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 | 14.31% | -0.63% | +0.16% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 12.92% | -0.45% | -0.11% | |
| 3 | AAPL | Apple INC | 株式-IT | 10.39% | -0.19% | +2.88% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 9.71% | +0.71% | +2.23% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 7.02% | -1.49% | +0.53% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.52% | -0.01% | +0.23% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 4.36% | -0.46% | -1.40% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 4.15% | -0.31% | +1.30% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 3.58% | -0.36% | -1.52% | |
| 10 | WM | Waste Management INC | 株式-資本財 | 3.07% | +0.46% | -3.17% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.56% | -0.04% | -4.48% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.25% | +0.64% | -3.98% | |
| 13 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.21% | +0.07% | +16.15% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 2.20% | +0.21% | +2.81% | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.70% | +0.61% | -4.14% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.70% | -0.17% | +2.81% | |
| 17 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.55% | +0.59% | -1.23% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.26% | +0.16% | -0.86% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.03% | +0.04% | -2.06% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 0.84% | +0.24% | +0.01% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.84% | +0.02% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | +0.10% | +1.15% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 0.58% | +0.02% | +881.13% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | +0.01% | -0.66% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | +0.03% | -0.56% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.47% | +0.13% | -1.33% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | -0.01% | -2.43% | |
| 28 | PANW | Palo Alto Networks INC | 株式-IT | 0.40% | +0.07% | +2.34% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.37% | +0.03% | — | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | +0.01% | +0.34% | |
| 31 | AWK | American Water Works Co INC | 株式-公益事業 | 0.26% | -0.26% | EXIT | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | -0.01% | +48.82% | |
| 33 | EXR | Extra Space Storage INC | 株式-不動産 | 0.23% | -0.10% | -48.19% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.22% | +0.04% | -4.48% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.01% | — | |
| 36 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.20% | +0.04% | -15.35% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.18% | — | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | +0.01% | -5.47% | |
| 39 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.16% | -0.02% | — | |
| 40 | AEP | American Electric Power | 株式-公益事業 | 0.16% | +0.04% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | +0.01% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.15% | +0.07% | +6.42% | |
| 43 | PLD | Prologis INC | 株式-不動産 | 0.15% | +0.03% | -2.85% | |
| 44 | ANET | Arista Networks INC | 株式-IT | 0.14% | +0.01% | -0.53% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.14% | +0.02% | +0.64% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.13% | — | — | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.13% | — | -2.90% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.13% | -0.13% | EXIT | |
| 49 | FTCS | First Trust Capital Strength | ETF-その他 | 0.12% | — | — | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.12% | -0.12% | EXIT |