CIK: 0002052657
申告総資産額
$1.7億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 12.76% | -0.20% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.68% | +0.16% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.18% | -1.40% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.94% | -0.08% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 6.81% | -0.23% | — | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 6.19% | -0.72% | — | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 5.06% | -0.46% | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.69% | +0.51% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.40% | -0.22% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.35% | -0.16% | — | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.17% | -0.20% | — | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.02% | +0.19% | — | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.72% | -0.11% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.54% | +0.19% | — | |
| 15 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 1.48% | -0.03% | — | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.45% | -0.07% | — | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.32% | — | — | |
| 18 | PGR | Progressive CORP | 株式-金融 | 1.29% | -0.10% | — | |
| 19 | TDG | Transdigm Group INC | 株式-資本財 | 0.96% | -0.06% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | -0.06% | — | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.88% | -0.15% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.86% | -0.05% | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | -0.03% | — | |
| 25 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.70% | +0.23% | — | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.65% | — | — | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.65% | +0.09% | — | |
| 28 | MU | Micron Technology INC | 株式-IT | 0.64% | +0.19% | — | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.59% | — | — | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.51% | -0.08% | — | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | — | |
| 32 | LIN | Linde plc | 株式-素材 | 0.46% | — | — | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.45% | +0.09% | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.09% | — | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.03% | — | |
| 36 | CEG | Constellation Energy | 株式-公益事業 | 0.40% | -0.09% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.39% | +0.08% | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | +0.24% | — | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | — | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | — | — | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.35% | — | — | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.33% | — | — | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.32% | +0.12% | NEW | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | +0.08% | — | |
| 45 | MRVL | Marvell Technology INC | 株式-IT | 0.26% | — | — | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | — | — | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.22% | — | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.21% | — | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | — | |
| 50 | DAL | Delta Air Lines INC | 株式-資本財 | 0.21% | — | — |