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 | 15.26% | -0.63% | +0.43% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.85% | -0.19% | +0.50% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 8.90% | -0.45% | +0.27% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 7.84% | -1.49% | +1.70% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 6.27% | +0.71% | +13.69% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.44% | -0.01% | +1.33% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 4.62% | -0.46% | +1.14% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 4.08% | -0.36% | +1.45% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 3.91% | -0.04% | +1.12% | |
| 10 | WM | Waste Management INC | 株式-資本財 | 3.53% | +0.46% | +2.84% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 3.11% | -0.31% | -3.17% | |
| 12 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.88% | +0.61% | +2.94% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.41% | +0.64% | +6.71% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.29% | +0.16% | -1.52% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.84% | +0.04% | -3.78% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.67% | -0.17% | +5.24% | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.59% | — | -6.55% | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 1.33% | +0.24% | +0.17% | |
| 19 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.07% | +0.59% | +3.86% | |
| 20 | EXR | Extra Space Storage INC | 株式-不動産 | 1.03% | -0.10% | +3.41% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.91% | +0.02% | — | |
| 22 | AWK | American Water Works Co INC | 株式-公益事業 | 0.73% | -0.26% | EXIT | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | +0.01% | +0.18% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.62% | +0.02% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | +0.03% | -0.23% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | +0.10% | +8.76% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.44% | +0.03% | -4.39% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.43% | +0.13% | — | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | -0.01% | — | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 0.33% | +0.04% | -7.44% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | — | -12.74% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.30% | +0.01% | +1.33% | |
| 33 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.30% | +0.04% | -0.29% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.26% | — | — | |
| 35 | AEP | American Electric Power | 株式-公益事業 | 0.25% | +0.04% | -1.23% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.24% | — | — | |
| 37 | PLD | Prologis INC | 株式-不動産 | 0.24% | +0.03% | -15.00% | |
| 38 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.24% | -0.02% | -7.83% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.20% | +0.02% | +0.50% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | -0.13% | EXIT | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | +0.01% | -7.77% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | — | -1.26% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | +0.01% | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.17% | — | — | |
| 45 | FTCS | First Trust Capital Strength | ETF-その他 | 0.16% | — | — | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.16% | — | — |