CIK: 0001995383
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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 25.50% | -3.19% | +31.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 25.14% | -5.15% | +11.88% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.99% | -3.11% | +90.68% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.68% | -1.98% | +66.01% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.51% | -1.07% | +20.74% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.01% | -3.01% | EXIT | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 2.63% | -2.21% | -51.54% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.34% | -1.66% | +7.61% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.30% | -1.96% | +282.75% | |
| 10 | CB | Chubb Limited | 株式-金融 | 2.27% | -0.69% | +30.16% | |
| 11 | ✓ | 株式-その他 | 1.97% | -1.97% | EXIT | ||
| 12 | NFLX | Netflix INC | 株式-通信サービス | 1.96% | — | +1208.33% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.78% | -1.78% | EXIT | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.78% | -1.57% | +260.65% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.19% | -1.19% | EXIT | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.15% | -0.49% | — | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | +2.03% | |
| 18 | DAL | Delta Air Lines INC | 株式-資本財 | 0.97% | -0.97% | EXIT | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +1.46% | — | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | -0.86% | EXIT | |
| 21 | TMUS | T-mobile US INC | 株式-通信サービス | 0.85% | -0.85% | EXIT | |
| 22 | ORCL | Oracle CORP | 株式-IT | 0.80% | -0.80% | EXIT | |
| 23 | ✓ | Ishares Tr | 株式-その他 | 0.80% | -0.80% | EXIT | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.77% | — | — | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.70% | -0.70% | EXIT | |
| 26 | DUK | Duke Energy CORP | 株式-公益事業 | 0.68% | +0.46% | — | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.60% | -0.60% | EXIT | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.58% | -0.58% | EXIT | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.52% | -0.52% | EXIT | |
| 30 | D | Dominion Energy INC | 株式-公益事業 | 0.48% | — | — | |
| 31 | ✓ | 株式-その他 | 0.48% | -0.48% | EXIT | ||
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.46% | -0.46% | EXIT | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.40% | -0.40% | EXIT | |
| 34 | DELL | Dell Technologies Inc. | 株式-IT | 0.39% | -0.39% | EXIT | |
| 35 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.38% | -0.38% | EXIT | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.37% | -0.37% | EXIT | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | — | -3.72% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.25% | -0.25% | EXIT | |
| 39 | FSLR | First Solar INC | 株式-IT | 0.25% | -0.25% | EXIT | |
| 40 | GD | General Dynamics CORP | 株式-資本財 | 0.24% | -0.24% | EXIT | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.24% | — | -72.21% | |
| 42 | PNC | Pnc Financial Services Group | 株式-金融 | 0.22% | — | -91.27% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.21% | — | — | |
| 44 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.21% | — | — | |
| 45 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.20% | — | +5.28% | |
| 46 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.20% | — | — | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.19% | +0.41% | — | |
| 48 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.15% | — | -24.87% |