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 | 5.10% | -0.56% | -2.95% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.69% | -0.06% | -0.31% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.59% | -1.19% | -10.59% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 4.43% | -4.18% | +6.61% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.92% | -0.05% | -0.52% | |
| 6 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.88% | -0.64% | -2.78% | |
| 7 | A | Agilent Technologies INC | 株式-ヘルスケア | 3.88% | -0.27% | -0.09% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.84% | +0.29% | -2.95% | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 3.82% | — | +1.45% | |
| 10 | VLO | Valero Energy CORP | 株式-エネルギー | 3.59% | — | -11.06% | |
| 11 | LIN | Linde plc | 株式-素材 | 3.48% | +0.56% | +76.08% | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 3.47% | -0.08% | +11.97% | |
| 13 | CTVA | Corteva INC | 株式-素材 | 3.42% | -3.54% | EXIT | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.22% | -0.13% | +8.13% | |
| 15 | ENB | Enbridge INC | 株式-エネルギー | 3.19% | — | -3.84% | |
| 16 | CBRE | Cbre Group INC - A | 株式-不動産 | 3.06% | +0.87% | -6.81% | |
| 17 | USB | US Bancorp | 株式-金融 | 2.93% | -0.38% | -2.65% | |
| 18 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 2.29% | -1.08% | -19.13% | |
| 19 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.23% | -0.09% | +2.69% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.95% | +1.80% | -2.85% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.87% | — | -3.19% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.67% | — | -6.37% | |
| 23 | AMT | American Tower CORP | 株式-不動産 | 1.52% | -1.41% | EXIT | |
| 24 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.36% | -1.42% | +39.12% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | — | -4.62% | |
| 26 | CSGP | Costar Group INC | 株式-不動産 | 1.10% | +1.67% | -3.45% | |
| 27 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.06% | -0.99% | EXIT | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.06% | — | +3.13% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 1.03% | +0.27% | +6.77% | |
| 30 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.03% | — | +3.03% | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.02% | — | +3.33% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | -0.11% | -4.13% | |
| 33 | EQIX | Equinix INC | 株式-不動産 | 0.96% | +0.20% | +29.12% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | — | — | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.70% | — | -3.27% | |
| 36 | AMAT | Applied Materials INC | 株式-IT | 0.64% | — | -4.44% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.64% | -0.54% | EXIT | |
| 38 | SPGI | S&p Global INC | 株式-金融 | 0.63% | — | +62.67% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | -0.10% | -0.44% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.58% | +0.08% | -1.31% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | -1.00% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | — | +67.74% | |
| 43 | BSJR | Invesco Bulletshares 2027 Hy | ETF-その他 | 0.54% | — | +4.28% | |
| 44 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 0.52% | — | +4.31% | |
| 45 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 0.52% | — | +4.80% | |
| 46 | BSJS | Invesco Bulletshares 2028 Hy | ETF-その他 | 0.50% | — | +3.44% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.39% | -0.12% | +13.18% | |
| 48 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.38% | +0.20% | +0.71% | |
| 49 | ECL | Ecolab INC | 株式-素材 | 0.31% | -0.07% | -71.58% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | — | -3.33% |