CIK: 0001738723
申告総資産額
$4.3億
| # | 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 | 10.14% | -0.30% | +2.38% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.89% | -0.02% | +3.62% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.18% | -0.67% | +11.70% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.80% | +0.01% | -3.72% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.22% | +0.42% | +5.08% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.40% | -0.10% | +4.53% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 2.90% | — | -5.15% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.54% | +0.13% | +1.61% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.54% | -0.02% | +6.77% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.29% | -0.21% | +25.76% | |
| 11 | MOG-B | Moog Inc-class B | 株式-その他 | 2.24% | +1.22% | — | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.23% | -0.10% | +5.68% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.12% | -0.19% | +101.58% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.87% | +0.02% | +1.69% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.84% | -0.08% | +19.66% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.83% | — | +13.53% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.55% | +0.29% | +7.83% | |
| 18 | MOG-A | Moog Inc-class A | 株式-その他 | 1.55% | +0.13% | — | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.36% | -0.52% | +39.84% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.33% | -0.52% | +8.96% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.30% | +0.36% | +20.91% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.28% | — | +0.06% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.25% | — | +59.50% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 1.24% | -0.28% | +66.32% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.19% | — | +14.28% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | — | +24.17% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.18% | — | +38.49% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 1.16% | — | +65.73% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.13% | — | +13.29% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.06% | -0.07% | -23.44% | |
| 31 | ADBE | Adobe INC | 株式-IT | 1.04% | — | +51.74% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 1.03% | — | +8.94% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.03% | — | -7.89% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.90% | — | +45.85% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.87% | — | +33.10% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | -0.59% | +116.57% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | -0.38% | +39.56% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.80% | — | -13.59% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | -0.06% | +69.84% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.67% | — | +66.19% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.67% | — | +0.27% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.67% | +0.02% | +232.98% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.61% | — | -10.66% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | -0.39% | +63.50% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.53% | — | +174.12% | |
| 46 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.51% | — | -18.43% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.51% | — | — | |
| 48 | ADP | Automatic Data Processing | 株式-IT | 0.51% | — | -1.31% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.50% | — | — | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.48% | — | -46.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.1% | +101.58% | 増加 |
| 2 | AAPL | Apple INC | +0.8% | +2.38% | 増加 |
| 3 | PYPL | Paypal Holdings INC | +0.6% | +65.73% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.6% | +3.62% | 増加 |
| 5 | BAC | Bank Of America CORP | +0.4% | +232.98% | 増加 |
| 6 | NFLX | Netflix INC | +0.4% | +66.32% | 増加 |
| 7 | XOM | Exxon Mobil CORP | +0.4% | +116.57% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.4% | +11.70% | 増加 |
| 9 | ADBE | Adobe INC | +0.4% | +51.74% | 増加 |
| 10 | NVDA | Nvidia CORP | +0.3% | +4.53% | 増加 |
| 11 | DIS | Walt Disney Co/the | +0.3% | +59.50% | 増加 |
| 12 | CMCSA | Comcast Corp-class A | +0.3% | +174.12% | 増加 |
| 13 | HD | Home Depot INC | +0.3% | +19.66% | 増加 |
| 14 | MA | Mastercard INC - A | +0.2% | +45.85% | 増加 |
| 15 | CVX | Chevron CORP | +0.2% | +63.50% | 増加 |
| 16 | ORCL | Oracle CORP | +0.2% | +38.49% | 増加 |
| 17 | BMY | Bristol-myers Squibb Co | +0.2% | +66.19% | 増加 |
| 18 | KO | Coca-cola Co/the | +0.2% | +69.84% | 増加 |
| 19 | ABT | Abbott Laboratories | +0.1% | +39.56% | 増加 |
| 20 | WMT | Walmart INC | +0.1% | +39.84% | 増加 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +24.17% | 増加 |
| 22 | CRM | Salesforce INC | +0.1% | +13.29% | 増加 |
| 23 | CSCO | Cisco Systems INC | +0.1% | +20.91% | 増加 |
| 24 | JNJ | Johnson & Johnson | 0% | +25.76% | 増加 |
| 25 | MRK | Merck & Co. INC. | 0% | +33.10% | 増加 |
| 26 | ABBV | Abbvie INC | -0.1% | +1.69% | 増加 |
| 27 | UNH | Unitedhealth Group INC | -0.1% | +7.83% | 増加 |
| 28 | V | Visa Inc-class A Shares | -0.2% | +6.77% | 増加 |
| 29 | MCD | Mcdonald's CORP | -0.2% | +8.96% | 増加 |
| 30 | PG | Procter & Gamble Co/the | -0.2% | +13.53% | 増加 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.2% | +5.08% | 増加 |
| 32 | VLO | Valero Energy CORP | -0.3% | -65.30% | 減少 |
| 33 | D | Dominion Energy INC | -0.5% | -57.92% | 減少 |
| 34 | JPM | Jpmorgan Chase & Co | -0.5% | +5.68% | 増加 |
| 35 | INTC | Intel CORP | -0.5% | +1.61% | 増加 |
| 36 | AMGN | Amgen INC | -0.6% | -46.45% | 減少 |
| 37 | LMT | Lockheed Martin CORP | -0.7% | -23.44% | 減少 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1% | -3.72% | 減少 |
| 39 | SCHO | Schwab Short-term US Treas | — | NEW | 新規購入 |
| 40 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 41 | LLY | Eli Lilly & Co | — | NEW | 新規購入 |
| 42 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 43 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 44 | GLTR | Abrdn Precious Metals Basket | — | NEW | 新規購入 |
| 45 | SGOL | Abrdn Physical Gold Shares | — | NEW | 新規購入 |
| 46 | CVS | Cvs Health CORP | — | EXIT | 全売却 |
| 47 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 48 | GILD | Gilead Sciences INC | — | EXIT | 全売却 |
| 49 | UPS | United Parcel Service-cl B | — | EXIT | 全売却 |
| 50 | OLLI | Ollie's Bargain Outlet Holdi | — | NEW | 新規購入 |