CIK: 0001795356
申告総資産額
$2.9億
| # | 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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.99% | +0.34% | +0.73% | |
| 2 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 4.22% | — | +4.57% | |
| 3 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 4.10% | — | -0.22% | |
| 4 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 4.08% | -3.41% | EXIT | |
| 5 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.57% | -0.07% | +26.06% | |
| 6 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 2.83% | — | +13.34% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.81% | +0.44% | -1.92% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 2.77% | -0.36% | +30.57% | |
| 9 | AMAT | Applied Materials INC | 株式-IT | 2.60% | +0.26% | -10.42% | |
| 10 | ASML | ASML Holding N.V. | 株式-IT | 2.53% | +0.80% | -0.52% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.39% | — | -26.55% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 2.23% | +0.16% | -14.81% | |
| 13 | ETN | Eaton Corporation plc | 株式-資本財 | 1.90% | +0.04% | — | |
| 14 | ZS | Zscaler INC | 株式-IT | 1.88% | +0.04% | +5.25% | |
| 15 | LIN | Linde plc | 株式-素材 | 1.87% | — | +0.18% | |
| 16 | MLM | Martin Marietta Materials | 株式-素材 | 1.75% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.57% | — | — | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.48% | — | +0.90% | |
| 19 | EMR | Emerson Electric Co | 株式-資本財 | 1.43% | -1.27% | +0.42% | |
| 20 | LAD | Lithia Motors INC | 株式-一般消費財 | 1.40% | +0.02% | — | |
| 21 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 1.35% | +0.01% | -1.47% | |
| 22 | CI | THE Cigna Group | 株式-ヘルスケア | 1.33% | — | +0.23% | |
| 23 | MDB | Mongodb INC | 株式-IT | 1.31% | +0.18% | -1.38% | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 1.28% | -1.31% | EXIT | |
| 25 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.27% | +0.13% | +26.12% | |
| 26 | DAL | Delta Air Lines INC | 株式-資本財 | 1.26% | +0.30% | — | |
| 27 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.25% | — | -25.70% | |
| 28 | FMC | Fmc CORP | 株式-素材 | 1.20% | — | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.16% | — | +0.93% | |
| 30 | WWD | Woodward INC | 株式-資本財 | 1.14% | -0.81% | -0.89% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | -0.08% | — | |
| 32 | J | Jacobs Solutions INC | 株式-資本財 | 1.11% | — | +1.13% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.08% | — | — | |
| 34 | SLAB | Silicon Laboratories INC | 株式-IT | 1.06% | — | +1.07% | |
| 35 | SSBUSD | Southstate Bank CORP | 株式-その他 | 1.04% | — | -0.50% | |
| 36 | SNOW | Snowflake INC | 株式-IT | 1.01% | +0.44% | +0.89% | |
| 37 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 0.99% | +0.10% | — | |
| 38 | ALB | Albemarle CORP | 株式-素材 | 0.99% | — | -0.54% | |
| 39 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.98% | — | +9.82% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.92% | — | +8.14% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.90% | — | -2.79% | |
| 42 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.90% | -0.90% | EXIT | |
| 43 | NNN | Nnn Reit INC | 株式-不動産 | 0.89% | — | — | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.88% | — | +0.11% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.87% | +0.11% | -0.95% | |
| 46 | H | Hyatt Hotels CORP - Cl A | 株式-一般消費財 | 0.85% | +0.11% | -0.74% | |
| 47 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.82% | +0.12% | -3.38% | |
| 48 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 0.81% | +0.05% | +1.67% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.77% | — | -16.15% | |
| 50 | OLED | Universal Display CORP | 株式-IT | 0.77% | +0.32% | +1.96% |