CIK: 0001906799
申告総資産額
$4.0億
| # | 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 | AAPL | Apple INC | 株式-IT | 7.30% | -0.60% | +6.25% | |
| 2 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 5.57% | — | +21.43% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 5.23% | -0.94% | +189.72% | |
| 4 | XLE | Ss Energy Select Sector | ETF-その他 | 3.68% | — | -5.90% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.85% | -0.48% | +204.82% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.76% | — | -34.59% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.68% | -0.62% | +173.34% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.67% | +0.39% | +2.90% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.44% | — | +4.43% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.31% | -0.48% | +16.13% | |
| 11 | CNQ | Canadian Natural Resources | 株式-エネルギー | 2.22% | +0.68% | +1.21% | |
| 12 | FTCS | First Trust Capital Strength | ETF-その他 | 2.11% | — | +5.11% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.10% | — | +115.62% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.09% | -0.30% | +8.85% | |
| 15 | RJF | Raymond James Financial INC | 株式-金融 | 2.07% | -0.29% | +2.08% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | -0.40% | +34.86% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.72% | +0.10% | +7.64% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.68% | — | -10.02% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.65% | +0.06% | -5.02% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.48% | — | +41.33% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.48% | — | +687.07% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.40% | — | +13.17% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.36% | — | -4.86% | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.29% | — | +13.48% | |
| 25 | LHX | L3harris Technologies INC | 株式-資本財 | 1.27% | — | +9.12% | |
| 26 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.25% | -0.12% | +7.51% | |
| 27 | DG | Dollar General CORP | 株式-生活必需品 | 1.25% | — | +2.09% | |
| 28 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.24% | +0.47% | +16.54% | |
| 29 | FIX | Comfort Systems USA INC | 株式-資本財 | 1.18% | +1.66% | -28.31% | |
| 30 | COP | Conocophillips | 株式-エネルギー | 1.17% | -0.87% | +6.13% | |
| 31 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.13% | — | +15.28% | |
| 32 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.08% | +0.18% | -35.18% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.06% | — | -0.20% | |
| 34 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.05% | — | -78.18% | |
| 35 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.03% | — | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 1.01% | -0.74% | +2.39% | |
| 37 | SWKS | Skyworks Solutions INC | 株式-IT | 0.99% | — | +361.27% | |
| 38 | CE | Celanese CORP | 株式-素材 | 0.97% | — | +16.26% | |
| 39 | NGVT | Ingevity CORP | 株式-その他 | 0.96% | — | +5.88% | |
| 40 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.96% | — | +16.75% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.46% | +77.55% | |
| 42 | MGRC | Mcgrath Rentcorp | 株式-その他 | 0.91% | — | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | +7.82% | |
| 44 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.77% | +0.32% | +16.12% | |
| 45 | MSI | Motorola Solutions INC | 株式-IT | 0.70% | +0.12% | +20.86% | |
| 46 | TPR | Tapestry INC | 株式-一般消費財 | 0.66% | — | +20.48% | |
| 47 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.66% | — | +22.28% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | +27.27% | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.64% | +0.08% | +22.05% | |
| 50 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.63% | — | +22.89% |