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 | 4.60% | -0.86% | -14.36% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.30% | -0.98% | -1.79% | |
| 3 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 3.67% | -1.59% | -0.42% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.66% | +0.62% | -2.17% | |
| 5 | HD | Home Depot INC | 株式-一般消費財 | 3.53% | -0.32% | -2.29% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.23% | -0.17% | -25.00% | |
| 7 | CAT | Caterpillar INC | 株式-資本財 | 3.20% | — | -0.30% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.99% | -0.43% | +0.19% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.89% | +0.41% | -9.17% | |
| 10 | ASML | ASML Holding N.V. | 株式-IT | 2.85% | — | -0.67% | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 2.79% | -0.08% | -0.21% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.74% | — | -0.42% | |
| 13 | ADI | Analog Devices INC | 株式-IT | 2.73% | +0.25% | +0.61% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.65% | -0.30% | +0.07% | |
| 15 | CP | Canadian Pacific Kansas City | 株式-資本財 | 2.64% | — | +1.54% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.56% | -0.02% | -0.48% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.33% | -0.21% | -11.55% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.31% | — | +0.48% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 2.24% | — | +0.62% | |
| 20 | ADBE | Adobe INC | 株式-IT | 2.19% | — | -0.85% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 2.09% | -0.27% | +0.51% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.06% | — | -1.04% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.06% | — | +1.66% | |
| 24 | NVMI | Nova Ltd. | 株式-その他 | 2.03% | +0.35% | -1.31% | |
| 25 | CARR | Carrier Global CORP | 株式-資本財 | 2.02% | -0.84% | +1.14% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.84% | +0.01% | +1.27% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.72% | -0.23% | -6.05% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.66% | -0.10% | +5.71% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.53% | — | +0.94% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 1.49% | — | +14.08% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.43% | — | +3.10% | |
| 32 | BMI | Badger Meter INC | 株式-IT | 1.42% | -1.37% | EXIT | |
| 33 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.34% | -0.30% | -7.21% | |
| 34 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.33% | — | -7.82% | |
| 35 | DRS | Leonardo Drs INC | 株式-資本財 | 1.31% | +0.48% | +0.60% | |
| 36 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.28% | — | — | |
| 37 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.17% | — | +0.70% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.05% | -0.03% | -0.87% | |
| 39 | AMD | Advanced Micro Devices | 株式-IT | 0.98% | +0.70% | NEW | |
| 40 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.91% | — | -2.06% | |
| 41 | NXT | Nextpower Inc-cl A | 株式-IT | 0.87% | — | +10.58% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | -0.13% | +5.58% | |
| 43 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 0.79% | — | — | |
| 44 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.67% | +0.28% | — | |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.44% | — | +1.37% | |
| 46 | SSD | Simpson Manufacturing Co INC | 株式-素材 | 0.42% | — | -0.14% | |
| 47 | CNQ | Canadian Natural Resources | 株式-エネルギー | 0.36% | — | -88.49% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +0.81% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.28% | — | +2.80% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.28% | — | +1.38% |