CIK: 0002022908
申告総資産額
$10.5億
上位200銘柄を表示中（全214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 | UPS | United Parcel Service-cl B | 株式-資本財 | 15.56% | -0.13% | -0.19% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.18% | -0.26% | -0.86% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.61% | -0.77% | +0.96% | |
| 4 | CLH | Clean Harbors INC | 株式-資本財 | 2.82% | +0.52% | — | |
| 5 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.35% | -0.61% | -5.25% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.18% | +0.42% | +3.82% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.10% | +0.45% | +10.29% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.98% | -0.08% | +3.12% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.96% | — | +2.23% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | -0.09% | +2.30% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.96% | -0.14% | -0.15% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.75% | -0.17% | +1.17% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 1.71% | +0.28% | +5.49% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.70% | -0.21% | +4.35% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | -0.13% | +0.03% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.45% | — | +1.25% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.42% | -1.27% | +19.09% | |
| 18 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 1.35% | -0.19% | -10.78% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.32% | +0.53% | +5.01% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.28% | +0.49% | +11.81% | |
| 21 | PANW | Palo Alto Networks INC | 株式-IT | 1.28% | -0.08% | +1.12% | |
| 22 | AXON | Axon Enterprise INC | 株式-資本財 | 1.27% | -0.16% | +14.51% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.22% | — | -10.39% | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.18% | — | +214.36% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.15% | +0.09% | +8.25% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.13% | — | +11.50% | |
| 27 | CI | THE Cigna Group | 株式-ヘルスケア | 1.11% | — | +16.42% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 1.08% | +0.20% | +7.71% | |
| 29 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.05% | -0.23% | +9.03% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | +10.45% | |
| 31 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.02% | +0.22% | +3.82% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.00% | -0.67% | +3.93% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.00% | — | +4.43% | |
| 34 | SO | Southern Co/the | 株式-公益事業 | 0.98% | +0.15% | +12.97% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.95% | +0.19% | +9.90% | |
| 36 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.94% | — | — | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.90% | +0.17% | — | |
| 38 | GD | General Dynamics CORP | 株式-資本財 | 0.90% | +0.09% | — | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | — | +10.83% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.86% | — | +11.51% | |
| 41 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.81% | — | +12.83% | |
| 42 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.77% | — | -49.47% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.73% | +0.19% | +6.34% | |
| 44 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.73% | — | +3.39% | |
| 45 | INGR | Ingredion INC | 株式-生活必需品 | 0.65% | — | +4.19% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | — | +0.21% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.09% | -0.69% | |
| 48 | FTNT | Fortinet INC | 株式-IT | 0.62% | -0.39% | EXIT | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | +0.07% | -59.72% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | -1.20% | -0.53% |