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 | 14.28% | -0.78% | +0.29% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 14.14% | +0.83% | +2.07% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.61% | +0.45% | +2.94% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.17% | -0.11% | -4.95% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.08% | -1.17% | +0.56% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 4.41% | -0.12% | +4.06% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.78% | — | +0.31% | |
| 8 | VFH | Vanguard Financials ETF | ETF-その他 | 3.73% | -0.20% | -0.33% | |
| 9 | MSTR | Strategy INC | 株式-IT | 2.19% | -0.09% | +900.00% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.00% | -0.11% | +2.12% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | -0.10% | -9.59% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.73% | +0.18% | +2.37% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.40% | +0.28% | +0.64% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.27% | +0.26% | +0.67% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.09% | -0.12% | +943.93% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.02% | — | +0.44% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | +0.25% | +1.50% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | +0.18% | +1.01% | |
| 19 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 0.91% | -0.32% | — | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.86% | -0.18% | +0.38% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.07% | +3.19% | |
| 22 | ADBE | Adobe INC | 株式-IT | 0.80% | -0.11% | +1.28% | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 0.75% | +0.10% | -0.89% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.74% | — | +0.83% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.30% | -3.71% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 0.71% | -0.13% | +1.38% | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 0.70% | — | +5.50% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.28% | +0.01% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.70% | -0.05% | +2.61% | |
| 30 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.69% | -0.28% | +0.93% | |
| 31 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.63% | — | +0.56% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.62% | -0.13% | +1.91% | |
| 33 | UL | Unilever PLC | 株式-生活必需品 | 0.59% | — | +0.46% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -0.07% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | +1.26% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | — | +0.67% | |
| 37 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.47% | — | +0.82% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | — | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | -0.05% | +2.34% | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.45% | +0.10% | +2.24% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.43% | — | +0.68% | |
| 42 | GIS | General Mills INC | 株式-生活必需品 | 0.37% | — | +0.88% | |
| 43 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.36% | -0.10% | EXIT | |
| 44 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.33% | — | +4.62% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | — | +0.16% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.32% | -0.04% | — | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.29% | — | +0.45% | |
| 48 | ✓ | Amarin Corp PLC | 株式-その他 | 0.29% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | — | -33.61% | |
| 50 | CARR | Carrier Global CORP | 株式-資本財 | 0.28% | — | — |