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 | 4.80% | -0.56% | +0.96% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.73% | -0.06% | +5.33% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 4.36% | -4.18% | -14.15% | |
| 4 | NEE | Nextera Energy INC | 株式-公益事業 | 4.01% | — | +8.33% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.82% | +0.29% | -0.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.69% | -1.19% | +20.37% | |
| 7 | ENB | Enbridge INC | 株式-エネルギー | 3.69% | — | -6.03% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.65% | -0.05% | +7.54% | |
| 9 | A | Agilent Technologies INC | 株式-ヘルスケア | 3.61% | -0.27% | +115.17% | |
| 10 | CBRE | Cbre Group INC - A | 株式-不動産 | 3.18% | +0.87% | -7.72% | |
| 11 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.98% | — | +1938.38% | |
| 12 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.90% | -0.13% | +96.88% | |
| 13 | USB | US Bancorp | 株式-金融 | 2.85% | -0.38% | +8.83% | |
| 14 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 2.84% | -1.08% | -6.45% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.62% | +1.80% | -5.83% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.56% | — | +8.19% | |
| 17 | LIN | Linde plc | 株式-素材 | 2.27% | +0.56% | +7.57% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 2.18% | — | -9.37% | |
| 19 | CTVA | Corteva INC | 株式-素材 | 2.05% | -3.54% | EXIT | |
| 20 | AMT | American Tower CORP | 株式-不動産 | 2.04% | -1.41% | EXIT | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.02% | — | +7.00% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.93% | — | -1.75% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.86% | -0.09% | +88.62% | |
| 24 | IFF | Intl Flavors & Fragrances | 株式-素材 | 1.86% | — | +12.75% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.84% | -0.64% | +3.27% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.72% | — | -12.57% | |
| 27 | VLO | Valero Energy CORP | 株式-エネルギー | 1.49% | — | -4.17% | |
| 28 | CSGP | Costar Group INC | 株式-不動産 | 1.27% | +1.67% | -1.25% | |
| 29 | ECL | Ecolab INC | 株式-素材 | 1.22% | -0.07% | -15.75% | |
| 30 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.19% | -0.99% | EXIT | |
| 31 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.17% | — | +3.67% | |
| 32 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.11% | — | +29.81% | |
| 33 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.11% | — | +29.84% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.01% | -1.42% | +268.06% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.11% | -6.23% | |
| 36 | EQIX | Equinix INC | 株式-不動産 | 0.78% | +0.20% | +2.84% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.76% | +0.08% | -23.76% | |
| 38 | SO | Southern Co/the | 株式-公益事業 | 0.74% | -0.54% | EXIT | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | — | — | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.71% | — | -6.09% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -0.26% | |
| 42 | APD | Air Products & Chemicals INC | 株式-素材 | 0.67% | — | -2.20% | |
| 43 | BSJR | Invesco Bulletshares 2027 Hy | ETF-その他 | 0.56% | — | -3.64% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | -0.10% | +5.72% | |
| 45 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 0.55% | — | -1.49% | |
| 46 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 0.54% | — | -1.70% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | +0.27% | — | |
| 48 | BSJS | Invesco Bulletshares 2028 Hy | ETF-その他 | 0.53% | — | +29.56% | |
| 49 | AMAT | Applied Materials INC | 株式-IT | 0.51% | — | +35.46% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.44% | -0.12% | +4.78% |