CIK: 0001729045
申告総資産額
$1.9億
| # | 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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.53% | — | +0.99% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 4.25% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.38% | -0.02% | +2.67% | |
| 4 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 2.70% | — | +0.50% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.58% | — | +1.33% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.53% | -0.10% | +0.98% | |
| 7 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 2.52% | — | +0.95% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.45% | -0.43% | +0.33% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.44% | -0.27% | +1.09% | |
| 10 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.34% | — | +0.47% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.32% | — | +1.61% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.31% | — | — | |
| 13 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 2.29% | -1.59% | +0.73% | |
| 14 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 2.27% | — | +0.99% | |
| 15 | UTXZ | United Tech CORP | 株式-その他 | 2.20% | — | +1.91% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.07% | -0.30% | -7.92% | |
| 17 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.84% | — | +0.50% | |
| 18 | PNC | Pnc Financial Services Group | 株式-金融 | 1.79% | — | +1.11% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.79% | -0.32% | +0.94% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.76% | — | +2.32% | |
| 21 | ADBE | Adobe INC | 株式-IT | 1.74% | — | +0.23% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.74% | — | -6.14% | |
| 23 | HRSEUR | L3harris Technologies INC | 株式-その他 | 1.72% | — | +37.69% | |
| 24 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.71% | — | +2.33% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.67% | — | — | |
| 26 | KSUEUR | Kansas City Southern | 株式-その他 | 1.67% | — | +0.89% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.59% | — | — | |
| 28 | AOS | Smith (a.o.) CORP | 株式-資本財 | 1.59% | — | +1.31% | |
| 29 | TCEHY | Tencent Holdings Ltd-uns Adr | 株式-その他 | 1.59% | — | +1.22% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.57% | — | +0.15% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.56% | -0.21% | +0.61% | |
| 32 | ITW | Illinois Tool Works | 株式-資本財 | 1.52% | — | +1.91% | |
| 33 | RTN1USD | Raytheon Company | 株式-その他 | 1.51% | — | +2.01% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 1.48% | -0.17% | -8.31% | |
| 35 | ESLT | Elbit Systems Ltd. | 株式-資本財 | 1.44% | — | +16.94% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.39% | — | +0.28% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.37% | — | +1.24% | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 1.34% | — | +0.26% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.33% | — | +24.63% | |
| 40 | AAGIY | Aia Group Ltd-sp Adr | 株式-その他 | 1.33% | — | +2.71% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.26% | — | +0.36% | |
| 42 | ✓ | Becle Sab De Cv Shs | 株式-その他 | 1.25% | — | +1.00% | |
| 43 | ROK | Rockwell Automation INC | 株式-資本財 | 1.22% | — | +3.06% | |
| 44 | AMAT | Applied Materials INC | 株式-IT | 1.11% | — | +28.43% | |
| 45 | MMM | 3m Co | 株式-資本財 | 1.10% | — | +377.91% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | -0.23% | +0.59% | |
| 47 | FCNCB | First Citizens Bcshs -cl B | 株式-その他 | 1.08% | — | +1.13% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 1.01% | — | +393.84% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.81% | — | +1.71% | |
| 50 | XYZ | Block INC | 株式-金融 | 0.79% | — | +0.60% |