CIK: 0001861752
申告総資産額
$2.0億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 15.82% | -0.78% | — | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 15.39% | +0.83% | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 10.46% | +0.45% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 5.79% | -0.11% | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.55% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.18% | -1.17% | — | |
| 7 | VFH | Vanguard Financials ETF | ETF-その他 | 3.61% | -0.20% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.42% | -0.10% | — | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.51% | -0.12% | — | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.44% | +0.18% | — | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | +0.25% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.38% | -0.11% | — | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.24% | +0.28% | — | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.17% | +0.26% | — | |
| 15 | ADBE | Adobe INC | 株式-IT | 1.17% | -0.11% | — | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 1.00% | -0.10% | EXIT | |
| 17 | SHOP | Shopify INC - Class A | 株式-IT | 0.97% | — | — | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.95% | -0.05% | — | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | — | — | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 0.92% | -0.13% | — | |
| 21 | UL | Unilever PLC | 株式-生活必需品 | 0.83% | — | — | |
| 22 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.75% | — | — | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | — | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.71% | -0.05% | — | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | — | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.67% | -0.13% | — | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | — | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.65% | +0.10% | — | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | — | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | +0.18% | — | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.28% | — | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.61% | -0.18% | — | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.56% | — | — | |
| 35 | INTC | Intel CORP | 株式-IT | 0.55% | +0.06% | — | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | — | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.52% | — | — | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.07% | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | — | — | |
| 42 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.43% | -0.10% | EXIT | |
| 43 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.43% | +0.10% | — | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.30% | — | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.41% | — | — | |
| 46 | GIS | General Mills INC | 株式-生活必需品 | 0.39% | — | — | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.39% | -0.04% | — | |
| 48 | PLUG | Plug Power INC | 株式-資本財 | 0.37% | — | — | |
| 49 | SWKS | Skyworks Solutions INC | 株式-IT | 0.36% | — | — | |
| 50 | BCPC | Balchem CORP | 株式-素材 | 0.33% | — | — |