CIK: 0001885319
申告総資産額
$3.9億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.89% | -0.26% | +2.24% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.57% | +0.50% | +4.30% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.15% | -1.00% | +1.39% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.46% | -0.54% | +1.30% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.85% | +0.10% | +2.31% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.35% | — | +3.01% | |
| 7 | TT | Trane Technologies plc | 株式-資本財 | 3.32% | +0.19% | +0.12% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 3.08% | -0.59% | +11.47% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.58% | — | +1.97% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.56% | — | -0.25% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.26% | +0.22% | +3.56% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.11% | +0.22% | +6.07% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.95% | -0.27% | +5.80% | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 1.83% | +0.40% | +2.25% | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.80% | +0.23% | +3.68% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.68% | +0.17% | +0.45% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.67% | +0.17% | +2.09% | |
| 18 | LIN | Linde plc | 株式-素材 | 1.67% | +0.17% | -0.12% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.63% | -0.19% | +0.88% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.57% | -0.16% | +1.75% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.47% | — | +3.08% | |
| 22 | VTR | Ventas INC | 株式-不動産 | 1.45% | — | +1.04% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.43% | — | +0.23% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 1.43% | — | +1.73% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.39% | -0.19% | +20.71% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.35% | -0.13% | +57.40% | |
| 27 | ADBE | Adobe INC | 株式-IT | 1.21% | -0.19% | +3.74% | |
| 28 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.21% | -0.32% | +1.68% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.19% | — | -3.86% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 1.18% | -0.46% | EXIT | |
| 31 | ORCL | Oracle CORP | 株式-IT | 1.16% | -0.09% | +6.34% | |
| 32 | INTU | Intuit INC | 株式-IT | 1.13% | -0.31% | +0.60% | |
| 33 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.13% | — | -26.71% | |
| 34 | ROK | Rockwell Automation INC | 株式-資本財 | 1.08% | — | +107.65% | |
| 35 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 1.05% | +0.10% | +2.10% | |
| 36 | WSM | Williams-sonoma INC | 株式-一般消費財 | 1.05% | — | +1.70% | |
| 37 | CRM | Salesforce INC | 株式-IT | 1.04% | -0.36% | +2.92% | |
| 38 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.03% | +0.10% | +1.32% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | +0.26% | +3.65% | |
| 40 | COHR | Coherent CORP | 株式-IT | 0.85% | — | +3.69% | |
| 41 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.83% | +0.06% | +8.44% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | — | -37.76% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.74% | +0.10% | -3.02% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | — | -1.72% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | +0.26% | +11.84% | |
| 46 | SE | Sea Ltd-adr | 株式-通信サービス | 0.72% | -0.61% | — | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.70% | — | -0.30% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | — | +1.75% | |
| 49 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.61% | — | +1.24% | |
| 50 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.61% | — | +2.36% |