CIK: 0001730469
申告総資産額
$2.2億
| # | 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 | 25.59% | +1.05% | +0.15% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 9.35% | — | +0.80% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.70% | +1.09% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.98% | +0.86% | — | |
| 5 | RRC | Range Resources CORP | 株式-エネルギー | 6.66% | — | -31.92% | |
| 6 | CP | Canadian Pacific Kansas City | 株式-資本財 | 6.22% | +1.48% | +0.16% | |
| 7 | GRNT | Granite Ridge Resources INC | 株式-その他 | 5.41% | +2.24% | — | |
| 8 | AR | Antero Resources CORP | 株式-エネルギー | 5.20% | — | — | |
| 9 | AAPL | Apple INC | 株式-IT | 4.64% | +0.42% | +0.13% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.74% | — | +0.62% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.00% | +0.19% | — | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 2.91% | — | +73.37% | |
| 13 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.82% | -0.17% | — | |
| 14 | ADP | Automatic Data Processing | 株式-IT | 1.98% | — | +0.52% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.66% | — | +0.55% | |
| 16 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 1.58% | — | +0.77% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 1.44% | — | +0.92% | |
| 18 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.96% | — | — | |
| 19 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 0.58% | — | +1.27% | |
| 20 | MFG | Mizuho Financial Group-adr | 株式-金融 | 0.53% | — | +1.44% | |
| 21 | SMFG | Sumitomo Mitsui-spons Adr | 株式-金融 | 0.53% | — | +1.51% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.52% | +8.58% | +0.20% |