CIK: 0002037578
申告総資産額
$3.2億
| # | 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 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 23.74% | -14.62% | — | |
| 2 | TSLA | Tesla INC | 株式-一般消費財 | 13.82% | +5.76% | +3.17% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 12.26% | -1.20% | -40.09% | |
| 4 | ORCL | Oracle CORP | 株式-IT | 7.85% | -0.47% | -23.22% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 7.16% | +0.11% | -11.12% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 6.76% | +0.11% | -1.36% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 6.64% | +0.05% | -29.43% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.60% | +1.42% | +11.09% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.13% | -0.64% | -12.21% | |
| 10 | HIPS | Graniteshares Hips US High I | ETF-その他 | 2.32% | -3.64% | EXIT | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.22% | +0.19% | +0.37% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.28% | +12.33% | -35.85% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.04% | -0.34% | -81.65% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.67% | +0.45% | -28.07% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | -0.06% | -1.18% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | +1.47% | — | |
| 17 | GE | General Electric | 株式-資本財 | 0.19% | -0.02% | — | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.19% | — | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.16% | +0.05% | — | |
| 20 | GEV | GE Vernova INC | 株式-資本財 | 0.10% | +0.02% | — | |
| 21 | ECL | Ecolab INC | 株式-素材 | 0.09% | -0.08% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +3.3% | +3.17% | 増加 |
| 2 | HIPS | Graniteshares Hips US High I | +2.2% | — | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.6% | -40.09% | 増加 |
| 4 | AVGO | Broadcom INC | +1.2% | -1.36% | 増加 |
| 5 | GE | General Electric | 0% | — | 変化なし |
| 6 | ECL | Ecolab INC | -0.1% | -50.14% | 変化なし |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | 変化なし |
| 8 | CVX | Chevron CORP | -0.1% | — | 変化なし |
| 9 | XOM | Exxon Mobil CORP | -0.1% | — | 変化なし |
| 10 | ORCL | Oracle CORP | -0.2% | -23.22% | 減少 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -1.18% | 減少 |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.6% | +0.37% | 増加 |
| 13 | QQQM | Invesco Nasdaq 100 ETF | -0.8% | -28.07% | 減少 |
| 14 | NVDA | Nvidia CORP | -1.8% | -29.43% | 減少 |
| 15 | AMZN | Amazon.com INC | -2% | +11.09% | 増加 |
| 16 | META | Meta Platforms Inc-class A | -2.4% | -12.21% | 減少 |
| 17 | MSFT | Microsoft CORP | -2.5% | -11.12% | 減少 |
| 18 | AAPL | Apple INC | -9.7% | -81.65% | 減少 |
| 19 | TLH | Ishares 10-20 Year Treasury | — | NEW | 新規購入 |
| 20 | V | Visa Inc-class A Shares | — | EXIT | 全売却 |
| 21 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | 新規購入 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | 全売却 |
| 24 | LLY | Eli Lilly & Co | — | EXIT | 全売却 |
| 25 | LIN | Linde plc | — | EXIT | 全売却 |
| 26 | GEV | GE Vernova INC | — | NEW | 新規購入 |
| 27 | BAC | Bank Of America CORP | — | EXIT | 全売却 |