CIK: 0001835549
申告総資産額
$8858.8万
| # | 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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 16.16% | — | +1.47% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.10% | — | +33.82% | |
| 3 | APTV | Aptiv PLC | 株式-一般消費財 | 6.57% | — | +0.57% | |
| 4 | GM | General Motors Co | 株式-一般消費財 | 6.47% | — | +8.16% | |
| 5 | XYZ | Block INC | 株式-金融 | 5.79% | — | -42.47% | |
| 6 | DE | Deere & Co | 株式-資本財 | 5.50% | — | -25.82% | |
| 7 | BG | Bunge Global SA | 株式-生活必需品 | 4.96% | — | — | |
| 8 | NXPI | NXP Semiconductors N.V. | 株式-IT | 4.96% | — | -39.57% | |
| 9 | DOCU | Docusign INC | 株式-IT | 4.79% | — | — | |
| 10 | DXCM | Dexcom INC | 株式-ヘルスケア | 4.21% | — | +11.19% | |
| 11 | NEE | Nextera Energy INC | 株式-公益事業 | 3.93% | — | +3.32% | |
| 12 | SHOP | Shopify INC - Class A | 株式-IT | 3.80% | — | — | |
| 13 | PEN | Penumbra INC | 株式-ヘルスケア | 1.99% | — | — | |
| 14 | MQ | Marqeta Inc-a | 株式-その他 | 1.99% | — | — | |
| 15 | AAPL | Apple INC | 株式-IT | 1.89% | — | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | — | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | — | — | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.44% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | — | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.33% | — | — | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 0.30% | — | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | — | — | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | — | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.28% | — | — | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | — | — | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.27% | — | — | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.24% | — | — | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.23% | — | — | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.20% | — | — | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.20% | — | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.20% | -70.15% | EXIT | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.20% | — | — | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.20% | — | — | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | — | — | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.18% | — | — | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | — | |
| 43 | T | At&t INC | 株式-通信サービス | 0.18% | — | — | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | — | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.18% | — | — | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | — | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.17% | — | — | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.17% | — | — | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.17% | — | — | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.17% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +33.82% | 増加 |
| 2 | DXCM | Dexcom INC | 0% | +11.19% | 増加 |
| 3 | SHOP | Shopify INC - Class A | 0% | — | 変化なし |
| 4 | APTV | Aptiv PLC | -1.1% | +0.57% | 増加 |
| 5 | GM | General Motors Co | -1.3% | +8.16% | 増加 |
| 6 | XOM | Exxon Mobil CORP | -2.7% | +1.47% | 増加 |
| 7 | DE | Deere & Co | -5% | -25.82% | 減少 |
| 8 | NXPI | NXP Semiconductors N.V. | -5.8% | -39.57% | 減少 |
| 9 | XYZ | Block INC | -6.7% | -42.47% | 減少 |
| 10 | DOCU | Docusign INC | — | NEW | 新規購入 |
| 11 | ZEN1EUR | Zendesk INC | — | EXIT | 全売却 |
| 12 | MQ | Marqeta Inc-a | — | NEW | 新規購入 |
| 13 | AAPL | Apple INC | — | NEW | 新規購入 |
| 14 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 15 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 16 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 17 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 19 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 20 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 22 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 23 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 24 | UNH | Unitedhealth Group INC | — | NEW | 新規購入 |
| 25 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 26 | HD | Home Depot INC | — | NEW | 新規購入 |
| 27 | PG | Procter & Gamble Co/the | — | NEW | 新規購入 |
| 28 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 29 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 30 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 31 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 32 | CMCSA | Comcast Corp-class A | — | NEW | 新規購入 |
| 33 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 34 | VZ | Verizon Communications INC | — | NEW | 新規購入 |
| 35 | INTC | Intel CORP | — | NEW | 新規購入 |
| 36 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 37 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 38 | PFE | Pfizer INC | — | NEW | 新規購入 |
| 39 | KO | Coca-cola Co/the | — | NEW | 新規購入 |
| 40 | ABT | Abbott Laboratories | — | NEW | 新規購入 |
| 41 | T | At&t INC | — | NEW | 新規購入 |
| 42 | PEP | Pepsico INC | — | NEW | 新規購入 |
| 43 | CVX | Chevron CORP | — | NEW | 新規購入 |
| 44 | ABBV | Abbvie INC | — | NEW | 新規購入 |
| 45 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 46 | MRK | Merck & Co. INC. | — | NEW | 新規購入 |
| 47 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 48 | WMT | Walmart INC | — | NEW | 新規購入 |
| 49 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 50 | ACN | Accenture plc | — | NEW | 新規購入 |