CIK: 0002042493
申告総資産額
$3.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.65% | -0.60% | -0.16% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.12% | -0.51% | -0.58% | |
| 3 | ANET | Arista Networks INC | 株式-IT | 4.88% | -0.43% | +0.64% | |
| 4 | FICO | Fair Isaac CORP | 株式-IT | 3.26% | -0.95% | +0.25% | |
| 5 | LRCX | Lam Research CORP | 株式-IT | 3.16% | +0.92% | +2.34% | |
| 6 | AMAT | Applied Materials INC | 株式-IT | 2.97% | +1.10% | +3.42% | |
| 7 | DE | Deere & Co | 株式-資本財 | 2.95% | +0.55% | +1.21% | |
| 8 | EBAY | Ebay INC | 株式-一般消費財 | 2.69% | +0.13% | +2.38% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 2.53% | — | +2.04% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | -0.31% | +2.65% | |
| 11 | AWI | Armstrong World Industries | 株式-資本財 | 2.46% | -0.27% | +1.48% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.39% | +0.17% | +1.61% | |
| 13 | SNA | Snap-on INC | 株式-資本財 | 2.35% | +0.21% | +3.61% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.21% | +0.10% | +0.03% | |
| 15 | SEIC | Sei Investments Company | 株式-金融 | 2.13% | — | +3.79% | |
| 16 | PAYX | Paychex INC | 株式-IT | 1.99% | — | +1.85% | |
| 17 | VRSN | Verisign INC | 株式-IT | 1.99% | — | +2.43% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.97% | -0.41% | -3.43% | |
| 19 | MCO | Moody's CORP | 株式-金融 | 1.76% | -0.19% | +2.62% | |
| 20 | ALSN | Allison Transmission Holding | 株式-一般消費財 | 1.76% | +0.62% | +5.92% | |
| 21 | SPGI | S&p Global INC | 株式-金融 | 1.75% | -0.25% | +2.59% | |
| 22 | ADBE | Adobe INC | 株式-IT | 1.72% | -0.40% | +7.32% | |
| 23 | CNS | Cohen & Steers INC | 株式-その他 | 1.62% | +0.09% | +3.06% | |
| 24 | EA | Electronic Arts INC | 株式-通信サービス | 1.59% | -0.83% | +4.40% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | +0.37% | +2.62% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.53% | +0.11% | +2.97% | |
| 27 | QLYS | Qualys INC | 株式-IT | 1.53% | -0.36% | +5.74% | |
| 28 | TROW | T Rowe Price Group INC | 株式-金融 | 1.36% | -0.07% | +3.32% | |
| 29 | GGG | Graco INC | 株式-資本財 | 1.35% | +0.09% | +3.36% | |
| 30 | GNTX | Gentex CORP | 株式-一般消費財 | 1.31% | — | +9.61% | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 1.27% | — | -2.40% | |
| 32 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.21% | — | +3.53% | |
| 33 | MNST | Monster Beverage CORP | 株式-生活必需品 | 1.17% | -0.05% | +3.55% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.16% | -0.05% | -0.93% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 1.15% | -0.06% | — | |
| 36 | KLAC | Kla CORP | 株式-IT | 1.03% | +0.23% | -0.56% | |
| 37 | BN | Brookfield CORP | 株式-金融 | 0.99% | -0.12% | — | |
| 38 | CSX | Csx CORP | 株式-資本財 | 0.88% | +0.21% | -0.53% | |
| 39 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.68% | +0.08% | -0.29% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.66% | -0.09% | -3.29% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.61% | -0.04% | -0.57% | |
| 42 | NOW | Servicenow INC | 株式-IT | 0.58% | -0.12% | -0.36% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | — | — | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.53% | — | -6.19% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | +0.70% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.48% | — | -1.80% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.15% | -14.30% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | +0.19% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | -0.47% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | — | -1.00% |