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 | 9.06% | -0.68% | -0.48% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.73% | +1.05% | -0.01% | |
| 3 | ETN | Eaton Corporation plc | 株式-資本財 | 5.69% | +0.67% | -0.39% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.48% | +0.39% | -0.44% | |
| 5 | PANW | Palo Alto Networks INC | 株式-IT | 4.19% | +0.10% | -2.57% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.88% | +1.11% | +0.48% | |
| 7 | GS | Goldman Sachs Group INC | 株式-金融 | 3.50% | +0.78% | +0.29% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.42% | -0.94% | +0.39% | |
| 9 | IBM | Intl Business Machines CORP | 株式-IT | 3.25% | -0.26% | +0.15% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.88% | -0.13% | +0.45% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.74% | -0.77% | +0.80% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.73% | -0.21% | +0.39% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 2.54% | -0.16% | +0.78% | |
| 14 | RTX | Rtx CORP | 株式-資本財 | 2.52% | +0.11% | +0.29% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.38% | -0.55% | +0.26% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 2.21% | — | +0.53% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.18% | -0.36% | -0.04% | |
| 18 | CMC | Commercial Metals Co | 株式-資本財 | 2.09% | -1.73% | EXIT | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 2.07% | +0.35% | +1.15% | |
| 20 | FDX | Fedex CORP | 株式-資本財 | 2.03% | -0.40% | +0.26% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.93% | -0.21% | +0.04% | |
| 22 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.91% | -0.20% | — | |
| 23 | PWR | Quanta Services INC | 株式-資本財 | 1.88% | +2.00% | — | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 1.42% | -0.11% | -1.54% | |
| 25 | ACN | Accenture plc | 株式-IT | 1.42% | -0.42% | +2.61% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.36% | -0.08% | +0.32% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.98% | +0.23% | +1.07% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.92% | +0.05% | -0.35% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.88% | +0.06% | +1.22% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.79% | -0.09% | +9.68% | |
| 31 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | -0.22% | +1.46% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.75% | -0.46% | -3.82% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.68% | +0.15% | -0.30% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | +0.09% | -0.45% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.60% | — | -0.40% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | -0.10% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | +0.11% | -5.69% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | — | -1.35% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.56% | +0.04% | +4.27% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.55% | — | -0.42% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.50% | — | +0.34% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.48% | -0.24% | +3.72% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.45% | -0.04% | +9.04% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.43% | +0.41% | +4.06% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | -0.06% | -0.93% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.37% | +0.03% | -4.77% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | -0.04% | -3.83% | |
| 48 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 0.33% | -0.12% | +10.90% | |
| 49 | FE | Firstenergy CORP | 株式-公益事業 | 0.32% | — | — | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.32% | — | +10.23% |