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 | 15.56% | -0.63% | +1.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.13% | -0.19% | +1.20% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 8.29% | -0.45% | +1.97% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 6.93% | -1.49% | +1.56% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 6.81% | +0.71% | +10.90% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.13% | -0.01% | +0.79% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 5.74% | -0.46% | +0.59% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 4.50% | -0.36% | +0.87% | |
| 9 | WM | Waste Management INC | 株式-資本財 | 4.19% | +0.46% | +4.30% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 3.66% | -0.04% | +2.22% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.99% | +0.64% | +7.85% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 2.90% | -0.31% | -0.73% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.20% | +0.61% | -1.73% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.94% | +0.16% | -4.47% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.65% | -0.17% | +3.69% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.46% | +0.04% | -12.74% | |
| 17 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.24% | +0.59% | +6.36% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.01% | +0.21% | +18.37% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 0.99% | +0.24% | -0.17% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.84% | +0.02% | — | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 0.78% | +0.02% | -0.77% | |
| 22 | EXR | Extra Space Storage INC | 株式-不動産 | 0.75% | -0.10% | -14.48% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | +0.10% | +6.64% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | +0.01% | +0.54% | |
| 25 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.57% | +0.07% | +80.36% | |
| 26 | AWK | American Water Works Co INC | 株式-公益事業 | 0.57% | -0.26% | EXIT | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | +0.03% | +2.26% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.45% | +0.13% | +0.35% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.41% | +0.03% | — | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | -0.01% | +18.85% | |
| 31 | PANW | Palo Alto Networks INC | 株式-IT | 0.40% | +0.07% | +67.59% | |
| 32 | DUK | Duke Energy CORP | 株式-公益事業 | 0.35% | +0.04% | -4.19% | |
| 33 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.32% | +0.04% | — | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | +0.01% | +0.68% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.27% | — | -7.44% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.26% | — | -9.08% | |
| 37 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.24% | -0.02% | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | +0.01% | +18.74% | |
| 39 | AEP | American Electric Power | 株式-公益事業 | 0.21% | +0.04% | +1.41% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | +0.01% | +14.22% | |
| 41 | PLD | Prologis INC | 株式-不動産 | 0.19% | +0.03% | -2.48% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | -0.13% | EXIT | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.18% | — | +19.01% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.18% | +0.02% | +0.59% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.16% | — | -0.05% | |
| 46 | CAVA | Cava Group INC | 株式-一般消費財 | 0.16% | — | — | |
| 47 | FTCS | First Trust Capital Strength | ETF-その他 | 0.15% | — | — | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.15% | — | -34.89% |