CIK: 0001962933
申告総資産額
$3.0億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.28% | +0.45% | +25.78% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.27% | -0.03% | +15.80% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.33% | -0.09% | -4.90% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.33% | — | +4.64% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.03% | +0.67% | -1.37% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.61% | -3.91% | -16.71% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.15% | -0.55% | +1.20% | |
| 8 | CARR | Carrier Global CORP | 株式-資本財 | 2.94% | +0.26% | +34.88% | |
| 9 | BXP | Bxp INC | 株式-不動産 | 2.60% | -0.43% | -10.38% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 2.59% | -0.35% | +13.76% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.51% | +0.23% | +1.40% | |
| 12 | SPG | Simon Property Group INC | 株式-不動産 | 2.49% | -1.07% | -3.81% | |
| 13 | PK | Park Hotels & Resorts INC | 株式-不動産 | 1.98% | — | +46.70% | |
| 14 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.92% | +0.53% | -4.19% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.77% | +0.61% | +3.73% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.72% | +0.08% | +326.40% | |
| 17 | FSLR | First Solar INC | 株式-IT | 1.68% | — | -0.80% | |
| 18 | CGXU | Cap Group Intl Focus | ETF-その他 | 1.63% | +0.28% | -0.39% | |
| 19 | URI | United Rentals INC | 株式-資本財 | 1.55% | -0.04% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.54% | — | -1.57% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.53% | +0.48% | -0.59% | |
| 22 | EQR | Equity Residential | 株式-不動産 | 1.33% | -1.05% | EXIT | |
| 23 | R | Ryder System INC | 株式-資本財 | 1.32% | +0.32% | — | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.32% | — | -0.83% | |
| 25 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.26% | -0.42% | -1.34% | |
| 26 | ES | Eversource Energy | 株式-公益事業 | 1.21% | — | -27.98% | |
| 27 | PSA | Public Storage | 株式-不動産 | 1.19% | -0.96% | EXIT | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.15% | — | -6.04% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | +0.08% | -0.60% | |
| 30 | SG | Sweetgreen INC - Class A | 株式-その他 | 1.07% | — | -27.95% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | -0.01% | -0.81% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.99% | +0.04% | -0.26% | |
| 33 | MU | Micron Technology INC | 株式-IT | 0.97% | +0.58% | -6.04% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.97% | — | +4.58% | |
| 35 | ENB | Enbridge INC | 株式-エネルギー | 0.94% | +0.24% | -3.22% | |
| 36 | SLB | Slb LTD | 株式-エネルギー | 0.89% | — | +48.69% | |
| 37 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.87% | — | -16.15% | |
| 38 | TEM | Tempus Ai Inc-cl A | 株式-ヘルスケア | 0.85% | -0.10% | +60.30% | |
| 39 | VICI | Vici Properties INC | 株式-不動産 | 0.83% | -0.79% | EXIT | |
| 40 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.80% | -0.99% | EXIT | |
| 41 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.75% | -0.60% | EXIT | |
| 42 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.73% | -0.03% | -31.54% | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.73% | -0.83% | EXIT | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.63% | — | -1.63% | |
| 45 | CAVA | Cava Group INC | 株式-一般消費財 | 0.62% | +0.09% | — | |
| 46 | AFL | Aflac INC | 株式-金融 | 0.60% | — | -0.03% | |
| 47 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.60% | -0.38% | -1.24% | |
| 48 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.58% | +1.52% | +1.31% | |
| 49 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 0.56% | — | -7.45% | |
| 50 | SYK | Stryker CORP | 株式-ヘルスケア | 0.49% | — | -1.95% |