CIK: 0001765515
申告総資産額
$3.4億
| # | 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 | 5.70% | -0.56% | +37.72% | |
| 2 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 4.33% | — | -18.95% | |
| 3 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 4.25% | — | -17.14% | |
| 4 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 4.17% | — | -16.32% | |
| 5 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 4.14% | — | -14.99% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.29% | -0.05% | +19.48% | |
| 7 | NEE | Nextera Energy INC | 株式-公益事業 | 3.20% | — | +20.15% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.06% | -1.19% | +30.20% | |
| 9 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 3.03% | -1.08% | +222.36% | |
| 10 | D | Dominion Energy INC | 株式-公益事業 | 3.00% | — | +8.27% | |
| 11 | ECL | Ecolab INC | 株式-素材 | 2.94% | -0.07% | +18.62% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.84% | -0.06% | +2658.98% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.75% | +1.80% | +36.41% | |
| 14 | CBRE | Cbre Group INC - A | 株式-不動産 | 2.74% | +0.87% | +35.18% | |
| 15 | LIN | Linde plc | 株式-素材 | 2.71% | — | +10.94% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 2.57% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.55% | +0.29% | +19.70% | |
| 18 | VLO | Valero Energy CORP | 株式-エネルギー | 2.54% | — | -13.74% | |
| 19 | ENB | Enbridge INC | 株式-エネルギー | 2.51% | — | -0.37% | |
| 20 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.44% | -4.18% | +88.51% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 2.42% | — | +10.33% | |
| 22 | USB | US Bancorp | 株式-金融 | 2.13% | -0.38% | +34.77% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.00% | -0.13% | -0.14% | |
| 24 | CSGP | Costar Group INC | 株式-不動産 | 1.86% | +1.67% | -0.83% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.67% | — | +5.46% | |
| 26 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.60% | — | -13.97% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.56% | — | -0.57% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | — | -1.63% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.52% | — | -3.29% | |
| 30 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 1.50% | — | -13.40% | |
| 31 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 1.46% | — | -11.27% | |
| 32 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 1.45% | — | -12.19% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.40% | -0.64% | +116.81% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 1.31% | — | +22.86% | |
| 35 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.21% | -0.27% | +22.81% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.77% | — | +12.07% | |
| 37 | EQIX | Equinix INC | 株式-不動産 | 0.76% | +0.20% | +2.09% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.11% | +14.07% | |
| 39 | PH | Parker Hannifin CORP | 株式-資本財 | 0.53% | — | — | |
| 40 | GD | General Dynamics CORP | 株式-資本財 | 0.44% | — | -0.11% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | — | -0.40% | |
| 42 | XYL | Xylem INC | 株式-資本財 | 0.41% | — | +67.72% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.38% | -0.10% | +0.03% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | — | -0.82% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.34% | — | -84.57% | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.31% | — | -61.12% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.27% | — | -77.52% | |
| 48 | JLL | Jones Lang Lasalle INC | 株式-不動産 | 0.26% | — | -17.22% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.26% | -0.08% | +9.53% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.24% | +0.08% | -5.61% |