CIK: 0001841173
申告総資産額
$1.6億
| # | 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 | AVGO | Broadcom INC | 株式-IT | 5.65% | -0.30% | -1.57% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.45% | -0.25% | +0.26% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.30% | -0.12% | -0.28% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.25% | -0.27% | +0.06% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 5.19% | +0.17% | -4.00% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.05% | -0.08% | +3.33% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.94% | -0.21% | +0.30% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.92% | -0.17% | -0.23% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.38% | -0.17% | +1.37% | |
| 10 | CAT | Caterpillar INC | 株式-資本財 | 3.86% | +0.43% | +0.18% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 3.48% | -0.06% | +0.58% | |
| 12 | INTC | Intel CORP | 株式-IT | 3.39% | +0.26% | +3.25% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.35% | -0.02% | +3.14% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 3.30% | -0.06% | +0.82% | |
| 15 | WM | Waste Management INC | 株式-資本財 | 3.22% | +0.16% | +3.27% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 3.06% | +0.25% | +4.82% | |
| 17 | AFL | Aflac INC | 株式-金融 | 2.93% | +0.16% | +5.76% | |
| 18 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.88% | +0.07% | +0.98% | |
| 19 | CRM | Salesforce INC | 株式-IT | 2.68% | -0.28% | +4.12% | |
| 20 | RMD | Resmed INC | 株式-ヘルスケア | 2.66% | — | +0.43% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.57% | +0.12% | +3.94% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.41% | +0.09% | +1.12% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.06% | +0.19% | +3.04% | |
| 24 | CHE | Chemed CORP | 株式-ヘルスケア | 1.91% | -0.09% | +4.99% | |
| 25 | AWK | American Water Works Co INC | 株式-公益事業 | 1.76% | +0.14% | +0.56% | |
| 26 | AMT | American Tower CORP | 株式-不動産 | 1.62% | +0.04% | +1.71% | |
| 27 | APD | Air Products & Chemicals INC | 株式-素材 | 1.48% | +0.08% | +1.00% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.23% | -0.02% | +0.92% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.67% | -0.20% | -3.23% | |
| 30 | SPGI | S&p Global INC | 株式-金融 | 0.49% | -0.12% | +0.12% | |
| 31 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.47% | -0.05% | -8.09% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.45% | +0.01% | +2.79% | |
| 33 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.39% | +0.04% | -5.46% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.29% | — | -0.94% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | -0.05% | -2.40% | |
| 36 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.24% | +0.01% | -2.63% | |
| 37 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.23% | +0.02% | -0.55% | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.15% | — | -7.90% | |
| 39 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.14% | +0.01% | +0.27% | |
| 40 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.13% | — | +1.70% | |
| 41 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.13% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +2.1% | -1.57% | 減少 |
| 2 | NVDA | Nvidia CORP | +1.6% | -0.28% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.3% | +0.26% | 減少 |
| 4 | TSLA | Tesla INC | +1.1% | +0.82% | 増加 |
| 5 | CAT | Caterpillar INC | +0.7% | +0.18% | 増加 |
| 6 | INTC | Intel CORP | +0.7% | +3.25% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.6% | +0.06% | 減少 |
| 8 | CRWD | Crowdstrike Holdings INC - A | +0.3% | +0.98% | 減少 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +0.30% | 減少 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -0.23% | 減少 |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +0.92% | 増加 |
| 12 | XSD | Ss Spdr S&p Semiconductor | +0.1% | -2.63% | 増加 |
| 13 | VGT | Vanguard Info Tech ETF | 0% | -0.94% | 増加 |
| 14 | RMD | Resmed INC | 0% | +0.43% | 減少 |
| 15 | XAR | Ss Spdr S&p Aerospace Def | 0% | -0.55% | 減少 |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +2.79% | 増加 |
| 17 | AAPL | Apple INC | — | +3.33% | 増加 |
| 18 | MGK | Vanguard Mega Cap Growth ETF | — | -7.90% | 減少 |
| 19 | CAH | Cardinal Health INC | 0% | +0.27% | 増加 |
| 20 | KIE | Ss Spdr S&p Insurance ETF | 0% | +1.70% | 増加 |
| 21 | JNJ | Johnson & Johnson | 0% | -2.40% | 減少 |
| 22 | DGX | Quest Diagnostics INC | -0.1% | -5.46% | 減少 |
| 23 | SCHW | Schwab (charles) CORP | -0.1% | -8.09% | 減少 |
| 24 | SPGI | S&p Global INC | -0.1% | +0.12% | 減少 |
| 25 | NFLX | Netflix INC | -0.2% | -4.00% | 減少 |
| 26 | ABBV | Abbvie INC | -0.2% | +3.14% | 増加 |
| 27 | MA | Mastercard INC - A | -0.2% | -3.23% | 減少 |
| 28 | AMZN | Amazon.com INC | -0.2% | +1.37% | 減少 |
| 29 | AFL | Aflac INC | -0.4% | +5.76% | 増加 |
| 30 | APD | Air Products & Chemicals INC | -0.4% | +1.00% | 増加 |
| 31 | COST | Costco Wholesale CORP | -0.4% | +3.04% | 増加 |
| 32 | MCD | Mcdonald's CORP | -0.5% | +3.94% | 増加 |
| 33 | AWK | American Water Works Co INC | -0.5% | +0.56% | 減少 |
| 34 | AMT | American Tower CORP | -0.6% | +1.71% | 減少 |
| 35 | CVX | Chevron CORP | -0.7% | +4.82% | 増加 |
| 36 | WM | Waste Management INC | -0.8% | +3.27% | 増加 |
| 37 | PG | Procter & Gamble Co/the | -0.8% | +1.12% | 減少 |
| 38 | CRM | Salesforce INC | -0.8% | +4.12% | 増加 |
| 39 | V | Visa Inc-class A Shares | -0.9% | +0.58% | 減少 |
| 40 | CHE | Chemed CORP | -1.1% | +4.99% | 増加 |
| 41 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 42 | PLTR | Palantir Technologies Inc-a | — | NEW | 新規購入 |