CIK: 0001953154
申告総資産額
$3.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 26.08% | +20.20% | +7.80% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 10.89% | -3.19% | -40.52% | |
| 3 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 9.56% | — | +6.50% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.68% | +0.11% | +343.04% | |
| 5 | DHR | Danaher CORP | 株式-ヘルスケア | 8.56% | — | -5.56% | |
| 6 | MKL | Markel Group INC | 株式-金融 | 7.64% | — | +10.93% | |
| 7 | BKNG | Booking Holdings INC | 株式-一般消費財 | 6.24% | -5.43% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.46% | +0.67% | -36.18% | |
| 9 | MELI | Mercadolibre INC | 株式-一般消費財 | 5.45% | +3.32% | NEW | |
| 10 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 4.37% | — | -38.06% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.77% | +11.02% | — | |
| 12 | AAPL | Apple INC | 株式-IT | 1.58% | — | -52.28% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.29% | -3.02% | -46.18% | |
| 14 | GS | Goldman Sachs Group INC | 株式-金融 | 0.42% | — | -39.16% |