CIK: 0001909571
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 | TRV | Travelers Cos Inc/the | 株式-金融 | 4.54% | — | -3.38% | |
| 2 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 4.50% | +0.70% | -8.03% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.27% | -1.39% | +20.89% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.85% | -1.37% | +2.56% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.79% | -1.26% | -8.22% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.66% | -1.15% | +1.92% | |
| 7 | WRB | Wr Berkley CORP | 株式-金融 | 3.52% | +0.60% | -4.57% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.37% | -0.81% | -12.75% | |
| 9 | YELP | Yelp INC | 株式-その他 | 2.56% | — | — | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.45% | -0.60% | -6.46% | |
| 11 | CPNG | Coupang INC | 株式-一般消費財 | 2.38% | — | -1.60% | |
| 12 | FNV | Franco-nevada CORP | 株式-素材 | 2.37% | +1.56% | -19.74% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.33% | -1.47% | +1022.37% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.27% | -0.69% | -2.90% | |
| 15 | HSY | Hershey Co/the | 株式-生活必需品 | 2.23% | -0.59% | +23.21% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.91% | — | +4.19% | |
| 17 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 1.89% | +1.60% | -1.56% | |
| 18 | UBER | Uber Technologies INC | 株式-資本財 | 1.87% | -0.45% | — | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.87% | -0.37% | +42.64% | |
| 20 | MNST | Monster Beverage CORP | 株式-生活必需品 | 1.78% | — | +6.33% | |
| 21 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.73% | — | -1.86% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 1.67% | — | +22.67% | |
| 23 | ROIV | Roivant Sciences Ltd. | 株式-ヘルスケア | 1.66% | -0.53% | -0.82% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.65% | — | +2.60% | |
| 25 | KBWP | Invesco Kbw Property & Casua | ETF-その他 | 1.65% | — | +27.77% | |
| 26 | ROP | Roper Technologies INC | 株式-IT | 1.64% | — | +4.25% | |
| 27 | URA | Global X Uranium ETF | ETF-その他 | 1.64% | — | +16.49% | |
| 28 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.64% | — | +46.40% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 1.61% | -0.31% | -5.48% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 1.53% | — | -56.46% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.49% | -2.12% | +22.58% | |
| 32 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.49% | — | — | |
| 33 | VRSN | Verisign INC | 株式-IT | 1.47% | — | -6.13% | |
| 34 | DE | Deere & Co | 株式-資本財 | 1.37% | — | -22.86% | |
| 35 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.36% | — | -2.39% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.34% | — | -4.36% | |
| 37 | EQT | Eqt CORP | 株式-エネルギー | 1.34% | — | -28.33% | |
| 38 | CME | Cme Group INC | 株式-金融 | 1.33% | -0.29% | -5.07% | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.26% | — | +1.97% | |
| 40 | CHE | Chemed CORP | 株式-ヘルスケア | 1.25% | — | +5.32% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 1.25% | -1.35% | EXIT | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.13% | -0.34% | -18.72% | |
| 43 | ASML | ASML Holding N.V. | 株式-IT | 1.08% | — | +147.88% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | -0.32% | +0.79% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | — | -8.67% | |
| 46 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.92% | -0.51% | +17.93% | |
| 47 | MKTX | Marketaxess Holdings INC | 株式-金融 | 0.90% | — | — | |
| 48 | ADI | Analog Devices INC | 株式-IT | 0.82% | — | -21.33% | |
| 49 | CLX | Clorox Company | 株式-生活必需品 | 0.74% | — | +5.32% | |
| 50 | EZBC | Franklin Bitcoin ETF | ETF-暗号資産 | 0.69% | -0.25% | +27.11% |