CIK: 0001729049
申告総資産額
$3.1億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.70% | -0.11% | +0.43% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.68% | -0.28% | -0.04% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.65% | -1.10% | +0.35% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 3.34% | -0.25% | +0.61% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.88% | -0.35% | -0.50% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.79% | -0.14% | +0.77% | |
| 7 | BLKCHF | Blackrock INC | 株式-その他 | 2.65% | — | -0.24% | |
| 8 | ACN | Accenture plc | 株式-IT | 2.53% | — | +0.60% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.33% | -0.12% | +2.06% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 2.19% | -1.34% | EXIT | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.12% | — | +7.94% | |
| 12 | PH | Parker Hannifin CORP | 株式-資本財 | 2.11% | +0.20% | +0.76% | |
| 13 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.11% | — | +0.11% | |
| 14 | ETN | Eaton Corporation plc | 株式-資本財 | 2.09% | +0.56% | +0.22% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.08% | -0.14% | +0.95% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.07% | +0.10% | +1.03% | |
| 17 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.07% | — | -0.15% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.93% | — | +0.95% | |
| 19 | CRM | Salesforce INC | 株式-IT | 1.89% | — | +1.12% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.84% | -0.05% | -0.45% | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.80% | -0.01% | +1.24% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.79% | -0.02% | -3.00% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.74% | — | +0.98% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.69% | +0.28% | +2.13% | |
| 25 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.67% | — | +1.31% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.52% | — | +1.15% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.48% | — | -0.92% | |
| 28 | FIS | Fidelity National Info Serv | 株式-IT | 1.46% | — | — | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 1.43% | — | -2.04% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.39% | +0.06% | +36.41% | |
| 31 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.35% | — | +1.56% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.15% | — | +3.67% | |
| 33 | ANETEUR | Arista Networks INC | 株式-その他 | 1.15% | — | +0.42% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 1.10% | +0.67% | +1.32% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 1.10% | +0.26% | +2.90% | |
| 36 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.97% | — | +1.66% | |
| 37 | ELAN | Elanco Animal Health INC | 株式-ヘルスケア | 0.97% | — | +0.94% | |
| 38 | FTNT | Fortinet INC | 株式-IT | 0.92% | — | +1.89% | |
| 39 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.89% | — | — | |
| 40 | CIM | Chimera Investment Corporation | 株式-その他 | 0.89% | — | +4.26% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.85% | — | +4.84% | |
| 42 | MDXG | Mimedx Group INC | 株式-その他 | 0.84% | -0.10% | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | -1.15% | +0.69% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | +2.68% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.80% | -0.04% | +1.47% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.72% | — | +1.24% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.69% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.34% | +0.16% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | +6.48% | |
| 50 | CLX | Clorox Company | 株式-生活必需品 | 0.56% | — | -0.79% |