CIK: 0001912128
申告総資産額
$1.8億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 16.02% | -0.63% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 10.19% | -0.19% | — | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 8.30% | -0.45% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 6.39% | -1.49% | — | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.69% | +0.04% | — | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 4.90% | -0.31% | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.88% | +0.16% | — | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 4.52% | -0.04% | — | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 4.04% | -0.46% | — | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.97% | -0.17% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.92% | -0.01% | — | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 3.32% | -0.36% | — | |
| 13 | ADBE | Adobe INC | 株式-IT | 3.23% | — | — | |
| 14 | WM | Waste Management INC | 株式-資本財 | 2.91% | +0.46% | — | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.93% | — | — | |
| 16 | AWK | American Water Works Co INC | 株式-公益事業 | 1.82% | -0.26% | EXIT | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.72% | +0.61% | — | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 1.70% | +0.24% | — | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 1.21% | +0.02% | — | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.02% | +0.02% | — | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 0.99% | — | — | |
| 22 | EXR | Extra Space Storage INC | 株式-不動産 | 0.74% | -0.10% | — | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.61% | +0.71% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | +0.01% | — | |
| 25 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.53% | -0.02% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.52% | +0.03% | — | |
| 27 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.47% | +0.59% | — | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | — | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.42% | +0.13% | — | |
| 30 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.36% | +0.04% | — | |
| 31 | DREUSD | Duke Realty CORP | 株式-その他 | 0.34% | — | — | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.30% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.01% | — | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.28% | +0.04% | — | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.25% | +0.01% | — | |
| 36 | LAND | Gladstone Land CORP | 株式-その他 | 0.21% | — | — | |
| 37 | PAYX | Paychex INC | 株式-IT | 0.21% | — | — | |
| 38 | AEP | American Electric Power | 株式-公益事業 | 0.21% | +0.04% | — | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | -0.13% | EXIT | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | +0.01% | — | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | +0.10% | — |