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 | 9.99% | -0.11% | +1.76% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.21% | -0.28% | +0.30% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.39% | -1.10% | +2.41% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.25% | -0.35% | +0.22% | |
| 5 | ETN | Eaton Corporation plc | 株式-資本財 | 3.80% | +0.56% | -1.15% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.70% | +0.06% | +892.06% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.35% | -0.34% | +9.29% | |
| 8 | PH | Parker Hannifin CORP | 株式-資本財 | 2.96% | +0.20% | +0.16% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.94% | -0.25% | +0.03% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.71% | -0.14% | +1.72% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.59% | -0.14% | +4.46% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.50% | — | +4.42% | |
| 13 | GS | Goldman Sachs Group INC | 株式-金融 | 2.37% | -0.01% | +0.06% | |
| 14 | BLKCHF | Blackrock INC | 株式-その他 | 2.23% | — | +0.56% | |
| 15 | ACN | Accenture plc | 株式-IT | 2.16% | — | +0.39% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.00% | +0.10% | +0.37% | |
| 17 | CARR | Carrier Global CORP | 株式-資本財 | 1.95% | +0.18% | +0.76% | |
| 18 | RTX | Rtx CORP | 株式-資本財 | 1.91% | +0.28% | +0.80% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.87% | -1.34% | EXIT | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.72% | +0.67% | +0.91% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.67% | -0.02% | -0.21% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.66% | +0.06% | -0.38% | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.61% | — | +0.95% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | — | +1.73% | |
| 25 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.53% | — | +1.36% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.40% | -0.05% | -1.54% | |
| 27 | DUK | Duke Energy CORP | 株式-公益事業 | 1.32% | +0.26% | +1.06% | |
| 28 | DVN | Devon Energy CORP | 株式-エネルギー | 1.31% | — | +2.13% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.27% | -0.12% | +1.21% | |
| 30 | ASML | ASML Holding N.V. | 株式-IT | 1.17% | -1.70% | EXIT | |
| 31 | ROK | Rockwell Automation INC | 株式-資本財 | 1.16% | — | +4.58% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 1.13% | -1.15% | +6.10% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.12% | — | -1.45% | |
| 34 | AGCO | Agco CORP | 株式-資本財 | 1.11% | — | +1.97% | |
| 35 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.03% | — | +2.89% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.98% | -0.36% | +0.11% | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.84% | — | -57.31% | |
| 38 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.82% | +0.46% | -1.44% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.81% | — | +2.42% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | +4.43% | |
| 41 | SYK | Stryker CORP | 株式-ヘルスケア | 0.61% | +0.67% | -0.90% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | -0.87% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | +0.09% | +14.54% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.47% | — | — | |
| 45 | MDXG | Mimedx Group INC | 株式-その他 | 0.44% | -0.10% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.04% | +50.92% | |
| 47 | ED | Consolidated Edison INC | 株式-公益事業 | 0.35% | — | +2.14% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.13% | -0.15% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.32% | — | — | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.29% | +0.05% | -4.07% |