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 | 9.42% | -0.11% | +0.29% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.96% | -0.28% | -0.09% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.77% | -0.35% | -0.78% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.41% | -1.10% | +0.26% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 4.49% | +0.06% | -0.55% | |
| 6 | PH | Parker Hannifin CORP | 株式-資本財 | 4.08% | +0.20% | +0.37% | |
| 7 | GS | Goldman Sachs Group INC | 株式-金融 | 3.77% | -0.01% | +0.64% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.51% | -0.34% | -0.59% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.34% | -0.14% | +0.84% | |
| 10 | ETN | Eaton Corporation plc | 株式-資本財 | 3.10% | +0.56% | +0.83% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 3.08% | -0.25% | -0.07% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.07% | -0.36% | +0.99% | |
| 13 | RTX | Rtx CORP | 株式-資本財 | 2.93% | +0.28% | +0.92% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.69% | -0.14% | -1.20% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.60% | — | +1.14% | |
| 16 | BLK | Blackrock INC | 株式-金融 | 2.53% | -0.14% | +1.05% | |
| 17 | PWR | Quanta Services INC | 株式-資本財 | 1.86% | +0.67% | +2.20% | |
| 18 | ASML | ASML Holding N.V. | 株式-IT | 1.70% | -1.70% | EXIT | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | -0.02% | +0.08% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.56% | +0.10% | +3.04% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.53% | -1.15% | +2.51% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | +0.67% | +2.67% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 1.45% | -0.04% | +63.34% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.43% | — | +2.93% | |
| 25 | CARR | Carrier Global CORP | 株式-資本財 | 1.43% | +0.18% | +4.72% | |
| 26 | DUK | Duke Energy CORP | 株式-公益事業 | 1.40% | +0.26% | +4.35% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.37% | -0.05% | -0.84% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.34% | -1.34% | EXIT | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.33% | -0.12% | -1.52% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.27% | +0.16% | +100.06% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 1.24% | — | +94.58% | |
| 32 | PANW | Palo Alto Networks INC | 株式-IT | 1.18% | -0.04% | +3.48% | |
| 33 | SOFI | Sofi Technologies INC | 株式-金融 | 1.08% | — | +2.52% | |
| 34 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.94% | +0.46% | +4.36% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.92% | — | -0.20% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.70% | +0.09% | +1.33% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.60% | +0.67% | +6.51% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.04% | +1.21% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | +0.06% | — | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | -0.06% | +0.85% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | +0.13% | -0.27% | |
| 42 | ED | Consolidated Edison INC | 株式-公益事業 | 0.31% | — | -0.64% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.30% | — | -1.19% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.27% | +0.05% | +14.52% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.27% | -0.04% | +0.28% | |
| 46 | MDXG | Mimedx Group INC | 株式-その他 | 0.26% | -0.10% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | +1.62% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.23% | — | +8.56% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.23% | — | — | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.22% | — | +10.19% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -0.78% | 減少 |
| 2 | LLY | Eli Lilly & Co | +0.8% | +0.99% | 増加 |
| 3 | SBUX | Starbucks CORP | +0.6% | +100.06% | 増加 |
| 4 | BA | Boeing Co/the | +0.5% | +63.34% | 増加 |
| 5 | HD | Home Depot INC | +0.5% | +94.58% | 増加 |
| 6 | PH | Parker Hannifin CORP | +0.4% | +0.37% | 増加 |
| 7 | GS | Goldman Sachs Group INC | +0.2% | +0.64% | 増加 |
| 8 | RTX | Rtx CORP | +0.2% | +0.92% | 増加 |
| 9 | AAPL | Apple INC | +0.2% | -0.09% | 減少 |
| 10 | MAR | Marriott International -cl A | +0.2% | +4.36% | 増加 |
| 11 | CRM | Salesforce INC | +0.1% | +2.93% | 増加 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.21% | 増加 |
| 13 | ASML | ASML Holding N.V. | +0.1% | +0.19% | 増加 |
| 14 | WMT | Walmart INC | +0.1% | +2.51% | 増加 |
| 15 | GLD | Spdr Gold Shares | +0.1% | +1.33% | 増加 |
| 16 | MRK | Merck & Co. INC. | +0.1% | — | 変化なし |
| 17 | SCHM | Schwab US Mid Cap ETF | 0% | +14.52% | 増加 |
| 18 | JEPI | Jpmorgan Equity Premium Inco | 0% | +10.19% | 増加 |
| 19 | SCHA | Schwab US Small-cap ETF | 0% | +8.56% | 増加 |
| 20 | XOM | Exxon Mobil CORP | 0% | -0.27% | 減少 |
| 21 | IBM | Intl Business Machines CORP | 0% | +0.28% | 増加 |
| 22 | PWR | Quanta Services INC | — | +2.20% | 増加 |
| 23 | AMZN | Amazon.com INC | 0% | -1.20% | 減少 |
| 24 | NFLX | Netflix INC | 0% | +933.63% | 増加 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.08% | 増加 |
| 26 | SOFI | Sofi Technologies INC | 0% | +2.52% | 増加 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +0.84% | 増加 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.84% | 減少 |
| 29 | CVX | Chevron CORP | -0.1% | +2.67% | 増加 |
| 30 | DUK | Duke Energy CORP | -0.1% | +4.35% | 増加 |
| 31 | DIS | Walt Disney Co/the | -0.1% | -1.52% | 減少 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.14% | 増加 |
| 33 | PANW | Palo Alto Networks INC | -0.1% | +3.48% | 増加 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | +3.04% | 増加 |
| 35 | PEP | Pepsico INC | -0.2% | -8.19% | 減少 |
| 36 | CARR | Carrier Global CORP | -0.2% | +4.72% | 増加 |
| 37 | SCHB | Schwab US Broad Market ETF | -0.2% | +0.29% | 増加 |
| 38 | HON | Honeywell International INC | -0.2% | -42.99% | 減少 |
| 39 | NVDA | Nvidia CORP | -0.2% | -0.55% | 減少 |
| 40 | BLK | Blackrock INC | -0.3% | +1.05% | 増加 |
| 41 | META | Meta Platforms Inc-class A | -0.6% | -0.59% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.6% | +0.26% | 増加 |
| 43 | ETN | Eaton Corporation plc | -0.7% | +0.83% | 増加 |
| 44 | ADP | Automatic Data Processing | — | EXIT | 全売却 |
| 45 | CRWD | Crowdstrike Holdings INC - A | — | EXIT | 全売却 |
| 46 | SGOL | Abrdn Physical Gold Shares | — | NEW | 新規購入 |
| 47 | SCHF | Schwab Intl Equity ETF | — | NEW | 新規購入 |
| 48 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 49 | CLX | Clorox Company | — | EXIT | 全売却 |
| 50 | ISRG | Intuitive Surgical INC | — | NEW | 新規購入 |