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 | 13.92% | -2.10% | -6.50% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.57% | +0.61% | -4.67% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 7.18% | -0.46% | -3.24% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 6.74% | -0.43% | -0.39% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 5.05% | +0.91% | -3.31% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.74% | -0.38% | -9.26% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 4.25% | +0.18% | -2.53% | |
| 8 | MCK | Mckesson CORP | 株式-ヘルスケア | 3.97% | +0.64% | +0.92% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.92% | -1.86% | -18.53% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 3.18% | -0.19% | +2.87% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.53% | -0.14% | -5.89% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.47% | +0.03% | +11.38% | |
| 13 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.35% | — | -1.41% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.01% | +0.19% | +34.75% | |
| 15 | ADP | Automatic Data Processing | 株式-IT | 1.79% | -0.16% | -2.02% | |
| 16 | COR | Cencora INC | 株式-ヘルスケア | 1.35% | +0.06% | +13.13% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.30% | +0.02% | -4.09% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.20% | -0.12% | -7.18% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.20% | -1.92% | +70.31% | |
| 20 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.06% | -0.57% | +82.37% | |
| 21 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.96% | +0.41% | -3.84% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | -0.05% | +0.57% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.70% | — | -28.44% | |
| 24 | SYK | Stryker CORP | 株式-ヘルスケア | 0.67% | — | -1.08% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.66% | +0.45% | +4.99% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.16% | +31.63% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | -0.47% | |
| 28 | RSG | Republic Services INC | 株式-資本財 | 0.46% | -0.07% | EXIT | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.30% | -1.91% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | +0.01% | +51.27% | |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.41% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | -5.20% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.39% | -0.15% | — | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.38% | -0.12% | +51.54% | |
| 35 | WM | Waste Management INC | 株式-資本財 | 0.37% | — | +146.85% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | — | — | |
| 37 | ROL | Rollins INC | 株式-一般消費財 | 0.34% | -0.10% | +32.05% | |
| 38 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.34% | -0.36% | EXIT | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | — | +46.05% | |
| 40 | ROST | Ross Stores INC | 株式-一般消費財 | 0.32% | +0.20% | +2.44% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | +0.24% | |
| 42 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.27% | — | -7.51% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.27% | — | +0.16% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.25% | — | — | |
| 45 | COF | Capital One Financial CORP | 株式-金融 | 0.23% | -0.08% | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.23% | — | -1.33% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | +0.20% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.21% | — | -49.05% | |
| 49 | CTAS | Cintas CORP | 株式-資本財 | 0.21% | — | +18.37% | |
| 50 | FHN | First Horizon CORP | 株式-金融 | 0.20% | — | — |