CIK: 0001932342
申告総資産額
$3.1億
| # | 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 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 11.39% | — | +21.48% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 10.25% | +1.52% | +11.63% | |
| 3 | AAPL | Apple INC | 株式-IT | 8.20% | — | +0.13% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.16% | +1.55% | +1.40% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 6.08% | +0.70% | +5.11% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 5.60% | +0.45% | +22.24% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.51% | +0.40% | +5.89% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.15% | +1.41% | +4.35% | |
| 9 | APD | Air Products & Chemicals INC | 株式-素材 | 3.21% | — | +17.07% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.84% | -3.29% | EXIT | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.07% | — | — | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.35% | — | — | |
| 13 | MSCI | Msci INC | 株式-金融 | 1.34% | — | — | |
| 14 | DUK | Duke Energy CORP | 株式-公益事業 | 1.17% | — | +0.41% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.16% | — | -4.26% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.12% | — | — | |
| 17 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 0.86% | — | — | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.82% | — | — | |
| 19 | CRM | Salesforce INC | 株式-IT | 0.77% | — | — | |
| 20 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.77% | — | — | |
| 21 | WM | Waste Management INC | 株式-資本財 | 0.74% | — | -3.06% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 0.70% | — | -80.14% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.68% | — | -5.54% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.66% | — | +17.30% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | — | +244.10% | |
| 26 | AEP | American Electric Power | 株式-公益事業 | 0.59% | — | -2.31% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | -3.92% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | -3.65% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.55% | -0.17% | EXIT | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 0.54% | — | +42.04% | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.51% | — | -6.01% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.50% | — | +35.85% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | — | +102.67% | |
| 34 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.47% | — | — | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | -5.16% | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 0.44% | — | +10.56% | |
| 37 | EOG | Eog Resources INC | 株式-エネルギー | 0.43% | — | -4.33% | |
| 38 | D | Dominion Energy INC | 株式-公益事業 | 0.40% | — | -3.04% | |
| 39 | ASML | ASML Holding N.V. | 株式-IT | 0.40% | — | — | |
| 40 | TFC | Truist Financial CORP | 株式-金融 | 0.39% | — | -2.96% | |
| 41 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.37% | — | +2.83% | |
| 42 | HRB | H&r Block INC | 株式-一般消費財 | 0.37% | — | — | |
| 43 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.36% | — | -5.46% | |
| 44 | AFL | Aflac INC | 株式-金融 | 0.36% | — | -3.91% | |
| 45 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.35% | — | -6.00% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | — | -2.63% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.32% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.32% | -0.46% | EXIT | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.32% | — | — | |
| 50 | PSA | Public Storage | 株式-不動産 | 0.32% | — | — |