CIK: 0001798150
申告総資産額
$14.5億
上位200銘柄を表示中（全612銘柄）
| # | 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 | 8.74% | -0.13% | +1.12% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.74% | -1.19% | +0.45% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 7.18% | -1.09% | -1.51% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.83% | +0.04% | +4.48% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.08% | -0.98% | +0.13% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.20% | -0.18% | +2.51% | |
| 7 | JMTG | Mortgage-backed Securities | ETF-その他 | 4.29% | — | +2.43% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 3.75% | -0.25% | +0.43% | |
| 9 | PWR | Quanta Services INC | 株式-資本財 | 2.54% | -0.27% | +1.18% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.37% | +0.02% | +0.23% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.99% | +0.09% | -1.02% | |
| 12 | BE | Bloom Energy Corp- A | 株式-資本財 | 1.97% | +0.19% | -47.61% | |
| 13 | FSLR | First Solar INC | 株式-IT | 1.89% | -1.93% | -0.93% | |
| 14 | PGR | Progressive CORP | 株式-金融 | 1.89% | -0.12% | +7.96% | |
| 15 | AZO | Autozone INC | 株式-一般消費財 | 1.66% | — | -0.25% | |
| 16 | RMD | Resmed INC | 株式-ヘルスケア | 1.63% | +0.03% | -0.63% | |
| 17 | PNC | Pnc Financial Services Group | 株式-金融 | 1.62% | — | -2.29% | |
| 18 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 1.62% | — | -1.81% | |
| 19 | CMS | Cms Energy CORP | 株式-公益事業 | 1.39% | +0.25% | +0.34% | |
| 20 | AWK | American Water Works Co INC | 株式-公益事業 | 1.34% | +0.14% | +1.84% | |
| 21 | NOW | Servicenow INC | 株式-IT | 1.34% | -1.08% | +128.17% | |
| 22 | LIN | Linde plc | 株式-素材 | 1.23% | +0.31% | -1.67% | |
| 23 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.12% | — | -2.27% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.11% | -0.09% | -1.42% | |
| 25 | EQIX | Equinix INC | 株式-不動産 | 1.07% | +0.38% | +420860.00% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.01% | -0.11% | +5.13% | |
| 27 | VMI | Valmont Industries | 株式-資本財 | 1.00% | — | -0.86% | |
| 28 | GTLS | Chart Industries INC | 株式-資本財 | 1.00% | — | -5.53% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.96% | +0.09% | +0.43% | |
| 30 | VLTO | Veralto CORP | 株式-資本財 | 0.95% | -0.04% | -0.12% | |
| 31 | AON | Aon plc | 株式-金融 | 0.92% | -0.03% | -0.49% | |
| 32 | PANW | Palo Alto Networks INC | 株式-IT | 0.90% | +0.37% | -0.00% | |
| 33 | ANET | Arista Networks INC | 株式-IT | 0.87% | +0.01% | -0.56% | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.86% | -0.73% | +3.69% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | -0.33% | +13.68% | |
| 36 | OWL | Blue Owl Capital INC | 株式-金融 | 0.77% | — | -3.43% | |
| 37 | USFD | US Foods Holding CORP | 株式-生活必需品 | 0.70% | +0.81% | +0.89% | |
| 38 | TYL | Tyler Technologies INC | 株式-IT | 0.67% | -0.14% | -0.30% | |
| 39 | ADI | Analog Devices INC | 株式-IT | 0.63% | +0.21% | +46.95% | |
| 40 | NVT | nVent Electric plc | 株式-資本財 | 0.54% | +0.13% | -0.12% | |
| 41 | BIPC | Brookfield Infrastructure-a | 株式-公益事業 | 0.52% | -0.04% | -0.73% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.15% | +0.33% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.43% | -0.27% | -1.13% | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.40% | — | -0.05% | |
| 45 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 0.36% | +0.08% | -0.01% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | -5.52% | |
| 47 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.31% | +0.07% | -1.20% | |
| 48 | ONT | Onterris INC | 株式-その他 | 0.30% | -0.03% | +1.01% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.26% | +0.05% | +1.15% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.24% | — | -8.15% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +1.12% | 減少 |
| 2 | AVGO | Broadcom INC | +2.5% | -1.51% | 減少 |
| 3 | EQIX | Equinix INC | +1.1% | +420860.00% | 増加 |
| 4 | BE | Bloom Energy Corp- A | +0.9% | -47.61% | 減少 |
| 5 | NOW | Servicenow INC | +0.7% | +128.17% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | +0.13% | 減少 |
| 7 | PWR | Quanta Services INC | +0.6% | +1.18% | 減少 |
| 8 | FSLR | First Solar INC | +0.5% | -0.93% | 減少 |
| 9 | MSFT | Microsoft CORP | +0.5% | +0.45% | 減少 |
| 10 | ANET | Arista Networks INC | +0.2% | -0.56% | 減少 |
| 11 | ADI | Analog Devices INC | +0.2% | +46.95% | 増加 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -8.15% | 増加 |
| 13 | AMAT | Applied Materials INC | +0.1% | +644.10% | 増加 |
| 14 | ONT | Onterris INC | +0.1% | +1.01% | 減少 |
| 15 | VXUS | Vanguard Total Intl Stock | +0.1% | -1.39% | 増加 |
| 16 | TSLA | Tesla INC | +0.1% | +332.63% | 増加 |
| 17 | VMI | Valmont Industries | +0.1% | -0.86% | 減少 |
| 18 | GTLS | Chart Industries INC | 0% | -5.53% | 減少 |
| 19 | USFD | US Foods Holding CORP | 0% | +0.89% | 増加 |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +13.68% | 減少 |
| 21 | NVT | nVent Electric plc | 0% | -0.12% | 減少 |
| 22 | PANW | Palo Alto Networks INC | -0.1% | -0.00% | 減少 |
| 23 | VLTO | Veralto CORP | -0.1% | -0.12% | 増加 |
| 24 | RMD | Resmed INC | -0.1% | -0.63% | 減少 |
| 25 | TJX | Tjx Companies INC | -0.1% | +0.43% | 減少 |
| 26 | UNH | Unitedhealth Group INC | -0.1% | +144.25% | 減少 |
| 27 | DHR | Danaher CORP | -0.1% | +5.13% | 増加 |
| 28 | AMT | American Tower CORP | -0.1% | -37.67% | 減少 |
| 29 | NEE | Nextera Energy INC | -0.1% | +10.74% | 減少 |
| 30 | MRK | Merck & Co. INC. | -0.2% | -2.66% | 減少 |
| 31 | PNC | Pnc Financial Services Group | -0.2% | -2.29% | 減少 |
| 32 | MDLZ | Mondelez International Inc-a | -0.3% | +3.69% | 増加 |
| 33 | TYL | Tyler Technologies INC | -0.3% | -0.30% | 減少 |
| 34 | TMO | Thermo Fisher Scientific INC | -0.4% | -1.42% | 減少 |
| 35 | AMZN | Amazon.com INC | -0.4% | +2.51% | 減少 |
| 36 | AWK | American Water Works Co INC | -0.4% | +1.84% | 減少 |
| 37 | OWL | Blue Owl Capital INC | -0.5% | -3.43% | 減少 |
| 38 | AON | Aon plc | -0.5% | -0.49% | 減少 |
| 39 | PGR | Progressive CORP | -0.7% | +7.96% | 増加 |
| 40 | ADBE | Adobe INC | -0.7% | -1.13% | 減少 |
| 41 | ASML | ASML Holding N.V. | -0.7% | -97.20% | 減少 |
| 42 | V | Visa Inc-class A Shares | -1% | +0.43% | 減少 |
| 43 | AAPL | Apple INC | -1.1% | +4.48% | 減少 |
| 44 | AVB | Avalonbay Communities INC | -1.1% | -91.25% | 減少 |
| 45 | COO | Cooper Cos Inc/the | -1.4% | -97.60% | 減少 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -1.7% | +0.23% | 減少 |
| 47 | JMTG | Mortgage-backed Securities | — | NEW | 新規購入 |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 全売却 |
| 49 | AZO | Autozone INC | — | NEW | 新規購入 |
| 50 | NVR | Nvr INC | — | EXIT | 全売却 |