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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 15.21% | +0.83% | +5.46% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.53% | -0.78% | +6.33% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.85% | +0.45% | +7.03% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.64% | -0.11% | +0.03% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.19% | -1.17% | +3.14% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.42% | — | +4.51% | |
| 7 | VFH | Vanguard Financials ETF | ETF-その他 | 3.82% | -0.20% | +5.99% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.11% | -0.11% | +6.52% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.02% | -0.12% | +9.21% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.93% | -0.10% | +4.37% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.73% | +0.18% | +2.44% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | +0.25% | +4.78% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.28% | +0.28% | +3.72% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.24% | +0.26% | +3.45% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.11% | +0.28% | +4.11% | |
| 16 | ADBE | Adobe INC | 株式-IT | 1.08% | -0.11% | +3.78% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | +2.34% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | +0.30% | +4.18% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | +4.63% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | +0.18% | +5.09% | |
| 21 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.79% | — | +3.27% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.77% | -0.05% | +6.08% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.73% | -0.18% | +0.27% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | +2.04% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.68% | -0.12% | +9.49% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | +4.50% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 0.64% | -0.13% | +3.33% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.63% | +0.10% | +4.84% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.63% | -0.13% | +5.87% | |
| 30 | UL | Unilever PLC | 株式-生活必需品 | 0.62% | — | +3.79% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | +4.40% | |
| 32 | MSTR | Strategy INC | 株式-IT | 0.61% | -0.09% | +0.36% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.54% | +0.10% | +4.85% | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 0.54% | — | +30.79% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +0.62% | |
| 36 | ✓ | Amarin Corp PLC | 株式-その他 | 0.53% | — | +103.42% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.53% | — | +3.71% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | — | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | +0.97% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | -0.05% | +10.16% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | +0.74% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.44% | — | +5.11% | |
| 43 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.44% | -0.28% | -0.59% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.43% | — | +5.75% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.40% | -0.04% | -0.64% | |
| 46 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.36% | -0.10% | EXIT | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.34% | — | +3.23% | |
| 48 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.32% | — | +13.40% | |
| 49 | BCPC | Balchem CORP | 株式-素材 | 0.31% | — | — | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.31% | — | — |