CIK: 0001835669
申告総資産額
$1.5億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 11.73% | -0.53% | +3.67% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.92% | -0.24% | -1.68% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.89% | +0.07% | +16.30% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.31% | -0.21% | -1.97% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.89% | — | +5.01% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.50% | -0.62% | -2.84% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.61% | -0.06% | +1.76% | |
| 8 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 2.09% | -0.20% | +30.15% | |
| 9 | ZHOG | F/m Opportunistic INC | ETF-その他 | 2.04% | — | +5.09% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.02% | -0.15% | -1.21% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.93% | -0.14% | +2.69% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.90% | -0.22% | -9.64% | |
| 13 | ZTEN | F/m 10-year Inv G CORP B ETF | ETF-その他 | 1.73% | +0.18% | +16.17% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.64% | — | +4.54% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.39% | -0.12% | -37.81% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.38% | -0.11% | -2.24% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.37% | +0.14% | +2.62% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.08% | — | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.23% | -0.01% | -0.18% | |
| 20 | ZTWO | F/m 2-year Inv G CORP B ETF | ETF-その他 | 1.17% | +0.14% | +9.79% | |
| 21 | ZTRE | F/m 3-year Inv Gr CORP B ETF | ETF-その他 | 1.16% | — | +9.81% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | -1.42% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | -0.11% | +0.32% | |
| 24 | KLAC | Kla CORP | 株式-IT | 1.03% | +0.24% | +0.92% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.01% | — | — | |
| 26 | APH | Amphenol Corp-cl A | 株式-IT | 0.99% | -0.06% | -0.08% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | -4.34% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.90% | -0.85% | EXIT | |
| 29 | AMAT | Applied Materials INC | 株式-IT | 0.87% | +0.34% | +1.51% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.86% | -0.07% | +1.57% | |
| 31 | ASML | ASML Holding N.V. | 株式-IT | 0.83% | +0.24% | +2.90% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | — | -14.64% | |
| 33 | UTEN | F/m US Treasury 10 Year Note | ETF-政府公債 | 0.82% | — | +8.87% | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 0.82% | — | — | |
| 35 | KR | Kroger Co | 株式-生活必需品 | 0.73% | +0.14% | — | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.72% | -0.11% | +0.37% | |
| 37 | ADI | Analog Devices INC | 株式-IT | 0.72% | +0.17% | +1.44% | |
| 38 | CDNS | Cadence Design Sys INC | 株式-IT | 0.72% | — | +1.63% | |
| 39 | GE | General Electric | 株式-資本財 | 0.70% | — | +0.06% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.70% | -0.05% | — | |
| 41 | INTU | Intuit INC | 株式-IT | 0.69% | -0.26% | -1.75% | |
| 42 | AZO | Autozone INC | 株式-一般消費財 | 0.69% | — | -1.23% | |
| 43 | SNPS | Synopsys INC | 株式-IT | 0.68% | — | — | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.67% | — | +0.85% | |
| 45 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.65% | — | — | |
| 46 | ADSK | Autodesk INC | 株式-IT | 0.65% | -0.13% | +2.00% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | — | +0.25% | |
| 48 | UFIV | F/m US Treasury 5 Year Note | ETF-政府公債 | 0.65% | — | +8.09% | |
| 49 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.63% | — | +3.04% | |
| 50 | CTAS | Cintas CORP | 株式-資本財 | 0.63% | -0.06% | -0.63% |