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 | 6.76% | -0.26% | -0.86% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.42% | +0.50% | +22.75% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.98% | -1.00% | +0.23% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.94% | -0.54% | -0.78% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 4.53% | -0.59% | +56.83% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.98% | +0.10% | +5.38% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.82% | — | -0.69% | |
| 8 | TT | Trane Technologies plc | 株式-資本財 | 2.97% | +0.19% | -1.95% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.24% | — | -0.08% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.06% | +0.22% | +7.56% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.96% | — | -32.54% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.95% | +0.22% | +112.15% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.78% | +0.26% | +109.38% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.75% | -0.19% | -0.43% | |
| 15 | WSM | Williams-sonoma INC | 株式-一般消費財 | 1.64% | — | +25.38% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.61% | +0.17% | -1.36% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.59% | -0.19% | +4.15% | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 1.54% | +0.23% | +5.48% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.52% | — | -0.23% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 1.49% | -0.27% | -17.65% | |
| 21 | LIN | Linde plc | 株式-素材 | 1.43% | +0.17% | +0.04% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.42% | +0.17% | +3.90% | |
| 23 | AMT | American Tower CORP | 株式-不動産 | 1.42% | +0.40% | +2.45% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | +5.78% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.37% | -0.16% | +0.58% | |
| 26 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.35% | -0.32% | +0.85% | |
| 27 | VTR | Ventas INC | 株式-不動産 | 1.28% | — | +0.91% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 1.25% | -0.46% | EXIT | |
| 29 | ROK | Rockwell Automation INC | 株式-資本財 | 1.09% | — | +3.78% | |
| 30 | CRM | Salesforce INC | 株式-IT | 1.08% | -0.36% | +0.68% | |
| 31 | INTU | Intuit INC | 株式-IT | 1.07% | -0.31% | -0.42% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.99% | -0.09% | -0.56% | |
| 33 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.96% | — | +1.81% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.96% | — | -15.43% | |
| 35 | EA | Electronic Arts INC | 株式-通信サービス | 0.94% | — | — | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.92% | -0.19% | -3.46% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.90% | — | -30.66% | |
| 38 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.88% | +0.10% | +1.33% | |
| 39 | THS | Treehouse Foods INC | 株式-その他 | 0.87% | — | +297.43% | |
| 40 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.83% | +0.06% | +7.52% | |
| 41 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.80% | +0.10% | -5.84% | |
| 42 | COHR | Coherent CORP | 株式-IT | 0.80% | — | +0.74% | |
| 43 | SE | Sea Ltd-adr | 株式-通信サービス | 0.79% | -0.61% | +0.69% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | +0.10% | +6.54% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | +7.82% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.76% | -0.13% | -32.08% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | +1.63% | |
| 48 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.68% | — | +20.87% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | — | -3.76% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.26% | +3.63% |