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 | 12.91% | -2.10% | -1.95% | |
| 2 | AAPL | Apple INC | 株式-IT | 12.77% | +0.61% | -2.12% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.44% | -0.38% | +38.78% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 6.04% | -0.46% | -5.41% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 5.74% | -0.43% | -2.47% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.87% | -1.86% | +25.18% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 4.47% | +0.18% | +4.74% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.14% | +0.91% | -3.60% | |
| 9 | MCK | Mckesson CORP | 株式-ヘルスケア | 3.51% | +0.64% | -7.60% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 2.92% | -0.19% | -0.46% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.51% | +0.03% | +2.88% | |
| 12 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.47% | — | -1.03% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.46% | +0.19% | +14.09% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.42% | -0.14% | +5.46% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.35% | -1.92% | +99.67% | |
| 16 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.51% | -0.57% | +16.99% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.46% | -0.16% | -5.21% | |
| 18 | COR | Cencora INC | 株式-ヘルスケア | 1.19% | +0.06% | -7.07% | |
| 19 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.04% | +0.41% | -1.50% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.94% | +0.02% | -23.37% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | +0.01% | +66.12% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.80% | -0.15% | +89.25% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.16% | +30.32% | |
| 24 | ACN | Accenture plc | 株式-IT | 0.74% | -0.12% | -17.76% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.72% | — | +0.04% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | — | +62.09% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.65% | +0.45% | -0.18% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.63% | -0.05% | -4.25% | |
| 29 | SYK | Stryker CORP | 株式-ヘルスケア | 0.55% | — | -1.77% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.30% | -4.58% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | -10.77% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.40% | — | +0.84% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | +85.16% | |
| 34 | ROST | Ross Stores INC | 株式-一般消費財 | 0.34% | +0.20% | -2.12% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | -5.95% | |
| 36 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.33% | -0.36% | EXIT | |
| 37 | GE | General Electric | 株式-資本財 | 0.28% | — | +39.00% | |
| 38 | ROL | Rollins INC | 株式-一般消費財 | 0.28% | -0.10% | -14.71% | |
| 39 | RSG | Republic Services INC | 株式-資本財 | 0.27% | -0.07% | EXIT | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | -0.81% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | — | +11.65% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.24% | — | -2.64% | |
| 43 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.23% | — | -2.56% | |
| 44 | LHX | L3harris Technologies INC | 株式-資本財 | 0.22% | +0.18% | +1.48% | |
| 45 | WM | Waste Management INC | 株式-資本財 | 0.22% | — | -33.58% | |
| 46 | COF | Capital One Financial CORP | 株式-金融 | 0.21% | -0.08% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.20% | — | -1.29% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | — | +17.42% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | — | — | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | — | -12.15% |