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 | 13.89% | +0.16% | +15.03% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 12.70% | -0.20% | -4.77% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.13% | -1.40% | -0.76% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.64% | -0.08% | -0.53% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 5.60% | -0.72% | -0.40% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.54% | -0.23% | — | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 3.88% | -0.46% | -2.69% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.74% | +0.51% | +3.79% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.85% | -0.16% | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.72% | -0.22% | -0.62% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.61% | -0.20% | — | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.19% | +0.19% | +3.63% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.62% | -0.11% | +99.40% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.44% | +0.19% | +1.59% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.38% | -0.07% | -16.64% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.16% | +0.24% | +14.05% | |
| 17 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 1.11% | -0.03% | -1.53% | |
| 18 | PGR | Progressive CORP | 株式-金融 | 1.06% | -0.10% | — | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.06% | — | +0.05% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | -0.06% | — | |
| 21 | MU | Micron Technology INC | 株式-IT | 0.91% | +0.19% | -34.90% | |
| 22 | URA | Global X Uranium ETF | ETF-その他 | 0.90% | +0.22% | +4.09% | |
| 23 | PH | Parker Hannifin CORP | 株式-資本財 | 0.83% | — | — | |
| 24 | TDG | Transdigm Group INC | 株式-資本財 | 0.76% | -0.06% | — | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | -0.03% | — | |
| 26 | BLK | Blackrock INC | 株式-金融 | 0.71% | -0.05% | -4.53% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.69% | +0.09% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.69% | -0.05% | — | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.68% | -0.15% | +0.02% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | +0.06% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.56% | — | — | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.53% | +0.09% | — | |
| 33 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.52% | +0.30% | +37.01% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.47% | — | +100.00% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.47% | +0.35% | +45.00% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.47% | +0.27% | +41.98% | |
| 37 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.46% | +0.21% | +45.11% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | +0.09% | — | |
| 39 | IQLT | Ishares Msci International Q | ETF-その他 | 0.42% | +0.23% | — | |
| 40 | CEG | Constellation Energy | 株式-公益事業 | 0.40% | -0.09% | — | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | -0.03% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.36% | +0.08% | — | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | — | — | |
| 44 | LIN | Linde plc | 株式-素材 | 0.36% | — | — | |
| 45 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.36% | +0.23% | -4.69% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.36% | — | +0.10% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | — | |
| 48 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 0.31% | — | — | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.31% | -0.08% | — | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.31% | — | +8.09% |