CIK: 0001567912
申告総資産額
$1.3億
| # | 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 | USB | US Bancorp | 株式-金融 | 11.77% | +0.03% | -0.21% | |
| 2 | MMM | 3m Co | 株式-資本財 | 8.79% | -0.46% | — | |
| 3 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 5.65% | +0.55% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.26% | +0.24% | -1.30% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.74% | -0.79% | -2.15% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.96% | +0.06% | +1.78% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.82% | +0.09% | — | |
| 8 | NEE | Nextera Energy INC | 株式-公益事業 | 3.31% | +0.44% | -0.87% | |
| 9 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 3.19% | -0.43% | +498.81% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.01% | +0.10% | -1.19% | |
| 11 | BX | Blackstone INC | 株式-金融 | 2.45% | -0.43% | -3.69% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.43% | +0.07% | -0.86% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.39% | -0.22% | -1.07% | |
| 14 | IYF | Ishares US Financials ETF | ETF-その他 | 2.05% | -0.10% | -1.08% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.99% | +0.35% | -1.35% | |
| 16 | PANW | Palo Alto Networks INC | 株式-IT | 1.88% | -0.33% | +0.18% | |
| 17 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.74% | +0.04% | — | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.68% | — | +0.14% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 1.64% | -0.51% | — | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.57% | +0.12% | +0.43% | |
| 21 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.55% | — | — | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 1.38% | +0.22% | — | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.12% | +0.18% | — | |
| 24 | F | Ford Motor Co | 株式-一般消費財 | 1.05% | — | — | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.01% | +0.14% | +1.08% | |
| 26 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.93% | +0.31% | -1.86% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.86% | — | -0.51% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 0.82% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | +0.02% | — | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | +0.07% | — | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.77% | — | +261.00% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.75% | — | +0.82% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | -0.15% | -4.30% | |
| 34 | ARKK | Ark Innovation ETF | ETF-その他 | 0.69% | — | +0.21% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.69% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | — | -0.12% | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.61% | — | -0.52% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.59% | — | -6.91% | |
| 39 | NTRS | Northern Trust CORP | 株式-金融 | 0.58% | +0.05% | — | |
| 40 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 0.56% | — | -5.97% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.19% | +31.70% | |
| 42 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.53% | +0.02% | — | |
| 43 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.51% | — | — | |
| 44 | WY | Weyerhaeuser Co | 株式-不動産 | 0.51% | +0.02% | — | |
| 45 | ECL | Ecolab INC | 株式-素材 | 0.50% | +0.01% | — | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.39% | — | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | — | |
| 48 | ✓ | Sanmina Sci Corporation | 株式-その他 | 0.39% | — | — | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.37% | +0.18% | — | |
| 50 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.35% | — | — |