CIK: 0001730945
申告総資産額
$3.7億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.31% | -0.17% | -2.05% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.94% | +0.06% | +4.84% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.59% | +0.08% | +10.95% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.16% | -0.07% | +9.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.13% | +0.37% | +13.53% | |
| 6 | MELI | Mercadolibre INC | 株式-一般消費財 | 3.33% | — | +1.94% | |
| 7 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.80% | — | +15.91% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.72% | — | +2203.07% | |
| 9 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 2.49% | — | +7.44% | |
| 10 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 2.18% | -0.10% | +3.84% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.11% | — | +28.80% | |
| 12 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 2.10% | — | +1132.71% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.06% | -0.03% | +1.32% | |
| 14 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.85% | -0.24% | -19.54% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.52% | +0.16% | +0.74% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.49% | +0.51% | +4.47% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.49% | — | +37.70% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.34% | — | -0.37% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | -1.29% | EXIT | |
| 20 | AA | Alcoa CORP | 株式-素材 | 1.28% | — | -23.84% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.21% | — | -13.35% | |
| 22 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 1.16% | — | -30.61% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.15% | — | -17.85% | |
| 24 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 1.15% | — | -39.74% | |
| 25 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.12% | — | +93.69% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.12% | — | -18.33% | |
| 27 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.08% | -0.13% | -0.10% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | +9.66% | |
| 29 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.06% | — | -25.98% | |
| 30 | GD | General Dynamics CORP | 株式-資本財 | 1.03% | — | +127.73% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 1.03% | +0.02% | +110.99% | |
| 32 | GE | General Electric | 株式-資本財 | 0.94% | — | -0.81% | |
| 33 | GS | Goldman Sachs Group INC | 株式-金融 | 0.93% | +0.03% | +38.97% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.93% | — | -4.39% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | — | -4.22% | |
| 36 | WIW | Western Asst Infl-lnk Opp | 株式-その他 | 0.84% | — | -44.09% | |
| 37 | CSX | Csx CORP | 株式-資本財 | 0.83% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | — | +0.81% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | — | +21.98% | |
| 40 | CNH | CNH Industrial N.V. | 株式-資本財 | 0.69% | — | +3.50% | |
| 41 | EMBJ | Embraer Sa-spon Adr | 株式-資本財 | 0.67% | — | +14.91% | |
| 42 | CLH | Clean Harbors INC | 株式-資本財 | 0.64% | — | -1.51% | |
| 43 | SE | Sea Ltd-adr | 株式-通信サービス | 0.63% | — | +410.84% | |
| 44 | SHOP | Shopify INC - Class A | 株式-IT | 0.62% | — | +617.65% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | — | |
| 46 | INTC | Intel CORP | 株式-IT | 0.56% | +0.08% | +10.24% | |
| 47 | DSU | Blackrock Debt Strategies | 株式-その他 | 0.54% | — | -56.45% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.53% | — | +41.91% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | -11.14% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.51% | — | — |