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 | 11.06% | -0.63% | -1.38% | |
| 2 | AAPL | Apple INC | 株式-IT | 10.74% | -0.19% | +0.52% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 7.47% | -0.45% | +1.52% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 6.68% | -1.49% | +0.74% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 6.44% | +0.04% | +11.79% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.39% | +0.16% | +2.99% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.78% | -0.01% | +1.34% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 5.50% | -0.46% | +1.29% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 4.75% | -0.04% | -0.54% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 4.60% | -0.36% | +1.38% | |
| 11 | WM | Waste Management INC | 株式-資本財 | 3.97% | +0.46% | +1.54% | |
| 12 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.28% | +0.61% | -0.56% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 2.41% | -0.31% | -2.57% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 2.17% | +0.24% | +0.02% | |
| 15 | AWK | American Water Works Co INC | 株式-公益事業 | 2.15% | -0.26% | EXIT | |
| 16 | ADBE | Adobe INC | 株式-IT | 2.12% | — | -7.92% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.56% | +0.64% | -1.90% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.12% | — | -16.06% | |
| 19 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.03% | +0.59% | +5.50% | |
| 20 | EXR | Extra Space Storage INC | 株式-不動産 | 0.99% | -0.10% | +7.07% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.94% | +0.02% | — | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.69% | +0.71% | +2.89% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | +0.01% | — | |
| 24 | APA | Apa CORP | 株式-エネルギー | 0.65% | — | — | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 0.64% | +0.13% | -2.88% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.17% | -13.15% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +0.70% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | +0.03% | -0.06% | |
| 29 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.49% | +0.04% | — | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.49% | +0.02% | -4.37% | |
| 31 | PLD | Prologis INC | 株式-不動産 | 0.44% | +0.03% | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | +0.01% | -5.25% | |
| 33 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.35% | -0.02% | -2.47% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.35% | +0.04% | -14.70% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.34% | — | — | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.32% | — | — | |
| 37 | AEP | American Electric Power | 株式-公益事業 | 0.32% | +0.04% | -0.03% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.28% | +0.02% | — | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | +0.01% | +2.79% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | -0.13% | EXIT | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | +0.10% | — |