CIK: 0001858699
申告総資産額
$8387.9万
| # | 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 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 14.61% | -8.30% | +13.50% | |
| 2 | UPS | United Parcel Service-cl B | 株式-資本財 | 13.83% | -3.92% | +7.24% | |
| 3 | EA | Electronic Arts INC | 株式-通信サービス | 12.94% | — | — | |
| 4 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 11.30% | — | -15.97% | |
| 5 | VNT | Vontier CORP | 株式-IT | 11.26% | — | +71.52% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 7.65% | -0.08% | — | |
| 7 | DISCKUSD | Discovery Inc-c | 株式-その他 | 7.59% | — | — | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 6.28% | +5.74% | +32.87% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 6.08% | +4.60% | +37.59% | |
| 10 | DBX | Dropbox Inc-class A | 株式-IT | 5.73% | — | — | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.13% | — | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | -0.23% | — |