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 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 9.07% | +0.55% | -1.18% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.60% | +0.24% | +0.49% | |
| 3 | MMM | 3m Co | 株式-資本財 | 7.02% | -0.46% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.20% | -0.79% | -0.33% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.97% | +0.12% | +2.59% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.52% | +0.09% | -1.47% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.23% | +0.06% | -0.10% | |
| 8 | WFC | Wells Fargo & Co | 株式-金融 | 3.38% | -0.51% | — | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 2.96% | +0.44% | -0.05% | |
| 10 | BX | Blackstone INC | 株式-金融 | 2.85% | -0.43% | +1.02% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.82% | +0.35% | +0.50% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.63% | -0.46% | -0.41% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 2.63% | -0.33% | -1.56% | |
| 14 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.61% | -0.43% | -0.25% | |
| 15 | IYF | Ishares US Financials ETF | ETF-その他 | 2.45% | -0.10% | +0.05% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.34% | -0.22% | -0.17% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.21% | +0.10% | -1.40% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.15% | +0.14% | -0.68% | |
| 19 | USB | US Bancorp | 株式-金融 | 1.69% | +0.03% | -3.93% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.66% | +0.09% | +0.99% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.62% | +0.02% | — | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.61% | +0.10% | -0.01% | |
| 23 | SANM | Sanmina CORP | 株式-IT | 1.56% | +0.18% | — | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.52% | +0.07% | — | |
| 25 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.50% | +0.02% | +1.22% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.42% | +0.17% | — | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | -0.15% | — | |
| 28 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.18% | +0.31% | -2.14% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | +0.18% | — | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 1.00% | +0.22% | — | |
| 31 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.92% | +0.04% | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.19% | — | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.85% | +0.18% | +100.00% | |
| 34 | ECL | Ecolab INC | 株式-素材 | 0.84% | +0.01% | +1.22% | |
| 35 | COR | Cencora INC | 株式-ヘルスケア | 0.71% | -0.04% | — | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | — | |
| 37 | NTRS | Northern Trust CORP | 株式-金融 | 0.54% | +0.05% | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | +0.07% | — | |
| 39 | NOW | Servicenow INC | 株式-IT | 0.44% | -0.44% | EXIT | |
| 40 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.36% | +0.06% | -5.68% | |
| 41 | WY | Weyerhaeuser Co | 株式-不動産 | 0.35% | +0.02% | — | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.34% | — | -1.33% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.33% | -0.11% | +100.00% | |
| 44 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.31% | — | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.31% | -0.02% | +0.41% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.30% | -0.05% | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | +0.02% | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.29% | — | — | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.25% | — | — | |
| 50 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.24% | -0.05% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CHRW | C.h. Robinson Worldwide INC | +1.4% | -1.18% | 減少 |
| 2 | LLY | Eli Lilly & Co | +0.7% | -0.41% | 減少 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -1.40% | 減少 |
| 4 | WFC | Wells Fargo & Co | +0.2% | — | 変化なし |
| 5 | TGT | Target CORP | +0.2% | +100.00% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.1% | -1.47% | 減少 |
| 7 | USB | US Bancorp | +0.1% | -3.93% | 減少 |
| 8 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +1.22% | 増加 |
| 9 | MRK | Merck & Co. INC. | +0.1% | — | 変化なし |
| 10 | WMT | Walmart INC | +0.1% | — | 変化なし |
| 11 | ISRG | Intuitive Surgical INC | +0.1% | — | 変化なし |
| 12 | SCHX | Schwab US Large-cap ETF | 0% | +2.59% | 増加 |
| 13 | IHI | Ishares U.s. Medical Devices | 0% | -0.25% | 減少 |
| 14 | COR | Cencora INC | 0% | — | 変化なし |
| 15 | SMH | Vaneck Semiconductor ETF | 0% | -5.68% | 減少 |
| 16 | NTRS | Northern Trust CORP | 0% | — | 変化なし |
| 17 | SPGI | S&p Global INC | 0% | — | 変化なし |
| 18 | CB | Chubb Limited | 0% | — | 変化なし |
| 19 | MMM | 3m Co | — | — | 変化なし |
| 20 | IWO | Ishares Russell 2000 Growth | — | — | 変化なし |
| 21 | XOM | Exxon Mobil CORP | — | — | 変化なし |
| 22 | VB | Vanguard Small-cap ETF | — | — | 変化なし |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -0.68% | 減少 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 変化なし |
| 25 | PG | Procter & Gamble Co/the | 0% | -3.17% | 減少 |
| 26 | NEE | Nextera Energy INC | 0% | -0.05% | 減少 |
| 27 | IYF | Ishares US Financials ETF | 0% | +0.05% | 増加 |
| 28 | WY | Weyerhaeuser Co | 0% | — | 変化なし |
| 29 | PEP | Pepsico INC | 0% | — | 変化なし |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +0.49% | 増加 |
| 31 | NVDA | Nvidia CORP | -0.1% | +0.99% | 増加 |
| 32 | AAPL | Apple INC | -0.1% | -0.10% | 減少 |
| 33 | FDN | First Trust Dj Internet Ind | -0.2% | -0.17% | 減少 |
| 34 | COST | Costco Wholesale CORP | -0.3% | +0.50% | 増加 |
| 35 | PANW | Palo Alto Networks INC | -0.3% | -1.56% | 減少 |
| 36 | LNG | Cheniere Energy INC | -0.3% | -2.14% | 減少 |
| 37 | NOW | Servicenow INC | -0.4% | +231.33% | 増加 |
| 38 | BX | Blackstone INC | -0.5% | +1.02% | 増加 |
| 39 | MSFT | Microsoft CORP | -0.7% | -0.33% | 減少 |
| 40 | SANM | Sanmina CORP | — | NEW | 新規購入 |
| 41 | ✓ | Sanmina Sci Corporation | — | EXIT | 全売却 |
| 42 | ✓ | — | EXIT | 全売却 | |
| 43 | FISV | Fiserv INC | — | EXIT | 全売却 |
| 44 | KNX | Knight-swift Transportation | — | NEW | 新規購入 |
| 45 | SYK | Stryker CORP | — | NEW | 新規購入 |
| 46 | ✓ | Ikena Oncology INC | — | EXIT | 全売却 |
| 47 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 48 | CEG | Constellation Energy | — | NEW | 新規購入 |
| 49 | ✓ | Constellation Energy | — | EXIT | 全売却 |
| 50 | EMR | Emerson Electric Co | — | NEW | 新規購入 |