CIK: 0001737987
申告総資産額
$2.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 9.60% | -0.68% | -3.66% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.06% | +1.05% | -6.80% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.16% | +0.39% | -0.51% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.12% | +1.11% | -6.51% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.94% | -0.94% | +0.33% | |
| 6 | ETN | Eaton Corporation plc | 株式-資本財 | 3.82% | +0.67% | -4.80% | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.51% | -0.36% | -13.17% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.35% | -0.21% | +1.35% | |
| 9 | GS | Goldman Sachs Group INC | 株式-金融 | 3.23% | +0.78% | +0.21% | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 3.12% | +0.10% | -0.26% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.12% | -0.16% | EXIT | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 3.09% | — | +0.20% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 2.93% | -0.77% | -2.12% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 2.80% | -0.16% | -0.17% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.35% | -0.08% | +3.14% | |
| 16 | FDX | Fedex CORP | 株式-資本財 | 2.31% | -0.40% | +0.92% | |
| 17 | BA | Boeing Co/the | 株式-資本財 | 2.30% | -0.11% | +4.02% | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 2.29% | -0.21% | +2.25% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 2.17% | -0.26% | +1.17% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 2.10% | +0.11% | +2.43% | |
| 21 | CMC | Commercial Metals Co | 株式-資本財 | 2.02% | -1.73% | EXIT | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.67% | -0.46% | +3.08% | |
| 23 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.57% | -0.20% | -4.87% | |
| 24 | IP | International Paper Co | 株式-一般消費財 | 1.52% | — | +2.58% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.39% | -0.55% | +760.43% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 1.19% | +0.05% | +1.30% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.14% | +0.23% | +0.35% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | +0.03% | -2.19% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.79% | +0.15% | +0.22% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | +0.11% | -1.47% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.75% | — | +0.31% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.71% | — | +0.28% | |
| 33 | PWR | Quanta Services INC | 株式-資本財 | 0.67% | +2.00% | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | — | +7.59% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +0.68% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | +0.06% | +51.03% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.55% | — | +0.93% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | -0.04% | +0.29% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | +0.09% | +6.53% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | -0.06% | +156.28% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.44% | +0.04% | +1.01% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | -0.12% | EXIT | |
| 44 | FE | Firstenergy CORP | 株式-公益事業 | 0.40% | — | — | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | — | — | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | — | +2.48% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | -5.45% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | -0.11% | — | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.27% | — | +2.07% |