CIK: 0002022908
申告総資産額
$10.5億
上位200銘柄を表示中（全232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 | 12.47% | -0.13% | +0.99% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.16% | -0.77% | +0.65% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.34% | -0.26% | -0.12% | |
| 4 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.19% | -0.61% | -2.60% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 2.86% | -0.08% | +1.65% | |
| 6 | CLH | Clean Harbors INC | 株式-資本財 | 2.85% | +0.52% | -0.41% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.47% | -0.14% | +0.25% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | -0.09% | +1.44% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | +0.42% | +0.09% | |
| 10 | ANET | Arista Networks INC | 株式-IT | 1.74% | — | +745.64% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.74% | -0.17% | +0.73% | |
| 12 | AXON | Axon Enterprise INC | 株式-資本財 | 1.73% | -0.16% | +0.07% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.71% | +0.45% | -0.03% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.59% | — | +0.08% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.56% | — | +1.44% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.42% | -0.21% | +2.43% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.41% | +0.28% | -2.15% | |
| 18 | PANW | Palo Alto Networks INC | 株式-IT | 1.36% | -0.08% | +2.51% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.32% | — | +169.16% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | -0.13% | +1.29% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.30% | -1.27% | +2.23% | |
| 22 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 1.28% | -0.19% | +0.01% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | +36.15% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | +0.53% | +0.72% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.02% | +0.09% | +1.35% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.01% | +0.07% | +83.00% | |
| 27 | CI | THE Cigna Group | 株式-ヘルスケア | 1.01% | — | +4.55% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.00% | — | -3.83% | |
| 29 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.99% | -0.23% | +3.02% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.98% | +0.20% | +5.00% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.95% | +0.49% | -0.35% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.94% | +0.19% | +3.37% | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.92% | — | -8.76% | |
| 34 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.90% | -0.67% | +0.26% | |
| 35 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.88% | +0.22% | +1.66% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.87% | — | -2.04% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.86% | +0.15% | +1.09% | |
| 38 | GD | General Dynamics CORP | 株式-資本財 | 0.86% | +0.09% | +3.43% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.79% | +0.17% | +1.68% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | — | +2.55% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.78% | — | +1.84% | |
| 42 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.72% | — | +1.07% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.70% | — | +252.58% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | +0.02% | |
| 45 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.67% | — | +3.40% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | — | +5.10% | |
| 47 | UBER | Uber Technologies INC | 株式-資本財 | 0.65% | — | +4.38% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.09% | -2.28% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | -1.20% | +8.07% | |
| 50 | FTNT | Fortinet INC | 株式-IT | 0.61% | -0.39% | EXIT |