CIK: 0001803988
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 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 6.96% | — | +4.09% | |
| 2 | ✓ | Ishares Tr | 株式-その他 | 6.95% | — | +3.56% | |
| 3 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 6.90% | — | +4.10% | |
| 4 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 6.53% | — | +3.93% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.35% | +0.19% | -10.14% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 6.26% | — | +5.20% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 5.05% | -0.09% | +7.45% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.76% | -0.86% | -2.32% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.55% | +0.11% | +216.99% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.37% | +0.56% | -6.67% | |
| 11 | ADBE | Adobe INC | 株式-IT | 3.00% | — | -28.51% | |
| 12 | INTC | Intel CORP | 株式-IT | 2.73% | +0.13% | NEW | |
| 13 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.49% | — | +4.19% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.47% | +0.05% | -13.17% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.31% | -1.65% | +8.67% | |
| 16 | CERNCHF | Cerner CORP | 株式-その他 | 2.31% | — | -4.21% | |
| 17 | MMM | 3m Co | 株式-資本財 | 2.17% | — | +86.73% | |
| 18 | DE | Deere & Co | 株式-資本財 | 2.16% | -0.07% | -3.90% | |
| 19 | EMR | Emerson Electric Co | 株式-資本財 | 2.12% | -0.13% | EXIT | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.06% | -0.24% | +1314.16% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 2.00% | — | +76.67% | |
| 22 | GM | General Motors Co | 株式-一般消費財 | 1.86% | — | -6.05% | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.73% | — | -7.97% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.63% | -1.09% | — | |
| 25 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.56% | — | +32.12% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 1.51% | — | -6.42% | |
| 27 | MLM | Martin Marietta Materials | 株式-素材 | 1.43% | — | +17.95% | |
| 28 | AMAT | Applied Materials INC | 株式-IT | 1.41% | +0.30% | +1.41% | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.30% | — | -60.08% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | +0.59% | -7.73% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.53% | — | -7.31% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.32% | -0.04% | — | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | — | +150.34% | |
| 34 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.28% | — | — | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.26% | — | -4.35% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | -0.09% | +0.46% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | +87.91% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | -0.08% | — | |
| 39 | T | At&t INC | 株式-通信サービス | 0.20% | — | +3.59% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.19% | — | +1.48% | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.18% | — | — | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | -0.04% | +2.68% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.15% | — | -5.91% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.13% | — | — | |
| 45 | EVRG | Evergy INC | 株式-公益事業 | 0.13% | +0.05% | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | +0.11% | NEW | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.13% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | — | |
| 49 | NGL | Ngl Energy Partners LP | 株式-その他 | 0.03% | — | -7.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. INC. | +1.9% | +1314.16% | 増加 |
| 2 | MMM | 3m Co | +0.9% | +86.73% | 増加 |
| 3 | BA | Boeing Co/the | +0.6% | +76.67% | 増加 |
| 4 | VEEV | Veeva Systems Inc-class A | +0.5% | +32.12% | 増加 |
| 5 | DE | Deere & Co | +0.4% | -3.90% | 減少 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -2.32% | 減少 |
| 7 | MLM | Martin Marietta Materials | +0.3% | +17.95% | 増加 |
| 8 | SBUX | Starbucks CORP | +0.3% | +4.19% | 増加 |
| 9 | CRM | Salesforce INC | +0.2% | -7.97% | 減少 |
| 10 | PFE | Pfizer INC | +0.2% | +150.34% | 増加 |
| 11 | QCOM | Qualcomm INC | +0.1% | -6.42% | 減少 |
| 12 | VZ | Verizon Communications INC | +0.1% | +87.91% | 増加 |
| 13 | MSFT | Microsoft CORP | +0.1% | +7.45% | 増加 |
| 14 | CTSH | Cognizant Tech Solutions-a | 0% | — | 変化なし |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 16 | GM | General Motors Co | 0% | -6.05% | 減少 |
| 17 | WMT | Walmart INC | 0% | — | 変化なし |
| 18 | HON | Honeywell International INC | 0% | +1.48% | 増加 |
| 19 | HD | Home Depot INC | — | +2.68% | 増加 |
| 20 | PEP | Pepsico INC | — | +0.46% | 増加 |
| 21 | JNJ | Johnson & Johnson | — | +3.18% | 増加 |
| 22 | NGL | Ngl Energy Partners LP | — | -7.14% | 減少 |
| 23 | AMGN | Amgen INC | 0% | -4.35% | 減少 |
| 24 | BAC | Bank Of America CORP | 0% | -5.91% | 減少 |
| 25 | T | At&t INC | 0% | +3.59% | 増加 |
| 26 | GIS | General Mills INC | 0% | — | 変化なし |
| 27 | EVRG | Evergy INC | 0% | — | 変化なし |
| 28 | CL | Colgate-palmolive Co | -0.1% | -7.31% | 減少 |
| 29 | AMAT | Applied Materials INC | -0.1% | +1.41% | 増加 |
| 30 | V | Visa Inc-class A Shares | -0.2% | -7.73% | 減少 |
| 31 | CERNCHF | Cerner CORP | -0.2% | -4.21% | 減少 |
| 32 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.2% | +5.20% | 増加 |
| 33 | INTC | Intel CORP | -0.2% | +15.87% | 増加 |
| 34 | EMR | Emerson Electric Co | -0.3% | -9.10% | 減少 |
| 35 | IBDP | Ishares Ibonds Dec 2024 Term | -0.3% | +3.93% | 増加 |
| 36 | AAPL | Apple INC | -0.3% | +216.99% | 増加 |
| 37 | BSCMUSD | Invesco Bulletshares 2022 Co | -0.3% | +4.09% | 増加 |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | -0.3% | +4.10% | 増加 |
| 39 | ✓ | Ishares Tr | -0.4% | +3.56% | 増加 |
| 40 | AMZN | Amazon.com INC | -0.4% | -10.14% | 減少 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.5% | -6.67% | 減少 |
| 42 | XOM | Exxon Mobil CORP | -0.7% | +8.67% | 増加 |
| 43 | ABBV | Abbvie INC | -1% | -13.17% | 減少 |
| 44 | ADBE | Adobe INC | -1.1% | -28.51% | 減少 |
| 45 | UPS | United Parcel Service-cl B | -1.1% | -60.08% | 減少 |
| 46 | LMT | Lockheed Martin CORP | — | NEW | 新規購入 |
| 47 | CMI | Cummins INC | — | EXIT | 全売却 |
| 48 | GLD | Spdr Gold Shares | — | NEW | 新規購入 |
| 49 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 50 | PG | Procter & Gamble Co/the | — | NEW | 新規購入 |