CIK: 0001890435
申告総資産額
$2.8億
| # | 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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 11.96% | +0.29% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 11.92% | -1.75% | — | |
| 3 | AAPL | Apple INC | 株式-IT | 6.83% | +0.78% | — | |
| 4 | PLD | Prologis INC | 株式-不動産 | 4.01% | +0.62% | — | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.95% | +0.16% | — | |
| 6 | ADBE | Adobe INC | 株式-IT | 3.85% | -3.85% | EXIT | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.84% | -0.21% | — | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 3.83% | -0.16% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.56% | +0.02% | — | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.54% | +0.06% | — | |
| 11 | INTU | Intuit INC | 株式-IT | 3.39% | -3.39% | EXIT | |
| 12 | CRM | Salesforce INC | 株式-IT | 3.23% | -3.23% | EXIT | |
| 13 | ACN | Accenture plc | 株式-IT | 2.76% | -2.76% | EXIT | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 2.72% | +1.53% | — | |
| 15 | ROK | Rockwell Automation INC | 株式-資本財 | 2.65% | +0.08% | — | |
| 16 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.51% | -0.14% | — | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.42% | -2.42% | EXIT | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.40% | +0.29% | — | |
| 19 | ADSK | Autodesk INC | 株式-IT | 2.30% | -0.23% | — | |
| 20 | KEYS | Keysight Technologies In | 株式-IT | 2.00% | +1.10% | — | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.93% | +0.41% | — | |
| 22 | NOW | Servicenow INC | 株式-IT | 1.81% | +0.57% | +651.10% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 1.78% | +0.44% | — | |
| 24 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.57% | +0.16% | — | |
| 25 | APTV | Aptiv PLC | 株式-一般消費財 | 1.55% | -1.55% | EXIT | |
| 26 | DE | Deere & Co | 株式-資本財 | 1.50% | +0.52% | — | |
| 27 | ECL | Ecolab INC | 株式-素材 | 1.17% | +0.15% | — | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 1.14% | +1.59% | — | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.83% | +1.80% | — | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.67% | -0.06% | — | |
| 31 | FTNT | Fortinet INC | 株式-IT | 0.63% | +0.28% | — | |
| 32 | PTC | Ptc INC | 株式-IT | 0.41% | -0.03% | — | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.32% | -0.32% | EXIT | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.32% | +1.12% | +348.22% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.31% | +1.20% | +438.05% | |
| 36 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.23% | +0.24% | — | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | -0.01% | — |