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 | AAPL | Apple INC | 株式-IT | 16.65% | +0.61% | -0.30% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 12.91% | -2.10% | +2.62% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 7.63% | -0.43% | -0.99% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 6.29% | +0.18% | -5.49% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.19% | +0.91% | +2.53% | |
| 6 | ACN | Accenture plc | 株式-IT | 3.96% | -0.12% | -1.04% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 3.49% | -0.19% | -1.24% | |
| 8 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.80% | — | -1.32% | |
| 9 | ADP | Automatic Data Processing | 株式-IT | 2.63% | -0.16% | -9.49% | |
| 10 | NOC | Northrop Grumman CORP | 株式-資本財 | 2.60% | +0.41% | -17.14% | |
| 11 | MCK | Mckesson CORP | 株式-ヘルスケア | 2.46% | +0.64% | -10.71% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.34% | -0.46% | -38.68% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.12% | — | -11.64% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.07% | -1.86% | -4.84% | |
| 15 | HSY | Hershey Co/the | 株式-生活必需品 | 1.68% | — | -15.69% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.50% | -0.05% | -1.04% | |
| 17 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.34% | — | -1.30% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.20% | +0.30% | -11.63% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.19% | — | -7.88% | |
| 20 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.96% | — | -20.83% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | +0.03% | -37.70% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.88% | — | +197.88% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | -35.65% | |
| 24 | SYK | Stryker CORP | 株式-ヘルスケア | 0.76% | — | -1.64% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.75% | — | -2.45% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | -3.50% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.68% | +0.45% | -1.70% | |
| 28 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.67% | — | -24.45% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.14% | +0.56% | |
| 30 | ROST | Ross Stores INC | 株式-一般消費財 | 0.61% | +0.20% | -2.63% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | -40.71% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | -0.45% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.47% | — | +0.15% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | -0.38% | +27.09% | |
| 35 | LHX | L3harris Technologies INC | 株式-資本財 | 0.44% | +0.18% | -10.88% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | — | +12.35% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | +0.23% | |
| 38 | ROL | Rollins INC | 株式-一般消費財 | 0.40% | -0.10% | -0.02% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.38% | +0.10% | -5.13% | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.36% | — | +0.07% | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.36% | — | -12.71% | |
| 42 | ED | Consolidated Edison INC | 株式-公益事業 | 0.35% | — | -2.00% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.34% | — | -8.72% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | +0.17% | NEW | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.32% | +0.87% | |
| 46 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.32% | — | +144.85% | |
| 47 | FHN | First Horizon CORP | 株式-金融 | 0.31% | — | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | -53.95% | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.30% | — | +0.03% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.28% | — | -0.58% |