CIK: 0001774207
申告総資産額
$2.5億
| # | 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 | 9.45% | +2.29% | +1.10% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.58% | +0.41% | +2.09% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.52% | -1.01% | +1.14% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.56% | +0.62% | +5.89% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.44% | -0.03% | +19.69% | |
| 6 | BTU | Peabody Energy Corporation | 株式-エネルギー | 3.75% | — | — | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.37% | +1.02% | +3.32% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 3.05% | +0.89% | +12.74% | |
| 9 | MS | Morgan Stanley | 株式-金融 | 3.04% | +0.22% | +5.00% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 2.87% | -0.64% | +3.81% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.85% | -0.71% | — | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 2.58% | +0.03% | -1.90% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.13% | -0.40% | +7.81% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.03% | — | — | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.99% | -0.30% | -2.14% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.94% | — | — | |
| 17 | CCK | Crown Holdings INC | 株式-一般消費財 | 1.63% | -0.38% | -0.07% | |
| 18 | C | Citigroup INC | 株式-金融 | 1.52% | -0.01% | +8.16% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.51% | — | +233.82% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.50% | -0.47% | -3.66% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.49% | -0.09% | — | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.40% | -0.37% | -18.02% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.17% | +0.07% | — | |
| 24 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.12% | +0.10% | — | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 1.02% | -0.18% | +5.71% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.97% | — | — | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | +5.90% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | -0.19% | — | |
| 29 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.94% | — | — | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | — | — | |
| 31 | GS | Goldman Sachs Group INC | 株式-金融 | 0.86% | -0.08% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.75% | -0.02% | — | |
| 33 | CCI | Crown Castle INC | 株式-不動産 | 0.73% | -0.28% | — | |
| 34 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.71% | — | — | |
| 35 | PHM | Pultegroup INC | 株式-一般消費財 | 0.70% | — | -5.15% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | -0.37% | -35.04% | |
| 37 | KBH | Kb Home | 株式-一般消費財 | 0.62% | — | — | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.61% | -0.20% | — | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | — | — | |
| 40 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.57% | — | — | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | +23.80% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | +44.75% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.53% | -0.14% | — | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.49% | +0.05% | +633.33% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.49% | — | — | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.48% | — | — | |
| 47 | BG | Bunge Global SA | 株式-生活必需品 | 0.47% | — | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.47% | — | -69.15% | |
| 49 | CROX | Crocs INC | 株式-一般消費財 | 0.44% | — | +28.57% | |
| 50 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.44% | — | -16.96% |