CIK: 0001718858
申告総資産額
$24.9億
| # | 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 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 55.07% | — | +19.01% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 29.31% | +1.31% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.40% | -0.79% | EXIT | |
| 4 | AAPL | Apple INC | 株式-IT | 0.96% | +0.36% | -92.34% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 0.65% | +0.07% | -93.28% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -1.04% | -92.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | -1.41% | -92.39% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | +2.94% | -91.87% | |
| 9 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.19% | +0.04% | NEW | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | +0.05% | -94.36% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | +0.67% | -90.29% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 0.18% | +3.42% | -87.16% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.09% | -88.06% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.17% | +0.07% | NEW | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.16% | -4.71% | -91.64% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | — | -89.74% | |
| 17 | T | At&t INC | 株式-通信サービス | 0.15% | +0.13% | NEW | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | — | -90.28% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | +0.09% | NEW | |
| 20 | ACN | Accenture plc | 株式-IT | 0.14% | +0.04% | NEW | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.13% | +0.22% | NEW | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.13% | +0.06% | -84.81% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.12% | — | -92.87% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.12% | — | -92.25% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.12% | — | -89.57% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.11% | -0.57% | -90.01% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 0.11% | — | -67.20% | |
| 28 | SPGI | S&p Global INC | 株式-金融 | 0.11% | — | -79.70% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.11% | -0.09% | -79.83% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.11% | — | -79.32% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.10% | +0.04% | NEW | |
| 32 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.10% | — | -83.17% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.10% | +0.29% | -89.87% | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.10% | — | -82.03% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | +7.12% | -94.92% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.10% | +0.04% | NEW | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.09% | -0.09% | +83.22% | |
| 38 | PLD | Prologis INC | 株式-不動産 | 0.08% | — | -66.76% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.08% | — | -73.51% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.07% | — | -87.52% | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.07% | +0.13% | -88.93% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.07% | — | -91.86% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.07% | — | -91.76% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.07% | — | -89.94% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.07% | — | -93.87% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.07% | +0.04% | NEW | |
| 47 | CSX | Csx CORP | 株式-資本財 | 0.06% | — | -52.97% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.06% | +0.07% | -92.60% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.06% | +0.05% | -83.89% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.06% | — | -88.89% |