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 | 15.01% | +0.61% | -0.91% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 13.03% | -2.10% | -4.16% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 7.41% | -0.46% | -7.19% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.54% | -0.38% | +11.48% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 5.88% | -0.43% | -0.88% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.80% | -1.86% | +321.19% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.96% | +0.91% | -3.39% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 4.66% | +0.18% | -4.46% | |
| 9 | MCK | Mckesson CORP | 株式-ヘルスケア | 2.95% | +0.64% | -3.79% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 2.77% | -0.19% | -0.91% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.69% | -0.14% | +5.07% | |
| 12 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.33% | — | -2.40% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.76% | +0.03% | -2.78% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.74% | +0.13% | -1.50% | |
| 15 | ACN | Accenture plc | 株式-IT | 1.54% | -0.12% | -2.28% | |
| 16 | ADP | Automatic Data Processing | 株式-IT | 1.54% | -0.16% | -1.43% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.43% | +0.19% | +15.08% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.24% | — | +8.38% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | +0.02% | -3.18% | |
| 20 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.98% | +0.41% | -10.13% | |
| 21 | COR | Cencora INC | 株式-ヘルスケア | 0.83% | +0.06% | -7.78% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.74% | -1.92% | +295.76% | |
| 23 | SYK | Stryker CORP | 株式-ヘルスケア | 0.62% | — | -8.60% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | -0.05% | -5.57% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.54% | +0.45% | +202.35% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | -12.12% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | +0.30% | -11.51% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.16% | +9.87% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | -8.94% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +1.79% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | -4.83% | |
| 32 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.39% | -0.57% | — | |
| 33 | ROST | Ross Stores INC | 株式-一般消費財 | 0.37% | +0.20% | -8.67% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | +0.01% | +6.22% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | -1.09% | |
| 36 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.31% | — | +4.66% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.29% | — | -14.07% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | -20.63% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.26% | — | +1.42% | |
| 40 | ETN | Eaton Corporation plc | 株式-資本財 | 0.24% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | — | +0.80% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.21% | — | +0.14% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | -2.53% | |
| 44 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.21% | -0.36% | EXIT | |
| 45 | ROL | Rollins INC | 株式-一般消費財 | 0.21% | -0.10% | +0.34% | |
| 46 | FHN | First Horizon CORP | 株式-金融 | 0.19% | — | -16.26% | |
| 47 | FICO | Fair Isaac CORP | 株式-IT | 0.19% | — | +29.69% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.17% | — | +0.04% | |
| 49 | LHX | L3harris Technologies INC | 株式-資本財 | 0.17% | +0.18% | -17.34% | |
| 50 | DFSEUR | Discover Financial Services | 株式-その他 | 0.16% | — | — |