CIK: 0001603937
申告総資産額
$5.7億
上位200銘柄を表示中（全215銘柄）
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 9.11% | — | -0.57% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.35% | — | -0.17% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.63% | — | +0.86% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.53% | — | -4.25% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.31% | — | -1.80% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.20% | — | -0.40% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.68% | — | -5.64% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.44% | — | -6.54% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.42% | — | -2.48% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.25% | — | -0.36% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.18% | — | +1.24% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.09% | — | -4.04% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 2.00% | — | -4.97% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.90% | — | +3.32% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 1.81% | — | -3.17% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.80% | — | -3.71% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.61% | — | -2.19% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.57% | — | -5.63% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.36% | — | -2.21% | |
| 20 | WM | Waste Management INC | 株式-資本財 | 1.26% | — | -3.08% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.26% | — | +3.91% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.22% | — | -8.32% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | -3.29% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 1.15% | — | +0.04% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.12% | — | +1.01% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | -3.00% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 1.03% | — | -0.12% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.00% | — | +2.25% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.91% | — | -4.60% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | +3.61% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.85% | — | -7.88% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | +8.85% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | +1.56% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | — | +0.47% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.71% | — | +0.98% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.70% | — | -5.53% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | — | — | |
| 38 | D | Dominion Energy INC | 株式-公益事業 | 0.64% | — | +15.79% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | +13.37% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.63% | — | +704.02% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | — | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.50% | — | +1.69% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.50% | — | -1.53% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | — | +1.77% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | -15.76% | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.44% | — | -2.21% | |
| 47 | AMD | Advanced Micro Devices | 株式-IT | 0.43% | — | +5.10% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.40% | — | +6.20% | |
| 49 | CARR | Carrier Global CORP | 株式-資本財 | 0.39% | — | -0.99% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.37% | — | -8.96% |