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 | AAPL | Apple INC | 株式-IT | 5.66% | -0.59% | -6.30% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.20% | +0.88% | +0.93% | |
| 3 | CME | Cme Group INC | 株式-金融 | 4.11% | — | — | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.56% | +1.58% | +7.38% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.34% | +0.22% | -6.33% | |
| 6 | AME | Ametek INC | 株式-資本財 | 3.24% | — | -1.69% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.91% | -0.11% | +7.17% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.79% | -1.06% | -2.40% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.49% | -2.49% | EXIT | |
| 10 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 2.47% | -2.47% | EXIT | |
| 11 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 2.46% | -2.46% | EXIT | |
| 12 | GEV | GE Vernova INC | 株式-資本財 | 2.37% | +0.73% | +1.66% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 2.34% | -0.13% | -0.69% | |
| 14 | UBER | Uber Technologies INC | 株式-資本財 | 2.06% | -0.02% | +28.45% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.05% | +0.11% | +1.25% | |
| 16 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 1.88% | — | — | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.77% | -0.03% | +72.23% | |
| 18 | GE | General Electric | 株式-資本財 | 1.60% | — | +1.75% | |
| 19 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.60% | +0.85% | +33.55% | |
| 20 | ADP | Automatic Data Processing | 株式-IT | 1.54% | — | -4.20% | |
| 21 | ANET | Arista Networks INC | 株式-IT | 1.48% | +0.32% | +31.28% | |
| 22 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.48% | -1.48% | EXIT | |
| 23 | NOW | Servicenow INC | 株式-IT | 1.42% | +0.33% | +14.99% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 1.38% | — | +6.83% | |
| 25 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 1.21% | +0.71% | +1.79% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.17% | — | +1.94% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 1.05% | +0.12% | +12.47% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | — | -2.81% | |
| 29 | EOG | Eog Resources INC | 株式-エネルギー | 0.97% | -0.97% | EXIT | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.94% | -0.94% | EXIT | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.91% | — | +8.48% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.89% | — | +23.72% | |
| 33 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.89% | -0.89% | EXIT | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.87% | — | -1.05% | |
| 35 | FXO | First Trust Financial Alphad | ETF-その他 | 0.82% | +0.47% | +2.16% | |
| 36 | CARR | Carrier Global CORP | 株式-資本財 | 0.82% | -0.82% | EXIT | |
| 37 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.81% | -0.81% | EXIT | |
| 38 | ✓ | Invesco Actively Managed ETF | ETF-その他 | 0.81% | -0.81% | EXIT | |
| 39 | LDOS | Leidos Holdings INC | 株式-IT | 0.81% | — | +39.79% | |
| 40 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.79% | -0.79% | EXIT | |
| 41 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.79% | -0.79% | EXIT | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.75% | +0.60% | +8.88% | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.74% | — | +1.19% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.74% | +0.16% | +36.16% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | — | -0.03% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | -16.48% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | -18.00% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | -7.38% | |
| 49 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.53% | — | +3.43% | |
| 50 | TMUS | T-mobile US INC | 株式-通信サービス | 0.50% | — | -18.63% |