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 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.26% | -0.86% | -3.17% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.15% | -0.98% | -0.62% | |
| 3 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 3.59% | -1.59% | -0.09% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 3.45% | -0.32% | +1.14% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.11% | — | -0.46% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.04% | +0.41% | -1.12% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.03% | +0.62% | +0.25% | |
| 8 | DE | Deere & Co | 株式-資本財 | 2.99% | — | +1.56% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 2.96% | -0.08% | +1.33% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.95% | -0.43% | +0.35% | |
| 11 | ADI | Analog Devices INC | 株式-IT | 2.89% | +0.25% | +9.11% | |
| 12 | CNQ | Canadian Natural Resources | 株式-エネルギー | 2.86% | — | -0.31% | |
| 13 | ADBE | Adobe INC | 株式-IT | 2.77% | — | -0.52% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 2.74% | — | +5.78% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.58% | -0.21% | -1.14% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 2.50% | -0.17% | +0.14% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.48% | -0.02% | +0.36% | |
| 18 | CP | Canadian Pacific Kansas City | 株式-資本財 | 2.47% | — | +1.07% | |
| 19 | ASML | ASML Holding N.V. | 株式-IT | 2.38% | — | +0.06% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.37% | -0.30% | +0.20% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.26% | — | +1.08% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.26% | — | +0.51% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 2.18% | — | +0.59% | |
| 24 | CARR | Carrier Global CORP | 株式-資本財 | 2.09% | -0.84% | +4.96% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.06% | — | +2.33% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.02% | +0.01% | +5.06% | |
| 27 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.99% | — | +0.11% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 1.99% | -0.27% | +1.68% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.79% | -0.23% | +0.78% | |
| 30 | NVMI | Nova Ltd. | 株式-その他 | 1.68% | +0.35% | +0.08% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 1.61% | -0.10% | +3.86% | |
| 32 | BMI | Badger Meter INC | 株式-IT | 1.42% | -1.37% | EXIT | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.34% | — | +1.31% | |
| 34 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.30% | -0.30% | +0.06% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.29% | — | +0.57% | |
| 36 | DRS | Leonardo Drs INC | 株式-資本財 | 1.25% | +0.48% | +1.21% | |
| 37 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.20% | — | +1.26% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 1.18% | — | — | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.04% | -0.03% | +0.64% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.91% | — | +1.36% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | -0.13% | +0.48% | |
| 42 | NXT | Nextpower Inc-cl A | 株式-IT | 0.69% | — | — | |
| 43 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.58% | — | +1.06% | |
| 44 | HSY | Hershey Co/the | 株式-生活必需品 | 0.48% | — | -7.78% | |
| 45 | SSD | Simpson Manufacturing Co INC | 株式-素材 | 0.44% | — | -58.95% | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.41% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | +0.65% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.28% | — | +5.18% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.27% | — | +0.97% | |
| 50 | MGEE | Mge Energy INC | 株式-その他 | 0.23% | — | +1.02% |