CIK: 0001896711
申告総資産額
$5605.2万
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 28.63% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.97% | — | -31.11% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.90% | — | -9.08% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 7.25% | — | +66.39% | |
| 5 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 5.83% | — | -19.43% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.18% | — | — | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.05% | — | -21.72% | |
| 8 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.62% | — | -25.75% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.52% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 2.45% | — | +0.13% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.54% | — | -28.91% | |
| 12 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.35% | — | +0.57% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.32% | — | +0.24% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.22% | — | +1.26% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.16% | — | +0.87% | |
| 16 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.12% | — | +0.84% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.03% | — | +0.50% | |
| 18 | CTVA | Corteva INC | 株式-素材 | 0.98% | — | +44.46% | |
| 19 | FDX | Fedex CORP | 株式-資本財 | 0.90% | — | +0.76% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.89% | — | -28.42% | |
| 21 | UVV | Universal Corp/va | 株式-その他 | 0.76% | — | — | |
| 22 | RGR | Sturm Ruger & Co INC | 株式-その他 | 0.73% | — | — | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | +0.43% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | -42.86% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.48% | — | -28.38% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | -11.85% | |
| 27 | URI | United Rentals INC | 株式-資本財 | 0.46% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | +0.79% | |
| 29 | PSX | Phillips 66 | 株式-エネルギー | 0.41% | — | +0.89% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | — | — | |
| 31 | ON | On Semiconductor | 株式-IT | 0.31% | — | — | |
| 32 | ADI | Analog Devices INC | 株式-IT | 0.31% | — | — | |
| 33 | FISV | Fiserv INC | 株式-その他 | 0.31% | — | — | |
| 34 | ADSK | Autodesk INC | 株式-IT | 0.31% | — | — | |
| 35 | SNPS | Synopsys INC | 株式-IT | 0.31% | — | -4.74% | |
| 36 | APH | Amphenol Corp-cl A | 株式-IT | 0.30% | — | — | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.30% | — | — | |
| 38 | PH | Parker Hannifin CORP | 株式-資本財 | 0.30% | — | — | |
| 39 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.30% | — | -15.78% | |
| 40 | TMUS | T-mobile US INC | 株式-通信サービス | 0.30% | — | — | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.30% | — | -7.59% | |
| 42 | PWR | Quanta Services INC | 株式-資本財 | 0.30% | — | — | |
| 43 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.30% | — | — | |
| 44 | PCAR | Paccar INC | 株式-資本財 | 0.30% | — | — | |
| 45 | GWW | Ww Grainger INC | 株式-資本財 | 0.30% | — | — | |
| 46 | CTAS | Cintas CORP | 株式-資本財 | 0.30% | — | — | |
| 47 | SYY | Sysco CORP | 株式-生活必需品 | 0.30% | — | — | |
| 48 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.30% | — | — | |
| 49 | ENPH | Enphase Energy INC | 株式-IT | 0.29% | — | — | |
| 50 | BGS | B&g Foods INC | 株式-その他 | 0.16% | — | — |