CIK: 0002030055
申告総資産額
$2.9億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 8.01% | +0.17% | +19.22% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.46% | — | +17.60% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.76% | -1.20% | +12.33% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.61% | -0.04% | +29.20% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.37% | -0.05% | +19.86% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 3.21% | +0.08% | +14.62% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.09% | -0.07% | +29.69% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.04% | -0.16% | +17.48% | |
| 9 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.95% | +0.38% | — | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.76% | +0.33% | +9.56% | |
| 11 | PH | Parker Hannifin CORP | 株式-資本財 | 1.63% | — | -0.02% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.62% | +0.31% | +10.36% | |
| 13 | VFH | Vanguard Financials ETF | ETF-その他 | 1.62% | -0.23% | +4.40% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.54% | -0.11% | +5.81% | |
| 15 | APH | Amphenol Corp-cl A | 株式-IT | 1.51% | — | -0.02% | |
| 16 | WELL | Welltower INC | 株式-不動産 | 1.32% | — | +0.02% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | -0.04% | +15.76% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | +0.51% | +14.83% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | -0.16% | +24.03% | |
| 20 | SPGI | S&p Global INC | 株式-金融 | 1.00% | -0.55% | -7.23% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.95% | -0.22% | +0.08% | |
| 22 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.92% | -0.34% | -0.56% | |
| 23 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.89% | +0.25% | -3.78% | |
| 24 | WMB | Williams Cos INC | 株式-エネルギー | 0.84% | +0.24% | -0.02% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +117.99% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | +0.26% | +166.66% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.73% | — | +10.00% | |
| 28 | PGR | Progressive CORP | 株式-金融 | 0.71% | -0.11% | +0.44% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | — | +115.88% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | — | +18.30% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.66% | — | +33.99% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.66% | — | +386.10% | |
| 33 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.62% | — | -0.53% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.61% | -0.07% | +47.90% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | — | +897.16% | |
| 36 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.60% | — | -0.01% | |
| 37 | CTAS | Cintas CORP | 株式-資本財 | 0.60% | -0.08% | +17.47% | |
| 38 | AXP | American Express Co | 株式-金融 | 0.60% | -0.07% | +0.02% | |
| 39 | APP | Applovin Corp-class A | 株式-IT | 0.59% | -0.21% | +0.04% | |
| 40 | PANW | Palo Alto Networks INC | 株式-IT | 0.58% | — | +24.08% | |
| 41 | NOW | Servicenow INC | 株式-IT | 0.57% | -0.16% | +436.06% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | +77.94% | |
| 43 | AESI | Atlas Energy Solutions INC | 株式-その他 | 0.53% | +0.32% | +962.82% | |
| 44 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.52% | — | -1.01% | |
| 45 | SYF | Synchrony Financial | 株式-金融 | 0.52% | — | +0.07% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | +17.29% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.48% | — | +0.03% | |
| 48 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.47% | — | +14.38% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.47% | — | — | |
| 50 | WWD | Woodward INC | 株式-資本財 | 0.45% | — | — |