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 | MSFT | Microsoft CORP | 株式-IT | 12.65% | -2.10% | -13.13% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 11.04% | -0.43% | -11.99% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 9.93% | -0.19% | -14.77% | |
| 4 | AAPL | Apple INC | 株式-IT | 9.56% | +0.61% | -9.22% | |
| 5 | HD | Home Depot INC | 株式-一般消費財 | 5.84% | +0.18% | -11.18% | |
| 6 | LMT | Lockheed Martin CORP | 株式-資本財 | 4.20% | +0.10% | -6.30% | |
| 7 | GPN | Global Payments INC | 株式-資本財 | 4.09% | — | -40.00% | |
| 8 | NOC | Northrop Grumman CORP | 株式-資本財 | 3.97% | +0.41% | -6.85% | |
| 9 | ACN | Accenture plc | 株式-IT | 3.70% | -0.12% | -17.59% | |
| 10 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.43% | — | -2.28% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.02% | -1.86% | +88.73% | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 2.38% | -0.16% | -4.02% | |
| 13 | ROST | Ross Stores INC | 株式-一般消費財 | 2.08% | +0.20% | -4.07% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.04% | +0.03% | -19.78% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.55% | -0.05% | -1.66% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.52% | +0.91% | -1.46% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.40% | +0.30% | -8.99% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.37% | — | -1.94% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.14% | -2.87% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.98% | — | -4.93% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 0.93% | — | -42.95% | |
| 22 | LHX | L3harris Technologies INC | 株式-資本財 | 0.88% | +0.18% | +1.96% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.76% | +0.45% | +9.52% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | — | -22.01% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | -16.95% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | -0.46% | -6.10% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | -29.77% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | -1.85% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | +0.02% | -17.10% | |
| 30 | ED | Consolidated Edison INC | 株式-公益事業 | 0.49% | — | +8.27% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.48% | — | +75.14% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | -9.37% | |
| 33 | ROL | Rollins INC | 株式-一般消費財 | 0.43% | -0.10% | +0.05% | |
| 34 | TROW | T Rowe Price Group INC | 株式-金融 | 0.40% | — | -16.37% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | — | -38.07% | |
| 36 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.39% | — | -3.86% | |
| 37 | CTAS | Cintas CORP | 株式-資本財 | 0.37% | — | -11.89% | |
| 38 | CSX | Csx CORP | 株式-資本財 | 0.37% | — | -12.06% | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.34% | — | +60.09% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.33% | — | -17.23% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.32% | — | -7.34% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | -5.38% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.27% | +0.13% | -90.63% | |
| 44 | DUK | Duke Energy CORP | 株式-公益事業 | 0.27% | — | +23.46% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | — | -38.08% | |
| 46 | TIFEUR | Tiffany & Co | 株式-その他 | 0.26% | — | +0.05% | |
| 47 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.25% | — | -19.60% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.25% | — | -10.79% | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.23% | — | — | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.22% | — | -81.86% |