CIK: 0001965760
申告総資産額
$2.3億
| # | 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 | 8.01% | -0.33% | -0.60% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.03% | -1.56% | +0.36% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.79% | -0.41% | -2.87% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.39% | +0.71% | -0.19% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 3.20% | +1.03% | +0.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.18% | -0.46% | +1.36% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.01% | -0.29% | +0.28% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.49% | +1.03% | -1.27% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.37% | — | -0.91% | |
| 10 | BX | Blackstone INC | 株式-金融 | 2.12% | -0.37% | -2.32% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.06% | — | +0.12% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.04% | +0.13% | +13.17% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.95% | — | +0.10% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | -0.22% | +1.13% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.72% | -0.51% | +7.73% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.62% | -0.21% | -0.16% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.60% | -0.25% | — | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.47% | +0.14% | — | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.41% | -0.22% | +8.94% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.39% | — | -1.22% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.34% | -0.16% | — | |
| 22 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.29% | -0.39% | -0.81% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.26% | +0.12% | -2.37% | |
| 24 | WMB | Williams Cos INC | 株式-エネルギー | 1.14% | +0.25% | +19.46% | |
| 25 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.12% | +0.25% | — | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 1.09% | -0.25% | -0.12% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.05% | — | +5.45% | |
| 28 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.97% | -0.11% | — | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | +0.14% | -0.07% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.95% | -0.31% | +5.80% | |
| 31 | OKE | Oneok INC | 株式-エネルギー | 0.93% | +0.17% | +0.16% | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 0.92% | -0.24% | -7.09% | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.88% | — | -0.32% | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.80% | — | — | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.78% | -0.19% | -5.80% | |
| 36 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.76% | +0.23% | -1.13% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | -1.13% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.72% | -0.13% | -0.26% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | -1.32% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.71% | — | -0.63% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.71% | — | -2.21% | |
| 42 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.65% | — | +183.75% | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.62% | — | -1.26% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | -0.10% | -2.07% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | +0.12% | — | |
| 46 | AUB | Atlantic Union Bankshares Co | 株式-金融 | 0.57% | — | — | |
| 47 | GE | General Electric | 株式-資本財 | 0.57% | — | — | |
| 48 | ARES | Ares Management CORP - A | 株式-金融 | 0.55% | -0.14% | — | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | +0.14% | — | |
| 50 | GD | General Dynamics CORP | 株式-資本財 | 0.50% | — | -1.30% |