CIK: 0001767472
申告総資産額
$1198.4万
| # | 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 | MMM | 3m Co | 株式-資本財 | 13.89% | -7.44% | +13.55% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 12.27% | -1.15% | — | |
| 3 | PM | Philip Morris International | 株式-生活必需品 | 11.06% | -4.18% | +16.42% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 9.82% | -0.95% | +17.95% | |
| 5 | DHR | Danaher CORP | 株式-ヘルスケア | 6.24% | — | — | |
| 6 | BKNG | Booking Holdings INC | 株式-一般消費財 | 5.96% | — | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.60% | +2.24% | +42.08% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 5.30% | +0.90% | -18.91% | |
| 9 | ABX | Barrick Gold CORP | 株式-金融 | 4.37% | +1.22% | -58.23% | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 4.32% | — | +12.15% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.63% | -1.67% | — | |
| 12 | MDT | Medtronic plc | 株式-ヘルスケア | 3.44% | -0.55% | — | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 3.15% | +2.57% | — | |
| 14 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 3.07% | +3.48% | — | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 2.87% | +5.27% | — | |
| 16 | ADBE | Adobe INC | 株式-IT | 2.27% | -0.74% | EXIT | |
| 17 | AAPL | Apple INC | 株式-IT | 1.24% | — | — | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 0.89% | — | -57.69% | |
| 19 | EA | Electronic Arts INC | 株式-通信サービス | 0.36% | — | — | |
| 20 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.23% | — | -89.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | +42.08% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | — | 変化なし |
| 3 | PM | Philip Morris International | +0.6% | +16.42% | 増加 |
| 4 | AMGN | Amgen INC | +0.4% | +12.15% | 増加 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +17.95% | 増加 |
| 6 | MMM | 3m Co | +0.2% | +13.55% | 増加 |
| 7 | MDT | Medtronic plc | +0.2% | — | 変化なし |
| 8 | AAPL | Apple INC | +0.1% | — | 変化なし |
| 9 | EA | Electronic Arts INC | 0% | — | 変化なし |
| 10 | BKNG | Booking Holdings INC | -0.1% | — | 変化なし |
| 11 | PANW | Palo Alto Networks INC | -0.2% | — | 変化なし |
| 12 | DHR | Danaher CORP | -0.3% | — | 変化なし |
| 13 | AMZN | Amazon.com INC | -0.6% | — | 変化なし |
| 14 | IBM | Intl Business Machines CORP | -1.2% | -57.69% | 減少 |
| 15 | BABA | Alibaba Group Holding-sp Adr | -1.7% | -18.91% | 減少 |
| 16 | CL | Colgate-palmolive Co | -2% | -89.04% | 減少 |
| 17 | ABX | Barrick Gold CORP | -5.8% | -58.23% | 減少 |
| 18 | SPOT | Spotify Technology S.A. | — | NEW | 新規購入 |
| 19 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 20 | ADBE | Adobe INC | — | NEW | 新規購入 |