CIK: 0001912835
申告総資産額
$1.2億
| # | 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 | 7.90% | +1.13% | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.61% | +2.19% | — | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.94% | +5.29% | NEW | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.63% | +1.09% | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.59% | -0.04% | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.23% | +0.29% | — | |
| 7 | ENPH | Enphase Energy INC | 株式-IT | 2.15% | — | — | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 2.05% | — | — | |
| 9 | CRM | Salesforce INC | 株式-IT | 1.79% | — | — | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.61% | — | — | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.56% | +0.78% | — | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.52% | — | — | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.44% | — | — | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 1.37% | — | — | |
| 15 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.36% | — | — | |
| 16 | XPEL | Xpel INC | 株式-その他 | 1.36% | — | — | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | — | — | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.35% | +2.99% | — | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.30% | — | — | |
| 20 | FNF | Fidelity National Financial | 株式-金融 | 1.19% | — | — | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 1.11% | — | — | |
| 22 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 1.08% | — | — | |
| 23 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 1.03% | — | — | |
| 24 | NOW | Servicenow INC | 株式-IT | 0.98% | — | — | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.96% | — | — | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | — | — | |
| 27 | LM03 | Liberty Media Cor-siriusxm A | 株式-その他 | 0.86% | — | — | |
| 28 | SNA | Snap-on INC | 株式-資本財 | 0.86% | — | — | |
| 29 | RDN | Radian Group INC | 株式-金融 | 0.84% | — | — | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 0.84% | — | — | |
| 31 | PATK | Patrick Industries INC | 株式-一般消費財 | 0.81% | — | — | |
| 32 | ICE | Intercontinental Exchange In | 株式-金融 | 0.74% | — | — | |
| 33 | DOV | Dover CORP | 株式-資本財 | 0.72% | — | — | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | — | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.67% | — | — | |
| 38 | PSA | Public Storage | 株式-不動産 | 0.63% | — | — | |
| 39 | ECL | Ecolab INC | 株式-素材 | 0.61% | — | — | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.61% | — | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | — | |
| 42 | CGC | Canopy Growth Corporation | 株式-ヘルスケア | 0.58% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | — | |
| 44 | OC | Owens Corning | 株式-資本財 | 0.54% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.53% | — | — | |
| 46 | MPT | Medical Properties Trust INC | 株式-不動産 | 0.52% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.32% | EXIT | |
| 48 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.51% | — | — | |
| 49 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.50% | — | — | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.49% | — | — |