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 | 10.25% | -0.11% | -1.84% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.39% | -0.28% | -2.09% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.41% | -1.10% | -0.78% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.93% | -0.34% | +0.19% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 3.78% | -0.25% | +0.63% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.74% | -0.35% | +0.54% | |
| 7 | PH | Parker Hannifin CORP | 株式-資本財 | 3.62% | +0.20% | +0.28% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.44% | — | +2.91% | |
| 9 | ETN | Eaton Corporation plc | 株式-資本財 | 3.38% | +0.56% | +1.01% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 3.33% | +0.06% | +0.26% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.20% | -0.14% | +0.48% | |
| 12 | GS | Goldman Sachs Group INC | 株式-金融 | 2.97% | -0.01% | +1.25% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.81% | -0.14% | +0.67% | |
| 14 | BLK | Blackrock INC | 株式-金融 | 2.81% | -0.14% | +1.56% | |
| 15 | RTX | Rtx CORP | 株式-資本財 | 2.66% | +0.28% | +1.71% | |
| 16 | ACN | Accenture plc | 株式-IT | 2.38% | — | +3.26% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.22% | +0.10% | +3.27% | |
| 18 | CARR | Carrier Global CORP | 株式-資本財 | 2.07% | +0.18% | +2.55% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 2.00% | +0.67% | +3.73% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.88% | -1.34% | EXIT | |
| 21 | CRM | Salesforce INC | 株式-IT | 1.76% | — | +1.49% | |
| 22 | DUK | Duke Energy CORP | 株式-公益事業 | 1.75% | +0.26% | +3.93% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.73% | -0.02% | -1.49% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.73% | -0.36% | +2.43% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.47% | -1.15% | +0.38% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.43% | -0.05% | -3.31% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.43% | -0.12% | +4.22% | |
| 28 | ASML | ASML Holding N.V. | 株式-IT | 1.28% | -1.70% | EXIT | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 1.11% | — | +1.10% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.08% | — | -2.37% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.87% | -0.04% | — | |
| 32 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.84% | +0.46% | +1.57% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | +8.04% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.79% | — | +4.92% | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.72% | +0.67% | +4.27% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.66% | +0.09% | -0.52% | |
| 37 | PANW | Palo Alto Networks INC | 株式-IT | 0.64% | -0.04% | — | |
| 38 | SOFI | Sofi Technologies INC | 株式-金融 | 0.58% | — | +8.30% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.49% | — | — | |
| 40 | MDXG | Mimedx Group INC | 株式-その他 | 0.49% | -0.10% | — | |
| 41 | ED | Consolidated Edison INC | 株式-公益事業 | 0.45% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | +0.06% | -66.69% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.13% | -1.02% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.35% | — | -0.05% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.33% | — | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.32% | — | -99.00% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | -0.04% | -2.52% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.27% | +0.05% | +8.08% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.27% | -0.04% | — | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | -0.06% | +0.29% |