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 | 9.60% | -0.11% | -1.10% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.80% | -0.28% | +0.39% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.02% | -1.10% | +0.27% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.71% | -0.35% | +0.21% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 4.71% | +0.06% | +0.03% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.09% | -0.34% | +0.46% | |
| 7 | ETN | Eaton Corporation plc | 株式-資本財 | 3.77% | +0.56% | +0.51% | |
| 8 | PH | Parker Hannifin CORP | 株式-資本財 | 3.66% | +0.20% | +0.58% | |
| 9 | GS | Goldman Sachs Group INC | 株式-金融 | 3.53% | -0.01% | +0.35% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.38% | -0.14% | +0.96% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 3.20% | -0.25% | +0.31% | |
| 12 | BLK | Blackrock INC | 株式-金融 | 2.85% | -0.14% | +0.57% | |
| 13 | RTX | Rtx CORP | 株式-資本財 | 2.76% | +0.28% | +0.54% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.70% | -0.14% | +0.71% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.69% | — | +0.65% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.25% | -0.36% | +19.85% | |
| 17 | PWR | Quanta Services INC | 株式-資本財 | 1.86% | +0.67% | +1.21% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.69% | +0.10% | +2.52% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.61% | -0.02% | -1.86% | |
| 20 | CARR | Carrier Global CORP | 株式-資本財 | 1.60% | +0.18% | +1.53% | |
| 21 | ASML | ASML Holding N.V. | 株式-IT | 1.60% | -1.70% | EXIT | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.56% | +0.67% | +1.64% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.49% | -1.34% | EXIT | |
| 24 | DUK | Duke Energy CORP | 株式-公益事業 | 1.48% | +0.26% | +1.50% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.44% | -1.15% | +0.54% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.42% | -0.12% | +3.37% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.41% | -0.05% | +3.19% | |
| 28 | PANW | Palo Alto Networks INC | 株式-IT | 1.31% | -0.04% | +97.72% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.29% | — | +1.88% | |
| 30 | SOFI | Sofi Technologies INC | 株式-金融 | 1.11% | — | +0.71% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.95% | — | — | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.92% | -0.04% | +1.84% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.90% | — | +2.42% | |
| 34 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.79% | +0.46% | +2.42% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +1.30% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.67% | +0.16% | +74.35% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | +0.09% | -1.65% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.62% | +0.67% | +2.69% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | -0.04% | — | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.42% | — | — | |
| 41 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.39% | — | +2.47% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | -0.06% | — | |
| 43 | ED | Consolidated Edison INC | 株式-公益事業 | 0.33% | — | -0.35% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.13% | -0.93% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.30% | — | -3.07% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | +0.06% | -11.47% | |
| 47 | MDXG | Mimedx Group INC | 株式-その他 | 0.28% | -0.10% | -22.50% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | -0.04% | +1.04% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | +65.94% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.24% | +0.05% | — |