ETF | — | NEW | 新規購入 |
| 37 | AEP | American Electric Power | — | NEW | 新規購入 |
| 38 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |
| 39 | BLKCHF | Blackrock INC | — | NEW | 新規購入 |
| 40 | PG | Procter & Gamble Co/the | — | NEW | 新規購入 |
| 41 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 42 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 43 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 44 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 45 | RTN1USD | Raytheon Company | — | NEW | 新規購入 |
| 46 | WEC | Wec Energy Group INC | — | NEW | 新規購入 |
| 47 | AVY | Avery Dennison CORP | — | NEW | 新規購入 |
| 48 | TIFEUR | Tiffany & Co | — | NEW | 新規購入 |
| 49 | AOS | Smith (a.o.) CORP | — | NEW | 新規購入 |
| 50 | DISCKUSD | Discovery Inc-c | — | NEW | 新規購入 |