CIK: 0001910179
申告総資産額
$2.4億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 60.21% | -2.09% | -0.69% | |
| 2 | PCN | Pimco Corporate & Income Str | 株式-その他 | 3.38% | +0.56% | +2.91% | |
| 3 | ADBE | Adobe INC | 株式-IT | 2.89% | -0.60% | -0.10% | |
| 4 | MCO | Moody's CORP | 株式-金融 | 2.69% | -0.24% | -2.06% | |
| 5 | AXP | American Express Co | 株式-金融 | 2.32% | -0.10% | +0.09% | |
| 6 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 2.31% | +1.17% | -0.82% | |
| 7 | SPGI | S&p Global INC | 株式-金融 | 2.24% | -0.12% | -0.87% | |
| 8 | PGR | Progressive CORP | 株式-金融 | 2.18% | -0.04% | -0.38% | |
| 9 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.00% | +0.21% | -0.45% | |
| 10 | ANETEUR | Arista Networks INC | 株式-その他 | 1.90% | +0.09% | -0.60% | |
| 11 | ADP | Automatic Data Processing | 株式-IT | 1.71% | -0.19% | -1.02% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.48% | +0.21% | -0.29% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.32% | -0.33% | +0.08% | |
| 14 | DHI | Dr Horton INC | 株式-一般消費財 | 1.28% | +0.08% | -0.38% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.16% | +0.20% | -0.51% | |
| 16 | ✓ | 株式-その他 | 0.99% | -0.11% | -0.33% | ||
| 17 | PAYX | Paychex INC | 株式-IT | 0.90% | -0.05% | -0.44% | |
| 18 | KBH | Kb Home | 株式-一般消費財 | 0.80% | +0.03% | +0.69% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | +0.10% | +0.96% | |
| 20 | PYPL | Paypal Holdings INC | 株式-金融 | 0.72% | -0.05% | +0.49% | |
| 21 | TNET | Trinet Group INC | 株式-その他 | 0.70% | -0.14% | -0.25% | |
| 22 | TROW | T Rowe Price Group INC | 株式-金融 | 0.70% | -0.02% | -0.37% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | -0.03% | -0.27% | |
| 24 | BZH | Beazer Homes USA INC | 株式-その他 | 0.68% | +0.06% | -0.36% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | +0.11% | -1.24% | |
| 26 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.57% | +0.02% | -0.15% | |
| 27 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.57% | +0.03% | +0.45% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.51% | +0.12% | +4.16% | |
| 29 | EBAY | Ebay INC | 株式-一般消費財 | 0.49% | +0.11% | -0.79% | |
| 30 | SYY | Sysco CORP | 株式-生活必需品 | 0.43% | +0.04% | -1.28% | |
| 31 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.30% | +0.02% | — | |
| 32 | DSL | Doubleline Income Solutions | 株式-その他 | 0.24% | +0.08% | — | |
| 33 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.14% | +0.03% | — | |
| 34 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.09% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.3% | -0.69% | 減少 |
| 2 | ANETEUR | Arista Networks INC | +0.4% | -0.60% | 減少 |
| 3 | DHI | Dr Horton INC | +0.2% | -0.38% | 減少 |
| 4 | MPC | Marathon Petroleum CORP | +0.1% | -0.82% | 減少 |
| 5 | KBH | Kb Home | +0.1% | +0.69% | 増加 |
| 6 | EBAY | Ebay INC | 0% | -0.79% | 減少 |
| 7 | LOW | Lowe's Cos INC | 0% | -0.45% | 減少 |
| 8 | EEM | Ishares Msci Emerging Market | 0% | +4.16% | 増加 |
| 9 | BBY | Best Buy Co INC | 0% | +0.45% | 増加 |
| 10 | BZH | Beazer Homes USA INC | 0% | -0.36% | 減少 |
| 11 | PDI | Pimco Dynamic Income Fund | 0% | — | 変化なし |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | — | 変化なし |
| 13 | SYY | Sysco CORP | 0% | -1.28% | 減少 |
| 14 | PTY | Pimco Corporate & Income Opp | 0% | — | 変化なし |
| 15 | DSL | Doubleline Income Solutions | 0% | — | 変化なし |
| 16 | TROW | T Rowe Price Group INC | 0% | -0.37% | 減少 |
| 17 | ✓ | 0% | -0.33% | 減少 | |
| 18 | PEP | Pepsico INC | 0% | -1.24% | 減少 |
| 19 | PCN | Pimco Corporate & Income Str | -0.1% | +2.91% | 増加 |
| 20 | QCOM | Qualcomm INC | -0.1% | +0.08% | 増加 |
| 21 | ABT | Abbott Laboratories | -0.1% | -0.27% | 減少 |
| 22 | CSCO | Cisco Systems INC | -0.1% | +0.96% | 増加 |
| 23 | MCD | Mcdonald's CORP | -0.1% | -0.29% | 減少 |
| 24 | AXP | American Express Co | -0.2% | +0.09% | 増加 |
| 25 | CL | Colgate-palmolive Co | -0.2% | -0.15% | 減少 |
| 26 | TNET | Trinet Group INC | -0.2% | -0.25% | 減少 |
| 27 | PYPL | Paypal Holdings INC | -0.2% | +0.49% | 増加 |
| 28 | SBUX | Starbucks CORP | -0.2% | -0.51% | 減少 |
| 29 | PAYX | Paychex INC | -0.3% | -0.44% | 減少 |
| 30 | ADP | Automatic Data Processing | -0.3% | -1.02% | 減少 |
| 31 | PGR | Progressive CORP | -0.4% | -0.38% | 減少 |
| 32 | SPGI | S&p Global INC | -0.5% | -0.87% | 減少 |
| 33 | MCO | Moody's CORP | -0.5% | -2.06% | 減少 |
| 34 | ADBE | Adobe INC | -0.6% | -0.10% | 減少 |
| 35 | CHGG | Chegg INC | — | EXIT | 全売却 |