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 | 12.95% | +0.61% | -0.76% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 11.11% | -2.10% | -3.75% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 8.09% | -0.46% | -0.59% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.29% | -0.38% | -0.40% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 5.47% | -0.43% | -3.02% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.07% | -1.86% | +6.24% | |
| 7 | MCK | Mckesson CORP | 株式-ヘルスケア | 3.71% | +0.64% | +3.91% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.47% | +0.91% | -5.81% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 3.47% | +0.18% | -4.55% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.38% | -1.92% | +46.98% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 2.70% | -0.19% | -3.67% | |
| 12 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.57% | — | +2.26% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.46% | +0.03% | +0.09% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.44% | -0.14% | -0.07% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.40% | +0.19% | +2.27% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | +0.13% | — | |
| 17 | COR | Cencora INC | 株式-ヘルスケア | 1.36% | +0.06% | +10.06% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.29% | +0.01% | +19.70% | |
| 19 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.19% | -0.57% | -15.70% | |
| 20 | ADP | Automatic Data Processing | 株式-IT | 0.96% | -0.16% | -21.83% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | — | +13.57% | |
| 22 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.87% | +0.41% | -6.75% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.87% | -0.15% | +8.19% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | +0.02% | -10.32% | |
| 25 | ACN | Accenture plc | 株式-IT | 0.69% | -0.12% | -10.57% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.68% | — | -2.37% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.66% | +0.45% | +4.26% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.30% | +22.88% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | -0.05% | -0.43% | |
| 30 | SYK | Stryker CORP | 株式-ヘルスケア | 0.51% | — | +1.36% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.16% | -33.79% | |
| 32 | ROST | Ross Stores INC | 株式-一般消費財 | 0.43% | +0.20% | +9.10% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | +2.25% | |
| 34 | ROL | Rollins INC | 株式-一般消費財 | 0.40% | -0.10% | +46.67% | |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.38% | — | — | |
| 36 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.36% | -0.36% | EXIT | |
| 37 | GS | Goldman Sachs Group INC | 株式-金融 | 0.35% | -0.09% | +110.27% | |
| 38 | GE | General Electric | 株式-資本財 | 0.33% | — | +19.45% | |
| 39 | COF | Capital One Financial CORP | 株式-金融 | 0.27% | -0.08% | +20.88% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | -10.44% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.26% | — | -30.46% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.25% | -0.12% | +41.17% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.25% | — | +0.13% | |
| 44 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.25% | — | -6.14% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.22% | — | -16.97% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | — | +9.06% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.20% | — | -4.12% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.20% | — | +94.74% | |
| 49 | LHX | L3harris Technologies INC | 株式-資本財 | 0.20% | +0.18% | -2.09% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.20% | — | -0.17% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +2.1% | -0.59% | 減少 |
| 2 | SCHX | Schwab US Large-cap ETF | +1% | +46.98% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +19.70% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +13.57% | 増加 |
| 5 | SCHG | Schwab US Large-cap Growth | +0.2% | +6.24% | 増加 |
| 6 | MCK | Mckesson CORP | +0.2% | +3.91% | 増加 |
| 7 | GS | Goldman Sachs Group INC | +0.2% | +110.27% | 増加 |
| 8 | AAPL | Apple INC | +0.2% | -0.76% | 減少 |
| 9 | COR | Cencora INC | +0.2% | +10.06% | 増加 |
| 10 | JNJ | Johnson & Johnson | +0.2% | +22.88% | 増加 |
| 11 | ROL | Rollins INC | +0.1% | +46.67% | 増加 |
| 12 | CAT | Caterpillar INC | +0.1% | +94.74% | 増加 |
| 13 | TJX | Tjx Companies INC | +0.1% | +2.26% | 増加 |
| 14 | ROST | Ross Stores INC | +0.1% | +9.10% | 増加 |
| 15 | AVGO | Broadcom INC | +0.1% | +8.19% | 増加 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +41.17% | 増加 |
| 17 | COF | Capital One Financial CORP | +0.1% | +20.88% | 増加 |
| 18 | GE | General Electric | +0.1% | +19.45% | 増加 |
| 19 | AXP | American Express Co | +0.1% | +31.32% | 増加 |
| 20 | AMZN | Amazon.com INC | 0% | -0.07% | 減少 |
| 21 | JPM | Jpmorgan Chase & Co | -0.1% | +0.09% | 増加 |
| 22 | CTAS | Cintas CORP | -0.1% | -28.82% | 減少 |
| 23 | IVV | Ishares Core S&p 500 ETF | -0.1% | -30.46% | 減少 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -10.32% | 減少 |
| 25 | WM | Waste Management INC | -0.2% | -67.13% | 減少 |
| 26 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.40% | 減少 |
| 27 | NOC | Northrop Grumman CORP | -0.2% | -6.75% | 減少 |
| 28 | RSG | Republic Services INC | -0.2% | -69.74% | 減少 |
| 29 | MA | Mastercard INC - A | -0.2% | -3.67% | 減少 |
| 30 | PLTR | Palantir Technologies Inc-a | -0.3% | -15.70% | 減少 |
| 31 | META | Meta Platforms Inc-class A | -0.3% | -33.79% | 減少 |
| 32 | ADP | Automatic Data Processing | -0.5% | -21.83% | 減少 |
| 33 | COST | Costco Wholesale CORP | -0.7% | -5.81% | 減少 |
| 34 | HD | Home Depot INC | -1% | -4.55% | 減少 |
| 35 | MSFT | Microsoft CORP | -1.8% | -3.75% | 減少 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 37 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 38 | AZO | Autozone INC | — | EXIT | 全売却 |
| 39 | C | Citigroup INC | — | NEW | 新規購入 |
| 40 | T | At&t INC | — | EXIT | 全売却 |
| 41 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 42 | GLW | Corning INC | — | NEW | 新規購入 |
| 43 | ICE | Intercontinental Exchange In | — | EXIT | 全売却 |
| 44 | GLD | Spdr Gold Shares | — | NEW | 新規購入 |
| 45 | WPC | Wp Carey INC | — | EXIT | 全売却 |
| 46 | GEV | GE Vernova INC | — | NEW | 新規購入 |
| 47 | AMGN | Amgen INC | — | NEW | 新規購入 |
| 48 | MDLZ | Mondelez International Inc-a | — | EXIT | 全売却 |
| 49 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 50 | PH | Parker Hannifin CORP | — | EXIT | 全売却 |