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 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 5.06% | +0.62% | -1.71% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.72% | -0.98% | +2.74% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.30% | -0.17% | -0.06% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.08% | -0.86% | +0.42% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.01% | — | +6.83% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.58% | -0.27% | -12.05% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 3.52% | -0.43% | +4.59% | |
| 8 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 3.48% | -1.59% | +0.27% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.46% | +0.41% | -0.87% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.42% | -0.30% | +5.34% | |
| 11 | PM | Philip Morris International | 株式-生活必需品 | 3.32% | -0.06% | +34.19% | |
| 12 | PWR | Quanta Services INC | 株式-資本財 | 3.11% | +0.75% | -3.75% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 3.08% | -0.32% | +4.32% | |
| 14 | NVMI | Nova Ltd. | 株式-その他 | 2.77% | +0.35% | +0.23% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.61% | -0.02% | -1.02% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.54% | -0.21% | +6.87% | |
| 17 | ASML | ASML Holding N.V. | 株式-IT | 2.52% | — | +3.47% | |
| 18 | GRMN | Garmin Ltd. | 株式-IT | 2.36% | +0.27% | +13.01% | |
| 19 | CARR | Carrier Global CORP | 株式-資本財 | 2.27% | -0.84% | +0.22% | |
| 20 | DRS | Leonardo Drs INC | 株式-資本財 | 2.25% | +0.48% | -7.01% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.07% | — | +0.07% | |
| 22 | PH | Parker Hannifin CORP | 株式-資本財 | 2.02% | +0.02% | +2.05% | |
| 23 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 1.97% | -0.24% | +50.08% | |
| 24 | BMI | Badger Meter INC | 株式-IT | 1.87% | -1.37% | EXIT | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.84% | — | -11.93% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.81% | -0.23% | -0.13% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.79% | +0.01% | +1.95% | |
| 28 | ARM | Arm Holdings Plc-adr | 株式-IT | 1.74% | +0.28% | +1.17% | |
| 29 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.58% | -0.30% | -0.07% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.39% | -0.03% | — | |
| 31 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 1.30% | — | — | |
| 32 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.20% | — | +1.23% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.17% | -0.03% | -8.52% | |
| 34 | ADI | Analog Devices INC | 株式-IT | 1.13% | +0.25% | -2.24% | |
| 35 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 1.09% | — | -0.03% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.92% | -0.08% | -5.30% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | -0.10% | -38.40% | |
| 38 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.60% | — | +1.06% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | -0.13% | -3.74% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.37% | — | -82.01% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | -3.61% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.30% | — | +0.12% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.28% | — | -2.44% | |
| 44 | BRX | Brixmor Property Group INC | 株式-不動産 | 0.24% | -0.08% | +44.61% | |
| 45 | MGEE | Mge Energy INC | 株式-その他 | 0.24% | — | +1.80% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.21% | — | -0.81% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.21% | — | — | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.20% | — | +0.87% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.18% | — | — | |
| 50 | RLI | Rli CORP | 株式-金融 | 0.15% | — | — |