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 | 13.75% | -0.78% | +1.82% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 13.72% | +0.83% | +2.16% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.10% | +0.45% | +2.74% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.11% | -0.11% | +1.86% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.66% | -1.17% | +1.93% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 4.49% | -0.12% | +8.34% | |
| 7 | VFH | Vanguard Financials ETF | ETF-その他 | 4.27% | -0.20% | +2.74% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.68% | — | +0.61% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | -0.10% | +2.53% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.96% | -0.11% | +2.87% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.73% | +0.18% | +0.57% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 1.59% | +0.28% | +1.85% | |
| 13 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.38% | -0.28% | -10.82% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.23% | -0.12% | +3.64% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.09% | +0.18% | +2.78% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.25% | +1.99% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | -0.07% | +2.84% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.01% | +0.26% | +1.79% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.94% | — | +0.93% | |
| 20 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 0.91% | -0.32% | +12.50% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 0.86% | +0.10% | +2.34% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | +0.28% | +2.11% | |
| 23 | MSTR | Strategy INC | 株式-IT | 0.79% | -0.09% | — | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | +0.30% | +2.07% | |
| 25 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.73% | — | +1.61% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.72% | -0.18% | — | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 0.69% | -0.13% | +1.74% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +2.28% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.66% | -0.13% | +2.51% | |
| 30 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.63% | +0.10% | +2.38% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.62% | -0.11% | +1.74% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.61% | -0.08% | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.59% | -0.05% | +2.95% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +0.84% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | +1.00% | |
| 36 | UL | Unilever PLC | 株式-生活必需品 | 0.57% | — | +1.96% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | — | — | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +2.69% | |
| 39 | AMD | Advanced Micro Devices | 株式-IT | 0.51% | — | +8.55% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | -0.05% | +3.84% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.45% | — | +1.98% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.45% | — | +2.46% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.35% | — | -0.67% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.35% | -0.04% | -0.86% | |
| 45 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.33% | -0.06% | +1.92% | |
| 46 | ASML | ASML Holding N.V. | 株式-IT | 0.33% | +0.09% | +2.44% | |
| 47 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.33% | — | +6.62% | |
| 48 | AZO | Autozone INC | 株式-一般消費財 | 0.32% | — | — | |
| 49 | GIS | General Mills INC | 株式-生活必需品 | 0.31% | — | +2.63% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | — | +2.86% |