CIK: 0001714107
申告総資産額
$4.8億
| # | 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 | 9.66% | — | +9.36% | |
| 2 | MMM | 3m Co | 株式-資本財 | 8.43% | — | +1.00% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.83% | — | +3.92% | |
| 4 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 3.42% | — | +18.42% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.27% | +0.11% | +6.27% | |
| 6 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.94% | — | -0.23% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.90% | — | +2.81% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.88% | — | +4.75% | |
| 9 | CAH | Cardinal Health INC | 株式-ヘルスケア | 2.64% | — | +6.42% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 2.61% | +0.06% | +56.84% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.58% | +0.58% | +5.96% | |
| 12 | T | At&t INC | 株式-通信サービス | 2.44% | — | +6.54% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.25% | +1.07% | +7.69% | |
| 14 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 2.19% | -0.85% | +6.04% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 2.19% | -0.93% | +4.78% | |
| 16 | WRKUSD | Westrock Co | 株式-その他 | 2.04% | — | +5.86% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 2.01% | +0.08% | +3.10% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.82% | -0.03% | +24.89% | |
| 19 | GD | General Dynamics CORP | 株式-資本財 | 1.72% | — | +8.00% | |
| 20 | MO | Altria Group INC | 株式-生活必需品 | 1.54% | — | +9.40% | |
| 21 | F | Ford Motor Co | 株式-一般消費財 | 1.53% | — | +7.83% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.39% | +0.05% | — | |
| 23 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 1.29% | +0.09% | +7.76% | |
| 24 | ILMN | Illumina INC | 株式-ヘルスケア | 1.27% | — | +7.62% | |
| 25 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.24% | — | — | |
| 26 | AVGO | Broadcom INC | 株式-IT | 1.23% | +0.11% | — | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.19% | — | — | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.18% | — | +5.98% | |
| 29 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 1.15% | -0.35% | — | |
| 30 | TEL | TE Connectivity plc | 株式-IT | 1.15% | — | +4.83% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 1.02% | — | +8.83% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | -66.92% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | +0.08% | +10.45% | |
| 34 | CASH | Pathward Financial INC | 株式-その他 | 0.92% | — | +0.02% | |
| 35 | OC | Owens Corning | 株式-資本財 | 0.92% | — | +5.95% | |
| 36 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.82% | — | +5.94% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.80% | — | +0.01% | |
| 38 | ✓ | Reality Shs ETF Tr | ETF-その他 | 0.75% | — | -6.79% | |
| 39 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.74% | — | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.72% | — | +2.65% | |
| 41 | KEL | Kellanova | 株式-その他 | 0.71% | — | +0.08% | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.70% | — | +0.09% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +0.55% | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.67% | -0.02% | +13.54% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.65% | — | -9.80% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.65% | — | — | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.51% | — | +2.33% | |
| 48 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.48% | — | +15.91% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | +0.05% | |
| 50 | IYT | Ishares US Transportation Et | ETF-その他 | 0.40% | — | -1.65% |