CIK: 0001775446
申告総資産額
$27.2億
| # | 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 | 6.54% | +0.22% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.01% | -0.50% | — | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.07% | -0.69% | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.35% | -0.19% | — | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.93% | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.73% | — | — | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 1.81% | — | — | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.70% | — | — | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.66% | +0.22% | — | |
| 10 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | 株式-その他 | 1.66% | — | +16.46% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.62% | -0.34% | — | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.56% | -0.42% | EXIT | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.53% | — | — | |
| 14 | BTX | Blackrock Tech & Priv Eqty | 株式-その他 | 1.42% | — | -0.75% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.37% | +0.50% | — | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.32% | — | — | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.22% | -0.43% | EXIT | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | — | — | |
| 20 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.13% | -0.40% | EXIT | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.10% | — | — | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.10% | -0.50% | EXIT | |
| 23 | LIN | Linde plc | 株式-素材 | 1.06% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.04% | — | — | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | — | — | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.97% | — | — | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 0.96% | -0.61% | EXIT | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.92% | — | — | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.91% | +1.87% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | — | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.89% | -0.64% | EXIT | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.88% | — | — | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.88% | +0.47% | — | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.86% | — | — | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.86% | -0.59% | EXIT | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.84% | -0.40% | EXIT | |
| 37 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.79% | — | — | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.76% | — | — | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.75% | -0.58% | EXIT | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.74% | — | — | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.71% | — | — | |
| 42 | SPGI | S&p Global INC | 株式-金融 | 0.71% | — | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.71% | — | — | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.70% | — | — | |
| 45 | TMUS | T-mobile US INC | 株式-通信サービス | 0.69% | +0.51% | — | |
| 46 | CI | THE Cigna Group | 株式-ヘルスケア | 0.69% | — | — | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.67% | — | — | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.63% | — | — | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 0.63% | — | — | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | — |