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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.86% | +0.16% | +13.85% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.44% | -0.08% | +10.44% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 10.31% | -0.20% | -1.13% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 7.70% | -1.40% | +4.33% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 6.96% | -0.72% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 6.03% | -0.23% | -1.51% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 5.34% | -0.46% | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.39% | +0.51% | +18.82% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.99% | -0.22% | — | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.13% | +0.19% | +10.13% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.91% | -0.16% | -1.75% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.89% | -0.20% | +4.85% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.55% | -0.11% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.52% | +0.19% | -17.66% | |
| 15 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 1.50% | -0.03% | -0.60% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.44% | — | +0.05% | |
| 17 | PGR | Progressive CORP | 株式-金融 | 1.40% | -0.10% | -9.03% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.06% | -0.07% | +0.01% | |
| 19 | TDG | Transdigm Group INC | 株式-資本財 | 1.06% | -0.06% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | -0.06% | — | |
| 21 | BLK | Blackrock INC | 株式-金融 | 0.90% | -0.05% | — | |
| 22 | ORCL | Oracle CORP | 株式-IT | 0.75% | -0.15% | +0.01% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | -0.03% | — | |
| 24 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.71% | +0.23% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | -0.05% | -12.69% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | -16.42% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.70% | — | — | |
| 28 | MU | Micron Technology INC | 株式-IT | 0.67% | +0.19% | — | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.57% | +0.09% | — | |
| 30 | LIN | Linde plc | 株式-素材 | 0.52% | — | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.52% | — | -2.11% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.09% | -9.79% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.46% | -0.08% | +9.76% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.03% | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | — | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.38% | +0.09% | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.38% | +0.08% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.37% | +0.24% | — | |
| 40 | CEG | Constellation Energy | 株式-公益事業 | 0.37% | -0.09% | — | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | — | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.35% | — | — | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | +0.08% | — | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.33% | — | — | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | — | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.23% | — | — | |
| 47 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.22% | -0.14% | EXIT | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.22% | — | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | — | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | — |