CIK: 0002011812
申告総資産額
$1.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.39% | +0.88% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 5.08% | -0.59% | — | |
| 3 | CME | Cme Group INC | 株式-金融 | 3.65% | — | — | |
| 4 | AME | Ametek INC | 株式-資本財 | 3.57% | — | — | |
| 5 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 2.66% | -2.47% | EXIT | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.66% | -2.49% | EXIT | |
| 7 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 2.65% | -2.46% | EXIT | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.62% | -1.06% | — | |
| 9 | PANW | Palo Alto Networks INC | 株式-IT | 2.47% | -0.13% | — | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.43% | +0.22% | — | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.15% | +1.58% | — | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.13% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.11% | — | |
| 14 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 1.95% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.90% | +0.11% | — | |
| 16 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.61% | — | — | |
| 17 | WDAY | Workday Inc-class A | 株式-IT | 1.55% | — | — | |
| 18 | NOW | Servicenow INC | 株式-IT | 1.54% | +0.33% | — | |
| 19 | UBER | Uber Technologies INC | 株式-資本財 | 1.53% | -0.02% | — | |
| 20 | ADBE | Adobe INC | 株式-IT | 1.44% | +0.16% | — | |
| 21 | ADP | Automatic Data Processing | 株式-IT | 1.37% | — | — | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 1.35% | — | — | |
| 23 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.21% | — | — | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | — | — | |
| 25 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.12% | — | — | |
| 26 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 1.12% | — | — | |
| 27 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.05% | -1.48% | EXIT | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | -0.31% | EXIT | |
| 29 | GE | General Electric | 株式-資本財 | 1.01% | — | — | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.00% | — | — | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.98% | +0.12% | — | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | -0.03% | — | |
| 33 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.85% | — | — | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.84% | -0.29% | EXIT | |
| 35 | GD | General Dynamics CORP | 株式-資本財 | 0.82% | — | — | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 0.81% | — | — | |
| 37 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.79% | +0.71% | — | |
| 38 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.78% | -0.79% | EXIT | |
| 39 | EOG | Eog Resources INC | 株式-エネルギー | 0.78% | -0.97% | EXIT | |
| 40 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.75% | +0.85% | — | |
| 41 | CARR | Carrier Global CORP | 株式-資本財 | 0.75% | -0.82% | EXIT | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | +0.21% | — | |
| 43 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.72% | — | — | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | — | |
| 45 | AVAV | Aerovironment INC | 株式-資本財 | 0.69% | — | — | |
| 46 | CDNS | Cadence Design Sys INC | 株式-IT | 0.69% | — | — | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | — | — | |
| 48 | GLIN | Vaneck India Growth Leaders | ETF-その他 | 0.66% | — | — | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | — | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.63% | — | — |