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 | 10.37% | -0.11% | +188.33% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.01% | -0.28% | -1.91% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.77% | -1.10% | +0.31% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.27% | -0.35% | -0.61% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.88% | +0.06% | +0.04% | |
| 6 | ETN | Eaton Corporation plc | 株式-資本財 | 3.85% | +0.56% | -1.02% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.75% | -0.34% | -0.21% | |
| 8 | PH | Parker Hannifin CORP | 株式-資本財 | 3.56% | +0.20% | -1.07% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 3.40% | -0.25% | -0.55% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.03% | -0.14% | -0.99% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.93% | -0.14% | -0.72% | |
| 12 | GS | Goldman Sachs Group INC | 株式-金融 | 2.90% | -0.01% | -0.81% | |
| 13 | BLK | Blackrock INC | 株式-金融 | 2.82% | -0.14% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.68% | — | -0.52% | |
| 15 | ACN | Accenture plc | 株式-IT | 2.45% | — | -0.47% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 2.15% | +0.28% | -0.30% | |
| 17 | CARR | Carrier Global CORP | 株式-資本財 | 2.04% | +0.18% | -0.23% | |
| 18 | CRM | Salesforce INC | 株式-IT | 2.04% | — | +0.68% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.99% | +0.10% | +0.03% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.73% | -0.02% | -1.58% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.71% | -1.34% | EXIT | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | +0.67% | -0.01% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.49% | -0.36% | +79.21% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.47% | -0.05% | -1.06% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.46% | -0.12% | +1.59% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.42% | -1.15% | -3.02% | |
| 27 | DUK | Duke Energy CORP | 株式-公益事業 | 1.40% | +0.26% | +0.52% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.34% | +0.06% | +1.35% | |
| 29 | ASML | ASML Holding N.V. | 株式-IT | 1.20% | -1.70% | EXIT | |
| 30 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.19% | — | +0.37% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.12% | — | -0.67% | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 0.99% | — | -2.41% | |
| 33 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.91% | +0.46% | -2.99% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.85% | — | +6.25% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | +4.39% | |
| 36 | SOFI | Sofi Technologies INC | 株式-金融 | 0.66% | — | +1.27% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.63% | +0.67% | -2.08% | |
| 38 | MDXG | Mimedx Group INC | 株式-その他 | 0.58% | -0.10% | -4.19% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | +0.09% | — | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.49% | — | — | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | -0.06% | — | |
| 42 | ED | Consolidated Edison INC | 株式-公益事業 | 0.34% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | -0.04% | — | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.34% | — | -1.46% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.13% | -0.70% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.26% | — | — | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.25% | +0.05% | +142.77% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.24% | — | +65.74% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | -0.04% | +6.09% | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.19% | — | — |