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 | 8.42% | -0.11% | +0.05% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.63% | -0.28% | -0.36% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.43% | -1.10% | -0.01% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.64% | -0.35% | +0.46% | |
| 5 | ACN | Accenture plc | 株式-IT | 3.12% | — | +0.71% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 2.68% | -0.25% | +2.83% | |
| 7 | BLKCHF | Blackrock INC | 株式-その他 | 2.64% | — | +2.36% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.39% | -0.14% | +2.04% | |
| 9 | ETN | Eaton Corporation plc | 株式-資本財 | 2.33% | +0.56% | +0.93% | |
| 10 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.32% | — | +0.56% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 2.09% | -1.34% | EXIT | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.06% | +0.10% | +1.31% | |
| 13 | GS | Goldman Sachs Group INC | 株式-金融 | 2.06% | -0.01% | +1.65% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.04% | -0.14% | +1.53% | |
| 15 | PH | Parker Hannifin CORP | 株式-資本財 | 2.02% | +0.20% | +1.88% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.89% | — | +0.70% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.89% | — | +2.65% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.84% | — | +3.43% | |
| 19 | ANETEUR | Arista Networks INC | 株式-その他 | 1.83% | — | +305.95% | |
| 20 | FTNT | Fortinet INC | 株式-IT | 1.77% | — | +0.89% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.75% | — | +2.05% | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.74% | — | +0.86% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.71% | -0.34% | +236.00% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.66% | +0.28% | +1.94% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.66% | -0.05% | +0.02% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.65% | -0.02% | -0.34% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.64% | -0.12% | +4.48% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 1.48% | — | +3.13% | |
| 29 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.40% | — | +3.44% | |
| 30 | ON | On Semiconductor | 株式-IT | 1.36% | — | +1.55% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.34% | +0.67% | +3.68% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.30% | — | -1.42% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 1.27% | +0.26% | +2.99% | |
| 34 | CIM | Chimera Investment Corporation | 株式-その他 | 1.10% | — | +2.80% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.10% | +0.06% | +1.64% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 1.06% | +0.06% | +324.39% | |
| 37 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.03% | — | +7.68% | |
| 38 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.90% | — | +2.06% | |
| 39 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.88% | — | +1.66% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.87% | — | +2.16% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | +3.06% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.75% | -1.15% | +5.46% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | +4.16% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | +5.44% | |
| 45 | SOFI | Sofi Technologies INC | 株式-金融 | 0.67% | — | — | |
| 46 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.60% | +0.46% | +3.05% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.59% | — | +3.84% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.50% | — | +0.09% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.49% | — | -3.56% | |
| 50 | MDXG | Mimedx Group INC | 株式-その他 | 0.41% | -0.10% | — |