CIK: 0001771687
申告総資産額
$1.4億
| # | 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 | 5.40% | -3.86% | -3.65% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.16% | +2.05% | -2.40% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.99% | -3.37% | +20.21% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.96% | -1.08% | -15.99% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.90% | -3.03% | +4.33% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.73% | -2.73% | +8.45% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.53% | -1.87% | +9.06% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.47% | +4.76% | -4.03% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.20% | -3.19% | +24.39% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.60% | +2.36% | -4.45% | |
| 11 | AJG | Arthur J Gallagher & Co | 株式-金融 | 2.08% | -1.69% | EXIT | |
| 12 | AMD | Advanced Micro Devices | 株式-IT | 1.78% | -1.83% | +15.61% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.45% | -1.27% | EXIT | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 1.42% | -0.93% | +110.42% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.36% | +1.54% | +10.64% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.34% | +0.54% | -19.85% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.30% | -0.18% | +17.63% | |
| 18 | DE | Deere & Co | 株式-資本財 | 1.26% | -0.65% | +48.86% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.24% | +3.46% | +17.45% | |
| 20 | GS | Goldman Sachs Group INC | 株式-金融 | 1.11% | -0.72% | +0.38% | |
| 21 | ASML | ASML Holding N.V. | 株式-IT | 1.08% | -0.76% | -32.61% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.03% | — | -9.61% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.00% | -0.31% | +3.20% | |
| 24 | COIN | Coinbase Global INC -class A | 株式-金融 | 1.00% | -0.34% | EXIT | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | — | -26.51% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.90% | -0.97% | +47.62% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.89% | -0.54% | -39.22% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | -0.69% | -25.65% | |
| 29 | MSTR | Strategy INC | 株式-IT | 0.85% | — | +4428.99% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.76% | — | -3.74% | |
| 31 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.74% | -0.77% | EXIT | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.71% | — | +142.32% | |
| 33 | LRCX | Lam Research CORP | 株式-IT | 0.70% | — | -23.81% | |
| 34 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.66% | — | -8.93% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.64% | +0.22% | -6.61% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.63% | — | -0.20% | |
| 37 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.63% | — | +167.84% | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.63% | -0.95% | EXIT | |
| 39 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.62% | +2.11% | +73.73% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.62% | — | -0.18% | |
| 41 | PGX | Invesco Preferred ETF | ETF-その他 | 0.61% | — | -3.59% | |
| 42 | BITX | 2x Bitcoin Strategy ETF | ETF-暗号資産 | 0.60% | -0.35% | EXIT | |
| 43 | AMAT | Applied Materials INC | 株式-IT | 0.59% | — | +1.94% | |
| 44 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.59% | — | +2574.35% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | +86.34% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | -0.47% | -38.78% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.31% | -24.22% | |
| 48 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.50% | — | +19.31% | |
| 49 | CMI | Cummins INC | 株式-資本財 | 0.50% | — | +5.55% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.50% | -0.06% | -48.33% |