CIK: 0001801172
申告総資産額
$3.5億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 21.19% | +3.88% | — | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 9.40% | +1.70% | -6.03% | |
| 3 | AJG | Arthur J Gallagher & Co | 株式-金融 | 9.29% | -3.82% | EXIT | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 9.28% | -0.86% | -26.74% | |
| 5 | SHW | Sherwin-williams Co/the | 株式-素材 | 9.21% | -1.11% | -2.69% | |
| 6 | DG | Dollar General CORP | 株式-生活必需品 | 8.55% | — | +4.50% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 8.00% | — | +55.85% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.35% | -1.37% | -31.95% | |
| 9 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 5.08% | — | -10.75% | |
| 10 | BX | Blackstone INC | 株式-金融 | 4.95% | -1.06% | -1.07% | |
| 11 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 4.52% | — | -1.79% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.18% | — | +29.89% |