CIK: 0001736736
申告総資産額
$7.3億
| # | 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 | 10.74% | -0.38% | -0.60% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.52% | -0.92% | +0.54% | |
| 3 | INDA | Ishares Msci India ETF | ETF-その他 | 5.87% | -1.00% | +1.55% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.57% | +1.04% | +1.26% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.88% | -0.30% | -0.16% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.26% | -1.07% | +0.41% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.05% | -0.04% | +0.05% | |
| 8 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.97% | -0.08% | +0.85% | |
| 9 | ETN | Eaton Corporation plc | 株式-資本財 | 2.67% | -0.52% | +2.18% | |
| 10 | AXP | American Express Co | 株式-金融 | 2.63% | -0.69% | +0.43% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.49% | -0.10% | -0.76% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 2.20% | -0.16% | +3.50% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.13% | -0.14% | +21.30% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.11% | +0.09% | -0.72% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | -0.99% | +1.48% | |
| 16 | EWA | Ishares Msci Australia ETF | ETF-その他 | 1.65% | — | +3.83% | |
| 17 | USB | US Bancorp | 株式-金融 | 1.64% | — | — | |
| 18 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 1.64% | — | +14.27% | |
| 19 | DE | Deere & Co | 株式-資本財 | 1.53% | — | +4.71% | |
| 20 | MU | Micron Technology INC | 株式-IT | 1.47% | +0.18% | +91.04% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.43% | +0.22% | -0.47% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 1.42% | — | +0.33% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.41% | — | +1.87% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.38% | -0.10% | +4.87% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 1.35% | — | +2.21% | |
| 26 | PLD | Prologis INC | 株式-不動産 | 1.34% | — | +0.14% | |
| 27 | FTNT | Fortinet INC | 株式-IT | 1.33% | — | +25.79% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | -0.22% | -0.42% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | -14.70% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.03% | — | -1.46% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.91% | -0.25% | +3.62% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.87% | -0.06% | -7.16% | |
| 33 | SRE | Sempra | 株式-公益事業 | 0.86% | — | -0.77% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -5.99% | |
| 35 | WMB | Williams Cos INC | 株式-エネルギー | 0.77% | — | +2.24% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | -0.07% | — | |
| 37 | EIDO | Ishares Msci Indonesia ETF | ETF-その他 | 0.68% | — | +19.50% | |
| 38 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 0.67% | — | — | |
| 39 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.66% | +0.12% | -2.65% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | — | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.62% | — | — | |
| 42 | LIN | Linde plc | 株式-素材 | 0.61% | +0.21% | -4.86% | |
| 43 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.61% | — | +25.14% | |
| 44 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.59% | +0.10% | +0.36% | |
| 45 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.53% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | — | +1.08% | |
| 47 | RVTY | Revvity INC | 株式-ヘルスケア | 0.49% | — | — | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | -36.16% | |
| 49 | EQIX | Equinix INC | 株式-不動産 | 0.48% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | — | +68.03% |