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 | 11.30% | +2.29% | -0.54% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.89% | -1.01% | -1.58% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.05% | +0.62% | +0.85% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.72% | +0.41% | +1.18% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.31% | -0.03% | +1.12% | |
| 6 | MS | Morgan Stanley | 株式-金融 | 3.99% | +0.22% | +0.47% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.92% | -0.51% | — | |
| 8 | AVGO | Broadcom INC | 株式-IT | 3.75% | +0.89% | +3.98% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.78% | +1.02% | +13.70% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 2.73% | -0.64% | — | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.55% | -0.40% | — | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 2.41% | -0.71% | — | |
| 13 | XLE | Ss Energy Select Sector | ETF-その他 | 2.27% | +0.03% | +10.27% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.93% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.83% | — | +2.66% | |
| 16 | AMT | American Tower CORP | 株式-不動産 | 1.80% | -0.30% | — | |
| 17 | CCK | Crown Holdings INC | 株式-一般消費財 | 1.78% | -0.38% | — | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.74% | -0.09% | +6.62% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | -0.37% | +2.87% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.21% | — | +4.26% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.18% | -0.47% | — | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 1.13% | -0.08% | — | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.07% | +0.07% | +4.67% | |
| 24 | C | Citigroup INC | 株式-金融 | 1.05% | -0.01% | +9.88% | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.95% | — | — | |
| 26 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.91% | +0.10% | — | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.89% | -0.18% | +5.78% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.89% | -0.37% | +32.44% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | -0.19% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.83% | -0.02% | — | |
| 31 | ASML | ASML Holding N.V. | 株式-IT | 0.78% | +0.14% | +36.80% | |
| 32 | CCI | Crown Castle INC | 株式-不動産 | 0.73% | -0.28% | — | |
| 33 | PHM | Pultegroup INC | 株式-一般消費財 | 0.68% | — | +10.10% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | +0.05% | — | |
| 35 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.63% | -0.12% | +25.00% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | -0.14% | — | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.59% | -0.20% | — | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | — | — | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | — | |
| 40 | KBH | Kb Home | 株式-一般消費財 | 0.56% | — | — | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | — | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.50% | — | — | |
| 44 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.50% | — | +13.51% | |
| 45 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.50% | — | — | |
| 46 | BG | Bunge Global SA | 株式-生活必需品 | 0.46% | — | — | |
| 47 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 0.44% | — | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.44% | — | — | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.44% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | +0.07% | — |