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 | 4.78% | — | +1.63% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 4.17% | — | -2.33% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.56% | -0.02% | -1.16% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.54% | — | -0.80% | |
| 5 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 2.92% | — | +0.18% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.79% | -0.10% | +1.02% | |
| 7 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 2.61% | -1.59% | -2.37% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.58% | -0.43% | -7.64% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.50% | -0.86% | +1.32% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.46% | — | -4.16% | |
| 11 | ADBE | Adobe INC | 株式-IT | 2.42% | — | +0.03% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 2.33% | -0.32% | +1.97% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | -0.30% | +0.43% | |
| 14 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.28% | — | -3.70% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.22% | -0.27% | -2.08% | |
| 16 | KSUEUR | Kansas City Southern | 株式-その他 | 2.17% | — | -12.30% | |
| 17 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 2.16% | — | +0.85% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.13% | — | +0.57% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 2.10% | — | +1.07% | |
| 20 | SYK | Stryker CORP | 株式-ヘルスケア | 2.01% | — | +39.62% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.00% | — | -2.22% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.92% | -0.98% | +0.83% | |
| 23 | LHX | L3harris Technologies INC | 株式-資本財 | 1.92% | — | +2.23% | |
| 24 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 株式-その他 | 1.92% | — | +0.65% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.75% | -0.21% | -2.10% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 1.70% | — | +0.88% | |
| 27 | LRLCY | L'oreal-unsponsored Adr | 株式-その他 | 1.69% | — | +2.50% | |
| 28 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.68% | — | +0.13% | |
| 29 | ESLT | Elbit Systems Ltd. | 株式-資本財 | 1.62% | — | +0.69% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.58% | — | +1.31% | |
| 31 | LDOS | Leidos Holdings INC | 株式-IT | 1.56% | — | +30.30% | |
| 32 | UTXZ | United Tech CORP | 株式-その他 | 1.47% | — | -43.03% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.41% | — | +5.03% | |
| 34 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.38% | -0.30% | -0.19% | |
| 35 | VAREUR | Varian Medical Systems INC | 株式-その他 | 1.38% | — | — | |
| 36 | DAL | Delta Air Lines INC | 株式-資本財 | 1.30% | — | +6.59% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 1.23% | -0.17% | +0.19% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.21% | — | -1.56% | |
| 39 | XLNXEUR | Xilinx INC | 株式-その他 | 1.07% | — | +1.01% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | -0.23% | -5.09% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.93% | — | +0.67% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.90% | +0.01% | +92.19% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.84% | — | +14857.14% | |
| 44 | AXON | Axon Enterprise INC | 株式-資本財 | 0.84% | — | +0.70% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.82% | +0.62% | — | |
| 46 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.78% | -0.24% | +0.47% | |
| 47 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.70% | — | -10.10% | |
| 48 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.70% | — | -2.85% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.68% | — | -3.00% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.67% | -0.08% | +9.17% |