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 | 10.33% | +0.03% | -0.46% | |
| 2 | MMM | 3m Co | 株式-資本財 | 8.31% | -0.46% | — | |
| 3 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 6.34% | +0.55% | -2.69% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.43% | +0.24% | -0.33% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.24% | -0.79% | -0.55% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.62% | +0.06% | -0.35% | |
| 7 | NEE | Nextera Energy INC | 株式-公益事業 | 3.67% | +0.44% | -0.08% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.60% | +0.09% | -0.44% | |
| 9 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 3.07% | -0.43% | -1.60% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.79% | +0.10% | -0.30% | |
| 11 | BX | Blackstone INC | 株式-金融 | 2.49% | -0.43% | -1.95% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.34% | +0.35% | — | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.18% | +0.07% | -3.84% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.14% | -0.22% | +0.04% | |
| 15 | PANW | Palo Alto Networks INC | 株式-IT | 2.03% | -0.33% | -0.46% | |
| 16 | IYF | Ishares US Financials ETF | ETF-その他 | 1.96% | -0.10% | -2.72% | |
| 17 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.66% | +0.04% | -0.19% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.60% | +0.12% | +0.13% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 1.55% | -0.51% | -2.38% | |
| 20 | F | Ford Motor Co | 株式-一般消費財 | 1.43% | — | — | |
| 21 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.42% | — | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.37% | — | -4.53% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.28% | — | +82.96% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.25% | +0.22% | -0.59% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | +0.18% | — | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.01% | +0.14% | -0.31% | |
| 27 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.90% | +0.31% | — | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | -1.02% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | +0.07% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | +0.02% | — | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.82% | — | — | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | -0.15% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.73% | — | +0.71% | |
| 34 | NTRS | Northern Trust CORP | 株式-金融 | 0.60% | +0.05% | — | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.57% | — | +0.87% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | — | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.56% | — | — | |
| 38 | ARKK | Ark Innovation ETF | ETF-その他 | 0.55% | — | — | |
| 39 | WY | Weyerhaeuser Co | 株式-不動産 | 0.55% | +0.02% | — | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.52% | +0.01% | — | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.52% | — | -1.90% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.19% | — | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.48% | +0.02% | -1.26% | |
| 44 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.43% | — | -3.27% | |
| 45 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 0.40% | — | -6.98% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.40% | — | — | |
| 47 | ✓ | Sanmina Sci Corporation | 株式-その他 | 0.40% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | -5.74% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.36% | +0.18% | — | |
| 50 | CQP | Cheniere Energy Partners LP | 株式-その他 | 0.34% | — | — |