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 | 13.72% | -0.78% | -0.81% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 12.70% | +0.83% | -0.56% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.28% | +0.45% | -0.14% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 6.14% | -0.12% | -2.14% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.74% | -0.11% | -0.88% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 5.09% | -1.17% | -1.12% | |
| 7 | VFH | Vanguard Financials ETF | ETF-その他 | 3.95% | -0.20% | -0.24% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.53% | — | -2.04% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.23% | -0.11% | -0.97% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.05% | -0.12% | -1.22% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | -0.10% | +0.01% | |
| 12 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.93% | -0.28% | -1.54% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.66% | +0.28% | -0.43% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.52% | +0.18% | +95.24% | |
| 15 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 1.19% | -0.32% | -5.80% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | +0.25% | -5.17% | |
| 17 | RTX | Rtx CORP | 株式-資本財 | 0.97% | +0.10% | -0.36% | |
| 18 | AMD | Advanced Micro Devices | 株式-IT | 0.89% | — | -17.96% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | -0.07% | -11.83% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.85% | +0.26% | -5.90% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.83% | -0.18% | -0.48% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.82% | +0.18% | -0.61% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | -0.42% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.30% | +0.01% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.28% | +0.02% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 0.63% | -0.13% | -0.21% | |
| 27 | MSTR | Strategy INC | 株式-IT | 0.60% | -0.09% | +59.87% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | — | -0.65% | |
| 29 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.58% | — | -0.16% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | -5.30% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.52% | -0.05% | -7.82% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | — | -0.12% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.52% | +0.10% | -9.40% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | -6.29% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.49% | -0.13% | -6.30% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.45% | — | -0.21% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | -0.05% | -5.79% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | -0.34% | |
| 39 | UL | Unilever Plc-sponsored Adr | 株式-生活必需品 | 0.43% | -0.04% | — | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.42% | -0.11% | -7.14% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | -5.84% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | -0.06% | +1.28% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.32% | — | +0.28% | |
| 44 | ASML | ASML Holding N.V. | 株式-IT | 0.29% | +0.09% | -30.49% | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.29% | — | -5.64% | |
| 46 | AMRN | Amarin CORP PLC -adr | 株式-その他 | 0.29% | — | -1.17% | |
| 47 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.25% | — | -0.87% | |
| 48 | ADP | Automatic Data Processing | 株式-IT | 0.24% | -0.04% | — | |
| 49 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.24% | -0.06% | -0.29% | |
| 50 | AZO | Autozone INC | 株式-一般消費財 | 0.23% | — | — |